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Technology Stocks : Interdigital Communication(IDCC)

IDCC 345.76

+5.4%

3:59 PM EST

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To: w molloy who wrote (3632)	1/25/2000 8:01:00 PM
From: Gus	of 5195

Balanced, Molloy? LOL. Your credibility just went down another notch again. A few more notches and you should just about reach the low level quality of your posts. This guy looks like a wide U-shaped bottom waiting to happen. In other words, InterDigital looks to have as good a shot as any at cornering the patents on the so-called 3G standard. However, the wireless field is crowded, and betting on the outcomes of legal and standards battles is always a crapshoot. Larson's article was weak on the facts and ignorant of the realities of global telecom. Notice how he uses the word 'cornering' as if that was a viable option in the $700 billion/year global telecommunications industry where the symbiotic relationship between manufacturers and carriers is sacrosanct due to the many requirements of the network. What is an ongoing evolution is the relationship between manufacturers and the rest of the supply chain including IPR holders like QCOM and IDC. Again, the way Lucent and Nortel are outsourcing 20-30% of their fiber-optic component requirements to a supply line with about 3500 optical networking companies worldwide is the reference model here. Note the Cisco-Pirelli acquisition and how CSCO ended up with 10% of Pirelli submarine cable business, if it helps you to follow the smart money. Note also the positioning of the supercarriers. Another thing, Larson couldn't even get the number of patents right. This is the disclosure in the March 1999 10K. Is this really so difficult even under the Plain English initiative of the SEC? General. InterDigital's patents, patent applications and rights to file patent applications on certain future inventions are owned by ITC. ITC currently holds approximately 123 United States and approximately 331 non-U.S. patents relating specifically to digital wireless radiotelephony technology (TDMA and/or CDMA) which expire at various times beginning in 2004 and ending in 2019. ITC also has approximately 15 other patents, both in the United States and in non-U.S. countries. ITC has also filed approximately 61 United States and approximately 238 non-U.S. patent applications relating primarily and variously to the CDMA and TDMA technologies. ITC's patents have effective terms of up to 20 years from the date of their first filing. With only 49 million shares outstanding, it doesn't take much to turn this puppy with TDMA and CDMA patents into a profit machine with increasing expansion opportunities. IDC's recurring royalty stream went up from $100,000 per quarter in 1998 to $2.9 million in the 9/99 quarter. Darrel estimates that quarterly recurring royalties will increase by 1800% this year. Look at the upfront payments so far and do the math. I'm using 30% Q2Q growth. The industry numbers are starting to come in and that should give you an idea of the growth of TDMA/GSM in absolute and percentage terms. Again, like all the smart companies in the industry IDC is going to make money off TDMA and CDMA. Who wants to get a steenkin' corner in the 3g CDMA market when just being one of the top tier non-QCOM sources of CDMA technology and ASICS is more than good enough for IDC with its TDMA royalties. Understand the Nokia co-development deal now? The Texas Instrument alliance? Is it possible for you to understand that IDC has a shot at the GSM and WCDMA part of the GSM-WCDMA air-interface ASIC business?

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