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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: Gus who wrote (3489)1/21/2000 5:00:00 PM
From: Bux   of 5195
 
LOL, Jim. What can I say? When 1 (CDMA) goes to 2 that's called phenomenal growth. When 8 (GSM/TDMA) goes to 11 (growth of 37.5%) that's called slowing down, the scale economics of 11 vs 2 be damned in an industry where repeat business generates a significant part of the profits. LOL

You sure laugh out loud a lot more than you address the issues. What is the significance of the growth rates of GSM/TDMA vs. CDMA when none of the IDC "experts" will even answer these two simple questions:

1)What percentage of IDC revenue stream is currently derived from key GSM/TDMA patents held by IDC?

2) What income does IDC derive per GSM subscriber? (e.g. QCOM derives ~5% royalty
per CDMA 'phone built with a third party ASIC)

When these questions are answered it will make more sense to look at subscriber growth rates and project some earnings models for IDC since there are no analysts currently doing this. A recent post here has a link to some previous (but recent) earnings projections. It appears that not only did IDC earnings shrink last year but they are projected to shrink this year as well. How is this possible for a stock with such a high p/e and even more surprising, how is this possible given the high growth rate of GSM?TDMA technologies?

Bux

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