Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 345.76

+5.4%

Nov 24 3:59 PM EST

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To: Bux who wrote (3545)	1/23/2000 2:24:00 PM
From: Techplayer	Read Replies (1) of 5195

Bux, the reason that is ask is that at one time, QCOM was not a certain gorilla. This is not to say that IDC will ever be a gorilla. there is potential for IDC as 3G deployment nears, just as there was for QCOM when China was investigating CDMA. IDC is a speculative play based on technology and its partnerships. You mentioned that IDC currently has a declining revenue stream. That appears accurate, though again, IDC's bet is in the 3G buildout which is nearly 2 years away. IDC is not a threat to QCOM, imo. This does not mean that IDC will not grab a share of the huge market, making present price levels a deal for a long term holder. I presently do not hold IDC but will in the 28-32 area. I do not presently hold QCOM but will in the 80-100 area (less likely unless the market melts down as it usually does once a year). Brian

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