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Technology Stocks : Interdigital Communication(IDCC)
IDCC 357.68+3.4%1:23 PM EST

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To: Techplayer who wrote (3553)1/23/2000 7:12:00 PM
From: w molloy  Read Replies (1) of 5195
 
Hello Briand

I'm glad to see a presumed IDC investor having much the same questions as Bux and myself. Have you had answers to your questions?

Since the 3G infrastructure is planned for between 2 and 5 years hence, it will be difficult to
determine which of IDC's patents will be supported and used and also how much revenue
will be available to IDC from those patents.

Indeed. Despite the claimed holding key TDMA patents,and a growing base of GSM/TDMA subscribers (over 400 million), IDC's revenues are a paltry $58million and falling.

The outcome of the ERICY case will also make
a big difference in the short term outlook for IDC.

Granted. But are the settlement terms going to be favorable. IDC extracted only $5million from QCOM to settle CDMA patents for IS-95.

What is difficult to disregard is the fact
that Nokia is working closely with IDC. When an international powerhouse has a
non-trivial relationship with a relative unknown,

The closeness of the relationship, and its importance importance to NOK, are questionable. You are aware that NOK are expanding rapidly in San Diego, and not King of Prussia.
NOK investor relations were less than forthcoming regarding the IDC relationship.

no informed analysts
No analysts period, having just recently lost the last one.

I guess most of the longs here were in @ $5. Really - you don't care too much what happens as long as the share price doesn't fall further.

Anyone out there who bought at the end of year run up?
What do you think?

w.
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