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Technology Stocks : Interdigital Communication(IDCC)

IDCC 345.76

+5.4%

3:59 PM EST

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To: Jim Lurgio who wrote (3585)	1/24/2000 10:48:00 AM
From: Bux	Read Replies (1) of 5195

Could you please point out where you read revenues are projected to decline? That's quite the reverse of what management has afforded. Jim, I wouldn't recommend relying entirely on management for this kind of info. Here's a repost of the link to an independent analysis: multexinvestor.com Here's the excerpt that reports earnings: Multex Data Group Industry Sector: Multex Data Group Peer Group: Consensus Recommendation: HOLD Consensus Annual Earnings Estimates: 1999 = $0.51 2000 = $0.35 The evaluation of Interdigital Communications by the single Wall Street analyst following the company indexes its shares as a "Hold." The weighted consensus ranking or AQO of the company is 0.40. This lies between the .35 and .749 AQO levels considered necessary for a "Hold" recommendation. The analyst expects the company to show a decline in earnings in 1999 of 32.0%. For 2000 another increase of 31.4% is expected. This would represent a jump from 1998's $0.75 per share to $0.51 in 1999 and $0.35 in 2000. Technology Mid-Sized Telcomm Equipment Manufacturers 1999 = Much Worse 2000 = Much Worse Previous Week Close: Ticker: Exchange: $37.50 IDC AMEX Saturday, January 22, 2000 Please note, when read in context, it appears there is an error. I believe "For 2000 another increase of 31.4% is expected." should actually read "For 2000 another decrease of 31.4% is expected." At least that is how I read it. The link above also has some links to purchase some more complete analysis (I assume) if you are willing to pay for it. Since I have no position in IDC and no plans to have a position unless the outlook changes in a fundemental way, I don't think I will fork over the money but I imagine some IDC longs have. If anyone has read these fee based independent analysis, I would be interested to hear whether they are considered worthwhile. Here are two that are available. << Prev Next >> Reports Available for Purchase from Brokers 12/3/99 The Intercept Group, Inc. Morgan Keegan & Company, Inc. - 26 pages - $75.00 9/14/99 $GEN: Wireless Daily CIBC World Markets - 3 pages - $10.00 Other sincere opinions welcome. Sincerely, Bux

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