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Technology Stocks : Interdigital Communication(IDCC)

IDCC 343.58

+4.8%

3:16 PM EST

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To: Gus who wrote (3572)	1/24/2000 5:48:00 AM
From: Lance Bredvold	Read Replies (1) of 5195

<<Now, what makes you think I'm willing to summarize that kind of information hard-earned over the years to show you the assumptions that are useful in assessing the quality of, say, a recurring royalty stream that went from $100,000 or so a quarter in 1998 to $2.9 million in the 9/30/99 quarter?>> I took you up on your challenge to do a little 10 Q and annual report reading of IDC out of respect for sensitivities. I believe a more complete reporting of recurring royalties would show $ .9 and $1.6 mm (from only one licensee) in 1996 and 1997 followed by 9 month results in 98 of $ .4mm and in 99 of $3.8mm. A slightly different view of the trajectory in my opinion. Please correct me if mistaken. But also a fair increase in 99 which may or may not be significant. Almost all of which occurred in the third quarter so that only .9 showed in the first 2 quarters. L.

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