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Technology Stocks : Interdigital Communication(IDCC)
IDCC 326.44-1.4%Jan 30 9:30 AM EST

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To: Jim Lurgio who wrote (2611)2/15/1999 2:03:00 PM
From: D.J.Smyth  Read Replies (2) of 5195
 
You're right, as Doyle as previously stated IDC's success is dependent on the installed base of the switch providers - "unlike cellular systems, wireless products are sold against switches - switches that are already there. Wireless is an access product. That's why the installed base of our partners is so important to our marketing momementum."

Some other points to recall on this President's day:
(a) Interdigital is the longest active WLL company on the market today
(b) By 2003 more than 50% of new fixed lines installed worldwide will be wireless (not to mention the mobile lines that could be fully functional as wireless) - from FT Media & Telecoms' Advanced Cordless Communications newsletter
(c) Interdigital has 550 patents in more than 60 countries worldwide covering WLL technology, and this list of patents is growing
(d) Samsung expects no less than 200 million wireless subscribers by 2003 (they've moved up that date given recent proliferation
(e) the cost of installing a wireless base is dependent on the subscriber units served (once installed, tower maintance costs are minimal), whereas a wired technology (building a wire to each individual residence is dependent mainly on labor costs). Each year labor costs for wired residence have NOT decreased substantially as thought due to several factors. Maintance costs per wired residence are SUBSTANTIALLY greater than proposed maintance costs per tower relative to the number of subscribers served
(f) deployment time of wireless is significantly less than deployment time of wired
(g) in some third world countries cable is routinely stolen
(h) "Alcatel is developing an enhanced DECT systems with a throughput of up to 522 kb/s...and a wireless ATM PMP radio offering 4x34 Mb/s for corporate users...(per Manuel Gordillo, president of Alcatel Telcom's Access Division - 'A very powerful animal.')" They plan to merge this ATM technology with B-CDMA for release mid-1999 for residential users - "WLL Cuts the Wire", Global Telephony, May 1998
(i) TI's new ASIC will take BCDMA from 144 kb/s to 512 kb/s - with the intention of moving it to 2 Mb/s at least
(j) the number of those projected to send and receive faxes via mobile is projected to jump from 30% now to 70% by 2000 - Global Telephony Feburary 1999 issue "Killer App"
(k) the same article above projects that business users may be ready to go totally mobile by 2000
(l) 250 million subscribers are expected in 1999 for GSM - and GSM outstripped analogue growth by 1 and 1/3 in 1998 with 6 new subscribers signing up every second

i'm out of time
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