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Technology Stocks : Interdigital Communication(IDCC)

IDCC 346.18

-2.4%

3:59 PM EST

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To: w molloy who wrote (3757)	2/5/2000 4:01:00 AM
From: Lance Bredvold	Read Replies (1) of 5195

1997 was the ultimate year for "ultraphone" sales. Got up to sales of $44mm for this TDMA wireless local loop system. They had never made money on these fixed wireless systems apparently and by March of 98 were discontinuing plans for any additional ultraphone development. Instead IDC was seeking partners to help develop a CDMA WLL system which was going to spread the signal over 7-15 mhz at 3.5 to 5 mhz intervals. This in contrast to the 1-5 Mhz spreads of other systems per their 97 annual filing. At this point it has the name B-CDMA and is called True Link and it is to be launched in March of 98 for field trials during 98. Also mention the possibility that this system may in the future evolve into some mobile CDMA uses. On a slightly different subject, part of the deal when Samsung and Alcatel Espana became partners, part of their license fee went to reduce Siemen's total obligation. But then Siemens allowed the newcomers to have nonexclusive licenses also. I have read later 10K's and 10Q's and just assumed that eventually B-CDMA (True Link) got involved in mobile wireless, but up till 3-98 they are still just thinking maybe someday it will apply. I also believe I remember reading that True Link WLL was more or less abandoned after only one year. So I guess for the last 12 or thirteen months, the emphasis has been on W-CDMA. Of course, that is in 5mhz channels as far as I know just as CDMA 2000 is so I have no idea where the broader distinction comes from except that 7-15mhz mentioned above for WLL. I don't suppose I'm telling you anything you don't already know, but I needed to commit it to paper for my own understanding. Lance

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