Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 358.04

+3.6%

Nov 25 3:59 PM EST

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To: Bux who wrote (3468)	1/20/2000 11:26:00 PM
From: Gus	Read Replies (1) of 5195

Wrong again. The Qualcomm upgrade paths will work with any technology This is just common sense. LOLOLOL Who has control over the upgrade path, Bux? The GSM/TDMA carriers and manufacturers with 85-90% market share or Qualcomm which only has 10-15%? Is this hard for you to understand? Who has a better understanding of the cost/benefit considerations of the global rural/urban matrix that led to the creation of 5 standards under 3G? The GSM/TDMA carriers and manufacturers with 400 million subscribers or Qualcomm, which only has 42-50 million subs. Is this hard for you to understand? Qualcomm would prefer a converged standard to achieve maximum interoperability and economies of scale but they will receive the same royalties in either scenario How many times does Gilder have to tell you that QCOM receives less under WCDMA than under CDMA2000? And how many times do we have to tell you that, obviously, QCOM has no chance of participating in the GSM part of the GSM-WCDMA or the GSM-CDMA air-interface chipset business. Where are the GSM/TDMA licenses? IDC has a legitimate shot at that plus whatever it can defend in WCDMA. Fixed wireless is yet another area of opportunity for IDC which was already working on broadband CDMA while QCOM was working on narrowband CDMA.

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