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Technology Stocks : Interdigital Communication(IDCC)

IDCC 327.54

-2.6%

Nov 20 3:59 PM EST

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To: Gus who wrote (3871)	2/11/2000 6:46:00 PM
From: w molloy	Read Replies (2) of 5195

Gus Your personal attacks are lame, chump, and do more damage to your arguments than damage to me. I would have thought someone who would use a word like inutile would be more imaginative. Presumably you have no substantive answers otherwise you wouldn't have to stoop to transparent deflection tactics. Jim and Darrel show way more class than you with regard to my rushed reading of the IDC 10Q. It's a pity you can't emulate them. Regarding the one sentence of substance in your tired rant... the significance of the fact that recurring royalties nearly doubled from $2.9 million in the September 1999 quarter to $5.7 million in the December 1999 quarter or that it went up from less than $1 million in 1998 to over $9 million in 1999. In the context of the number of GSM 'phones sold, $9million of license revenue in 1999 is pitiful. More so since (according to Darrel) it includes revenue derived from infrastructure. It doesn't even pay for the R&D bill. You missed the headline - IDC Corp.said fourth- qtr profit falls 92 percent because licensing revenue declined. Do you think that the (almost) doubling of the license revenue QTR on QTR outweighs the 92 per cent decline in profit because of declining license revenue (caused by 'less favorable timing of new license agreements' huh - is that a euphmism for cooking the books last time around?) The increase in the December quarter was entirely forseable (by people to don't have their heads placed firmly up their ass), given that most 'phone sales occur in that quarter. However, the next two quarters will be extremely thin, as implicitly acknowledged in the CC call. IDC future is tied more than ever to the outcome of the ERICY litigation. A win will be very, very good for them. A loss will result in a major crash and burn. w.

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