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Technology Stocks : Interdigital Communication(IDCC)
IDCC 327.95+0.2%Nov 21 9:30 AM EST
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To: Bux who wrote (3749)2/4/2000 6:15:00 PM
From: D.J.Smyth   of 5195
 
Molly; both you and bux are obviously quite intelligent and good writers. you are free to conduct your own research; endless writing is not worth much if not based on past or current events or facts. earlier information provided came from several sources. you can obtain some of that information from Stratigis Group, Yankee Group (other sources) if you're willing to pay for it. 12% came from phone sales by IDC licensees under agreement through objective means (need to know how many digital phones were sold in which country, by which company, by which licensee, under which agreement); you'll need to do you're own research in this area.

Not currently figured into future numbers is reocurring revenues on TDMA/GSM based phones sales paid by Nokia and the point at which they begin paying (this is what Rham wanted and couldn't get - but Rham doesn't cover Nokia, Qualcomm or any other large telecommunications company other than WCOM; his research was, at best, shallow). Nokia sold over 70 million phones last year (you can obtain the extact number from their site if you care to look), many of which were digital TDMA/GMS based. Nokia obviously received a "deal" from IDC in exchange for work on third generation network and buildout.

consider ERICY's GSM announcement today in reference to RBS2206. if I were Q, I'd be concerned about the next advancement in terms of boosting user GSM/TDMA capacity.
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