... Heard on the Bull ...
Just some comments on the TheStreet.com: article
Interdigital, it turns out, owns some 14 patents for CDMA technology
Which are moot if an OEM buy's or licenses from QCOM
A hedge fund manager who declined to be identified says Interdigital's patents will be needed for the development of third-generation wireless phones, expected to start arriving
as early as 2003
Pure speculation, on two counts.
1. That IDC patents are needed. This will be challenged in the courts by QCOM, ERICY, and every Asian OEM out there.
2. That 3G will be deploying 'phones in 2003. That would imply
infrasturucture testing today!
Will Strauss, an analyst at Forward Concepts who tracks this market, says Texas Instruments and Interdigital together could offer Qualcomm some stiff competition in CDMA technology. (Forward Concepts is a consultant for TI.)
Well he would say that, wouldn't he. Anyway 'could' isn't 'is'.
INTC is more likely to compete with QCOM than TI is (no - I'm not joking).
"Texas Instruments is tied at the hip with Nokia (NOK:NYSE ADR - news)," he says.
Not true, and even if it was, nothing prevents NOK from terminating that relationship in QCOM's favor. It nearly happened with the QCOM Handset Division sale (that eventually went to KYO)
Until now, Interdigital has operated in a niche market for wireless devices, but hasn't been very active in the phone market. But as CDMA technology gains adherents, an alliance of Nokia, TI and Interdigital could be quite formidable, says Strauss.
Another 'could'. Anyway - I thought IDC already had a tie in with NOK.
Fat lot of good it has done NOK.
In its annual report filed Nov. 17, Qualcomm reported that it had licensed patents from Interdigital essential to its own CDMA technology.
This is old. cf the Settlement press release posted on this thread earlier.
IDC share price (and the article) looks like a pump and dump to me.
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