Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 327.95

+0.2%

Nov 21 3:59 PM EST

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To: Gus who wrote (3622)	1/25/2000 1:14:00 PM
From: Bux	of 5195

By our estimation we've taken down the bill of material for a GSM handset by about 30%, Grant said. Manufacturers in reasonable volumes can build a complete GSM terminal for around $40. That's quite an achievement. Does this impact IDC's GSM royalty stream? What would be the best way to create a model of IDC's GSM/TDMA royalties so we can see what kind of growth rate will be required to offset the GSM/TDMA ASP reductions? I can't find the info in the SEC filings. Sincere responses welcome, Bux

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