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Re: mickeybritt post# 275913

Saturday, 10/31/2009 7:56:17 PM

Saturday, October 31, 2009 7:56:17 PM

Post# of 432672
Mickey, you did see that of Heartland's 2009 portfolio somebody posted earlier on this board that IDCC was their top loser and only one of two losers the company had in that short posting. How much opportunity cost did Heartland have by sitting on an 18% loss in 2009 in IDCC?--I expect there was lots of money they could have made by using their IDCC stake someplace else in 2009.

I think Mr. N. has lost confidence in management and is not expecting IDCC to make the gains he has been hoping in 2010 and the future--another example of those lowered expectations is T.C. going to $33--a number not that far above a $28 buyout that I think could be the offer.

I'm just saying Mickey, since you wear your heart on your sleeve, be prepared for a buyout offer way below the $82-$300 I've seen you post tonight.

robj
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