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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: Gus who wrote (3846)2/10/2000 10:15:00 PM
From: w molloy  Read Replies (2) of 5195
 
Gus - my reading skills are just fine. Thanks for your concern.

Interesting table

% of R&D or Product Development to Total Sales:

Year Sales R&D

1995 $ 85.0 $ 9.7 11%
1996 53.7 21.6 40%
1997 43.9 24.0 55%
1998 99.2 17.2 17%
1999 61.4 12.2 20% (9 mos)

I'm not sure what it is you are trying to say. I don't see how it supports your assertion that IDC is a turnaround. With shares in the $30..$40 range I disagree with your statement that IDC isn't an earnings story. Just look at what will happen to the price if earnings disappoint.

Cash burning is an interesting simile. If I was a shareholder, I would be very worried about a company burning cash for 4 years with revenues predicted to decline.

The rest of your post is a great ad for NOK. It has little or nothing to do with IDC.

w
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