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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: gdichaz who wrote (945)12/9/1999 3:53:00 AM
From: tekboy  Read Replies (2) of 1817
 
<<Teflon: Suggest caution on IDC.>>

Not that it should be worth much, but I agree with Cha2. This has been discussed quite extensively on the Q threads, almost entirely as a result of postings by one author or by others cross-posting stuff written by him or from his website. Let's put it this way:

1. QCOM has stated repeatedly and confidently that it gets royalties from all "flavors" of CDMA.

2. The most serious and knowledgeable posters on the "new Q" thread almost uniformly dismiss IDC summarily, at least as anything resembling a challenge to Q's franchise or dominance. The feeling is that IDC does indeed have some patents on some aspects of wireless technology, that may indeed be worth something, but that it is not really going to be a major player in 3G in the way its boosters argue.

3. The pro-IDC commentary comes (repeatedly) from a very limited set of sources.

I suggest you do a search on the Q threads for "IDC" as part of your DD.

BWDIK,

tekboy/Ares@toolateforjokes.com
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