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To: gdichaz who wrote (945)	12/9/1999 3:53:00 AM
From: tekboy	Read Replies (2) \| Respond to of 1817

<<Teflon: Suggest caution on IDC.>> Not that it should be worth much, but I agree with Cha2. This has been discussed quite extensively on the Q threads, almost entirely as a result of postings by one author or by others cross-posting stuff written by him or from his website. Let's put it this way: 1. QCOM has stated repeatedly and confidently that it gets royalties from all "flavors" of CDMA. 2. The most serious and knowledgeable posters on the "new Q" thread almost uniformly dismiss IDC summarily, at least as anything resembling a challenge to Q's franchise or dominance. The feeling is that IDC does indeed have some patents on some aspects of wireless technology, that may indeed be worth something, but that it is not really going to be a major player in 3G in the way its boosters argue. 3. The pro-IDC commentary comes (repeatedly) from a very limited set of sources. I suggest you do a search on the Q threads for "IDC" as part of your DD. BWDIK, tekboy/Ares@toolateforjokes.com

To: gdichaz who wrote (945)	12/9/1999 7:27:00 AM
From: Teflon	Respond to of 1817

Some news on ICGE that might explain yesterday's move: Internet Capital Group rockets ahead - Anticipates $90 million in investments By Tomi Kilgore, CBS MarketWatch Last Update: 5:12 PM ET Dec 8, 1999NewsWatch WAYNE, Pa. (CBS.MW) -- Shares of Internet Capital Group rose nearly 26 percent on Wednesday in anticipation of $90 million in investments the company is expected to get. Internet Capital's stock (ICGE: news, msgs) was up 43 5/16 to 213 5/16 on volume of 4.6 million shares -- more than four times the average volume. The intraday range was 227 1/4-174. The Wayne, Penn.-based company is about to receive investments totaling $70 million as detailed in an SEC filing late Monday. Internet Capital will sell common stock to AT&T (T: news, msgs) valued at $50 million, and $20 million worth of stock to Internet Assets, the filing states. This filing was an amendment to a shelf registration the company filed with the SEC in mid-November, where the company expects to raise approximately $703 million to make acquisitions and pay interest on current debt. Internet Capital, which is currently in its quiet period, was not immediately available for comment. Safeguard Scientifics (SFE: news, msgs), which holds a post-IPO ownership of 14 percent in Internet Capital, climbed 21 to 157. Fellow Net incubator CMGI (CMGI: news, msgs) gained 11 to 189 1/16. Teflon

To: gdichaz who wrote (945)	12/9/1999 10:56:00 PM
From: Teflon	Respond to of 1817

Chaz, I understand your opinion regarding IDC, and I agree with you on some level. But the fact remains that the more I dig into IDC, the more questions arise in my head. I'm still just gathering facts at this point, but I've seen enough to spur me to build a position in the stock. To much left to be determined at this point to call it a "lights out victory" on behalf of the Q or Ericsson. Looking for more information, and still incredibly ignorant on this one at this time, Teflon

To: gdichaz who wrote (945)	12/10/1999 10:26:00 AM
From: Teflon	Read Replies (1) \| Respond to of 1817

Cha2, for what it's worth, IDC is under serious accumulation. I am still reading up on the business, and there are certainly issues to be addressed. But I reiterate, there are still many who think that the 3G discussions are far from over with respect to CDMA, and IDC may yet benefit from a favorable decision against Ericsson in the GSM/TDMA legal suit that is still pending. I am in at an average price of $10, and will continue to ride this horse for the near term... Teflon