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Re: rak 

By: Rakitn0 in IDCC | Recommend this post (3)
Wed, 21 Sep 11 1:00 AM | 89 view(s)
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Msg. 42773 of 48237
(This msg. is a reply to 42771 by teecee)

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Teecee the timing is shit. And so is the report. My mood is shit too so that is the 1-2-3/trifecta. This report could have come out 3 years ago, but the kid who wrote it probably was in junior high then. He could have come to the same conclusions in April, but didn't. Instead in an environment where options are rolling and people have 3 digit prices in their head it comes out. And who pimps it, but none other than one of the clowns this guy follows on Twitter, Markflowchatter. This kid doesn't quantifiably value the "disruptive" portion of the patents. What they can and will be used for when he sets his comparative to the Nortel auction instead throws out a simple $10-$20 premium. That's where the rocket fuel is! Insetad he does a simple quant analysis, where his answer is used as a headline to justify why lines just gotta cross other lines to fill gaps and shit. IDCC currently trading at $59+, seriously? Because what some fucking chartist ... errr ... alchemist went Double, Double Toil and Trouble and says we gotta get there because it's written in the stars. Fuck that. The timing was bullshit. The move in the afternoon was bullshit ... Anyways, i'm going to go Jerry Tarkanian and bite down on a towel now. I'll chill ... Calgon just take me a-fucking-away!


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The above is a reply to the following message:
rak
By: teecee
in IDCC
Wed, 21 Sep 11 12:41 AM
Msg. 42771 of 48237

i dont see where this is so bad....he assumes a zero premium for the disruptive component of the patents....which is exactly the premium that is in the market right now...companies are looking to be disruptive....there is no better asset CURRENTLY FOR SALE that could possibly have a more disruptive effect than idc's assets Naughty Naughty Naughty Naughty Naughty


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