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Technology Stocks : Interdigital Communication(IDCC)
IDCC 346.30-0.7%11:30 AM EST
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To: Gus who wrote (4064)2/28/2000 12:43:00 AM
From: Gus  Read Replies (1) of 5195
 
From that report:


...In its report on third-generation mobile strategies, Ovum counted 57 combinations of current second-generation and third-generation technologies.

Its author, Dan Gardiner, says: "There is no market for a single-mode UMTS handset for several years into the deployment of 3G networks, because coverage will not match that of 2G networks," and the report notes that "historically the availability of terminals has always lagged behind that of the network equipment."

The report's authors conclude: "It is likely that terminal vendors will not be able to meet all the requirements of the terminal before the first network equipment becomes available."

Ovum is predicting that the first three combinations of 2G and 3G interfaces to be supported by handsets will be: GSM and W-CDMA; D-AMPS and UWC-136; and cdmaOne and cdma2000. It also predicts two more complex combinations among the first implementations, the first being GSM, W-CDMA, D-AMPS and UWC-136, and the second being GSM, cdmaOne and cdma2000. Most handsets sold in the first few years of third-generation mobile will be voice-centric, the report predicts.

IDC RECURRING REVENUE POTENTIAL FROM HANDSETS ONLY (excludes infrastructure and ASIC business)

Note: 1G Analog/2G TDMA and GSM = 85-90% of world market.

1) GSM + WCDMA

IDC revenue potential: from GSM and WCDMA shares of total IPR content.

2) D-AMPS (1G Analog) + UWC-136 (2G TDMA)

IDC revenue potential: from TDMA share of total IPR content - partly contingent on ERICY lawsuit and how that will affect the most favored nation clauses in existing contracts with some of the 22 TDMA licensees plus Nokia.

3) CDMAOne + CDMA2000

IDC Revenue potential: from share of total IPR content based on 1994 cross-licensing agreement between IDC and QCOM involving 5 fully paid-up IDC patents ($5.5M) for IS-95-type use and 1 royalty-free QCOM patent for non-IS95- type use.

4) D-AMPS + UWC-136 + GSM + WCDMA

IDC Revenue potential: from TDMA/GSM/WCDMA shares of total IPR content.

5) GSM + CDMAOne + CDMA2000

IDC Revenue potential: from GSM and CDMA2000 shares of total IPR content.


What is the 3G Patent Platform?

From Texboomer at the IDC club:

ragingbull.com
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