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Technology Stocks : Interdigital Communication(IDCC)
IDCC 360.36+0.6%Nov 26 3:59 PM EST

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To: Manx who wrote (3368)1/13/2000 4:38:00 PM
From: moat  Read Replies (4) of 5195
 
This is silly. Wireless TDMA has been around for years and years ... a very well know technology ... where Interdigital does have some IPRs which they acquired years ago (see below) ... but here are Interdigital's revenues for the past 7 quarters (in $M): 10, 46, 5, 38, 35, 12, 11.

We all know wireless TDMA & GSM (a form of TDMA) have grown like crazy over the past few years, yet Interdigital's revenues don't follow TDMA(GSM)'s growth trends.

Now the hope (spin) is they will collect TDMA royalties three years from now because 3G will be dual mode (GSM and CDMA) for many years.

Also, regarding 3G CDMA: "Qualcomm stated unequivocally to Briefing.com that they "don't see any need for Qualcomm to use any existing IDC patents in the future" and that they "do not expect to pay IDC royalties" going forward. It can't be any clearer."

Also, George Gilder on Interdigital ...

posted: Thu Dec 30, 1999 12:28:58 PM -- read 1609 times, 4 replies
author: GG
subject: Re: TXN+IDC=QCOM?

This story is more than ten years old. Interdigital is a "patent" company that originally bought key patents for TDMA and from the beginning depicted CDMA as "in violation of the laws of physics." As Qualcomm's CDMA neared approval by standards bodies, Interdigital tried to create confusion in the market and prevent CDMA's acceptance by claiming that Qualcomm's CDMA was inferior to their own pure "wideband" CDMA. These patents have been around for nearly a decade and they are irrelevant.

Also:

11-Jan-00 Morgan Keegan (Kasargod, Ram) IDC
LONG TERM OUTLOOK UNCLEAR - DROPPING RESEARCH COVERAGE

"The company has not had a CEO since the departure of Mr. Gregory Webb (a former Vice President of Qualcomm who was appointed on 10/14/96) on 5/8/97. On 9/23/99 the company announced the resignation of its President Bill Doyle for personal reasons and the appointment of Mr. Howard Goldberg as Interim President. Dr. Gary Lomp, EVP & Chief Technology Officer also resigned as of 10/8/99."

Hope, spin, pump, dump (of a technology company without a CEO, without a CTO; run by a interim-President who is a lawyer).
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