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robjer

01/13/10 4:23 PM

#281310 RE: dclarke #281309

nobody's saying IDC isn't any good or won't get revenues.
A hyperbolic moonshot with a 30+ p/e just isn't in the cards for telecom companies anymore--i don't think
I think IDC could make one a nice steady dividend return of the cash management keeps collecting each quarter.

Maybe one of them is smart enough to do an acretive acquisition with it, too.

no longer a possible rocket, imo