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Technology Stocks : Interdigital Communication(IDCC)
IDCC 351.76+1.6%1:35 PM EST

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To: w molloy who wrote (4327)6/22/2000 10:11:00 AM
From: Terrapin   of 5195
 
w molloy,

I think you raise an excellent point. It has been addressed before but, I think, as time goes by and events develop it is the point that deserves rigorous attention. Of course, the point I am talking about is the actual collection of royalties from their technology. It is a management issue (and a legal one) but remember this is new management so past performance may not be applicable. [I know, I know, he was involved in Iridium; valid point]

I am a speculative long because it is a volatile stock and the revenue model is predicated on their performance in the legal system upon which I place little faith. Many things appear to be going well for the waters in which IDCC floats. It remains to be seen that a rising tide will raise IDCC as well.

JMHO,
Terrapin
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