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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: Lance Bredvold who wrote (3556)1/24/2000 12:27:00 AM
From: Bux   of 5195
 
Lance, thanks for your level-headed and honest input regarding investor board dynamics.

Incidentally, this business of IDC is broadband and QCOM is narrowband is a red herring as far as I can tell.

IMHO, you are right-on here as well. Many seem to believe that since Qualcomm has only commercialized CDMA in 1.25Mhz bands (to fit in the available cellular spectrum) that the 5Mhz CDMA proposed for 3G will leave them in the dust. The other belief many have is that IDC's CDMA patents are the wideband equivalent of Q's "narrowband" CDMA patents. IMO, this is false. Q's patents aren't bandwidth specific and there really isn't much difference between a 5Mhz implementation of CDMA and a 1.25Mhz CDMA system except the channel is wider and the chip rate is raised to match. The underlying building blocks are the same.

I'm not a radio-engineer but it appears that IDC's CDMA patents are not bandwidth specific either with the possible exception of one patent which describes a method for overlaying a broadband CDMA network over an existing TDMA network. I think that IDC's CDMA patents apply equally whether the techniques are implemented in a 1.25Mhz channel or a 5Mhz channel (or any other bandwidth).

Other sincere perspectives welcome.

Bux
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