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Technology Stocks : Interdigital Communication(IDCC)

IDCC 308.76

-0.5%

Jan 16 3:59 PM EST

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To: D.J.Smyth who wrote (2648)	4/20/1999 8:14:00 PM
From: Bill Dalglish	Read Replies (1) of 5195

MK allows for Bosch - but no others Yes, interesting indeed that the MK analyst was comfortable with including one licensing agreement for up to 10 mil in 2nd q, but Ram couldn't see his way clear to allow for similar licensing deals to continue -- unless the company could provide guarantees (apparently) that they would continue. Ram was much better at projections in July 1997 than he is allowing himself to be today. Apparently your proprietary system is not going out on a limb re: an Ericsson settlement, but is willing to bet there will be a good chunk of additional licensing deal revenue. I admire your courage (quite justified, i believe! Bill

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