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Technology Stocks : Interdigital Communication(IDCC)
IDCC 346.18-2.4%Nov 13 3:59 PM EST

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To: D.J.Smyth who wrote (3760)2/5/2000 6:17:00 PM
From: Gus  Read Replies (2) of 5195
 
Darrell,

Several interesting developments from the GSM Congress:

1) Blue chip management. The logical question to ask is what the IPR situation looks like for the TDMA and CDMA components.

tropian.com

An RF transmitter platform that ultimately will integrate GSM, TDMA, CDMA, UMTS and more into a single handset is being premiered at Cannes by Silicon Valley-headquartered Tropian. The solution will enable vendors to offer a true multimode platform for handsets and base stations.
gsmnewsreel.com

2) Motorola

$1.5 Billion (over 3 years) GSM contract in Turkey
siliconinvestor.com

While in an entirely different wireless category altogether, this Digital Modular Radio provide perhaps a glimpse into Motorola's product development work in 2g, 3g, and 4g especially since NTT DoCoMo is also starting to think aloud about 4g.

Because it is fully software reprogrammable, radio operators "point and click" through an interface that is similar to a commercial PC to set up and change characteristics such as bandwidth, modulation, error control, security and waveforms. Motorola's innovative design enables sailors to change radio characteristics in battle or remotely.

There's that "signal waveform" term again. Those who were paying attention to Jim knows that Motorola was recently successful in throwing out 3 out of the 49 claims in one Qualcomm patent. One of those claims had to do with "signal waveform." 7 Qualcomm patents left to go in South Korea for Motorola with a major trial in the USA involving 10 utility patents. ERICY was smart enough to figure out that

Digital Modular Radio to Revolutionize Naval Wireless Communications
siliconinvestor.com

3) Comic relief.

Perry LaForge, executive director of the CDG, canceled plans to meet with reporters and GSM representatives in Cannes in order to focus his lobbying efforts on Asia; where cdmaOne backer Qualcomm scored a coup in licensing its intellectual property to China Unicom, China's second-largest state-owned telecoms company. LaForge had been expected to brief reporters on a variety of issues; including the CDG's frustration at being denied membership in 3GPP and the CDG's initiaitiaves regarding CDMA-GSM roaming

The great CDMA no-show
Big news resulted in no news this week for the CDMA Development Group (CDG).
gsmnewsreel.com

4) Lucent's 3g Preview. LU's BLAST antenna technology looks very promising.

lucent.com

As Tero so wickedly put it on the Nokia thread, God gave the garden slug enough common sense to figure out that the sunk costs of TDMA/GSM alone will attract the superior R&D, product engineering and marketing resources from all corners of the globe to create all kinds of highly competitive and superior value propositions for wireless operators during the transition from 2g to 3g.

That is good for a small debt-free US company like IDC which has TDMA and CDMA patents.
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