News Focus
News Focus
icon url

Danny Detail

05/27/03 9:01 PM

#28712 RE: sophist #28708

Sophist .. What puzzles me somewhat is this: If Rmarchma has so minimal regard for the role of management in contributing to the realization of his well articulated "Fourteen Compelling Reasons to Buy IDCC", why has he invested so much time, effort and energy in trying to push a "reform of Management agenda"? Why such a pre-occupation with governance issues that have little to do with the "underlying technology"? This juxtaposition of word and deed somehow makes me think that Rmarchma is being somewhat disengenuous.

His formulating and posting of many "Concerns and Issues" that almost all deal with the failings and problems of Management, combined with his occasional efforts at activism and organizing on a grand scale, has stirred many people both on and off this board to complain about, criticize and confront Management on all sorts of issues we have all become familiar with, sometimes to the exclusion of almost any other topic, including the presumably all important "underlying technology".

What on earth is the point of all this management-focused effort, with all the friction, disharmony and distraction it generates, if he really believes that an assessment of management is not a significant factor in his decision to buy or sell IDCC? Can someone please explain this to me? The cognitive dissonance arising from my trying to square this circle is beyond my ability to dispel.


Darn you .. you figured out that I didn't want to call Marchma on this because I was afraid that he would try to convince the board that this was all "personal" between us. You just might be as smart as you appear to be.

icon url

tlezer

05/27/03 9:18 PM

#28716 RE: sophist #28708

Perhaps, consider that we, as shareholders, have no control over the technology, but as shareholders, do have input and can control certain management activities.

I don't think there is a 'dissonance', and I don't think you putting all these words together into high-sounding false intimations changes anything about rmarchma's position. Just vote your shares and stop spinning words.


icon url

habu

05/28/03 5:51 PM

#28927 RE: sophist #28708

Sophist
my honest opinion is that Ronny was long the stock for a period of time. He then got upset around the time of the trial anouncement. my guess is he went short trying to scalp some cash. He got caught with his pants down. That and the blow to his ego that Harry gave him in front of all the institutions he had on board was too much. (Not to mention that Irish pup.) He went negative management and hasn't looked back yet. I wonder how Colorado feels after selling out and missing the run this high? Can they sue Ronny for bad info? This is all my opinion.