Interdigital Communication(IDCC) Message Board

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Technology Stocks : Interdigital Communication(IDCC)

IDCC 348.69

+0.8%

Nov 14 9:30 AM EST

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To: D.J.Smyth who wrote (3813)	2/9/2000 5:08:00 PM
From: Bux	Read Replies (2) of 5195

it is believed that Qcom will license their essential technology to ARIB, ETSI and TIA members in toto, as will IDC and others. I see. I smell a bloody battle brewing. I wonder if Q will hold out for their typical 4% (or whatever the exact figure is) and delay the whole game? The W-CDMA players could choose to deploy a TDMA based air interface or pay-up. If HDR and 1xrtt are "IS-95 type" technologies then Qualcomm could deploy these inexpensively. I know there isn't a technology out there that could match the performance and efficiency of this combo without using Q's power-control, and other key patents. I think Airtouch/Vodaphone might even get the jump on the competition by deploying HDR in Europe. That would allow all kinds of leading edge applications with up to 2.4Mbps and unsurpassed spectral efficiency. It always surprises me when I hear that some people think Qualcomm is obligated to sell their intellectual property at a rate that is to be decided by someone else. I thought that was the idea of a patent, to show that you own that intellectual property and choose to do what you wish with it. If the asking price is too high, then others can make do with a technology they can afford. I'm certainly not saying you have claimed this but I think investors should consider all the possible scenarios since Qualcomm is the owner of the IPR's that allow these technologies to work and IDC sold their right to claim control over their earlier CDMA patents to Qualcomm, even allowing Qualcomm to sub-license these patents for any "IS-95 type" system including satellites and WLL. This assumes Qualcomms technolgies infringed upon these patents in the first place which is not entirely clear since the sale price was so low and the IPR has never been challenged in court. Assuming the IPR licensed to Q in '94 is necessary, then the exact language of that contract becomes very important indeed. You can just take IDC's management at face value when they claim they don't think the agreement allows Q to deploy "wideband CDMA" but I think that's jumping the gun since IS-95 was considered "wideband" when it was released, having a much wider channel that GSM, so I don't think the contractual language used the term "wideband". So what is a "IS-95 type" technology? Frankly, I'm not too surprised no one has discussed this yet after I brought it up in an earlier post. Since IDC seems to think this IPR is very valuable but they have licensed Qualcomm to use it and sub-license it for a one-time fee of just 5 mill, the details of this license need to be known to put a value on IDC shares. Did past management do a boo-boo? Ooops. Bux

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