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Re: Corp_Buyer post# 17049

Wednesday, 04/02/2003 3:37:37 AM

Wednesday, April 02, 2003 3:37:37 AM

Post# of 432774
Corp buyer:my thots on your thots
1.On materiality of indemnifier disclosure: The conference on 3/17 did not mention the indemnifier problem. The price went up. Insiders sold. The 10 K disclosed it. The price went down. Does this wash?
2.Ditto on the 10 K disclosure that Sharp has not renewed
3.CC was very optimistic that NOK would pay. The term DAYS was thrown out. No update on NOK. Insiders sell 10 days later. The price goes down. What is the public to think?
4."If QCOM has been handing out indemnifications like candy,then IDCC might end up owning(or severely damaging) QCOM." Sure, just like they ended up owning or damaging ERICY!
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