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Technology Stocks : Interdigital Communication(IDCC)
IDCC 374.40-1.7%1:52 PM EST

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To: data_rox who wrote (4806)11/25/2002 4:06:30 PM
From: Gus   of 5195
 
Gus - sure would be nice to get a license with these guys, eh?

Sure wouldn't hurt. Wireless voice is still the unit story while Wireless data is certainly the revenue story. Several difficult S-shaped adoption curves are definitely still ahead, though. A tremendous amount of global LCD manufacturing capacity is going to come online in 2004 so the wireless form-function puzzle will only become more interesting. Form over function or form follows function?

Good to see you around these parts, Rox. Go HKU!<g>
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