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Re: DND, Barclay's most likely got their numbers from the same

By: Rakitno in IDCC | Recommend this post (0)
Thu, 10 May 12 1:49 AM | 431 view(s)
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Msg. 45125 of 48237
(This msg. is a reply to 45123 by DND)

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Thanks.

 Don't think we have to worry about a mgmt led BO but I am concerned about a cheap hostile at this point.

Is this your own thoughts or is it based upon what you learnt from your conversation with IR.


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The above is a reply to the following message:
Re: DND, Barclay's most likely got their numbers from the same
By: DND
in IDCC
Thu, 10 May 12 1:45 AM
Msg. 45123 of 48237

According to my conversation you are correct.

IDCC is making every attempt to be more transparent thus what we heard and saw a the Jeffries conference yesterday.

Conference went well several institutions will be making trips to KOP.

They also have another Conference scheduled after the ASM.

The patent sale may be done before the end of the 2nd qtr. Nothing new there except an nice earnings beat.

Overall they are trying to be more aggressive in attracting Institutions. Don't think we have to worry about a mgmt led BO but I am concerned about a cheap hostile at this point.


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