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Technology Stocks : Interdigital Communication(IDCC)

IDCC 348.69

+0.7%

3:59 PM EST

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To: carranza2 who wrote (4292)	6/20/2000 12:10:00 PM
From: Jim Lurgio	Read Replies (2) of 5195

You said My point is that Q has a soft-handoff patent whose technology has been commercialized. Your 100 % right. Then you say, I believe it is probably applicable to WCDMA soft handoffs if the WCDMA standards use such a handoff. Can I prove it? Of course not, and you cannot prove the obverse either. Only a judgment from a court will do so with any finality. I don't think there's anyone in the industry that will dispute Qualcomm,s soft hand off patent so don't look for any judgement from the court on that issue. Like you said it's probably applicable if the W-CDMA standards use it. Why wouldn't the industry use it? My guess would be the only way it wouldn't be used is because another company has a better or cheaper method. You also said On the other hand, IDCC seems to have a patent whose applications (unlike the Q's) are untested, uncommercialized and unproven. I think you wrong on this issue because much of the technology being used for 3-G was proven and tested in IDCC's B-CDMA Asic. I participated on the wireless local loop conference call as well as many other investors and it was flawless. The only part of your statement that's true is the patents used to produce this wideband call are still not commercialized. The only thing that call did lack was, mobility. Much of the essential IPR that was used to produce that ASIC will probably be used by IDCC in their offerings for the coming 3-G systems. When the build out of W-CDMA starts it will be at that time all of us will start to see the fortunate companies come to licensing agreements with the manufacturers. Since Qualcomm has been working on CDMA2000 how do we really even know if their soft hand off is even compatible with a W-CDMA system? To my knowledge Qualcomm and IDCC messages to the investment community are the same and only differ by the choice of language. Qualcomm said we will get paid no matter what standard is used for 3-G. Idcc said we have essential IPR in all 5 3-G standards. Am I missing something or does that mean the same thing? Honestly speaking I believe both companies and the other 25 too. The fact remains whos IPR gets used will benefit the shareholders. Mr Goldberg who is a patent attorney for IDCC stated he would argue that the "interface patents for 3-G would be the most lucrative of all". From what I understand IDCC will have such an offering. If it's accepted that's another story. I'll wait and see. Does Qualcomm have any interface offering for TDMA and GSM offerings in 3-G. Actually I wonder if they have any interface patents? Jim

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