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Technology Stocks : Interdigital Communication(IDCC) -- Ignore unavailable to you. Want to Upgrade?

To: Manx who wrote (2858)	12/23/1999 3:06:00 PM
From: Manx	Respond to of 5195

IDC 27 3/16 as of 3:02 on almost 3 million shares

To: Manx who wrote (2858)	12/24/1999 9:53:00 AM
From: Jim Lurgio	Read Replies (3) \| Respond to of 5195

Manx, If possible could you afford to me what your broker told you that was great or exciting? I've spoken with many brokers who have large positions and most don't have a decent understanding of IDC's potential. There are many telecom Web sites as well as magazines and they very seldom mention Interdigital in a meaningful way. I look at this situation the same today as I did years ago. I invested in IDC because I was told they hold key patents in TDMA/GSM and were also working on next generation products. It was management who informed me as well as the rest of the financial community about the patent portfolio. I trusted these opinions and invested in them. At that time I never gave it a thought that there would be those in the industry that would challenge those patents. As we approached the Motorola trial it was David versus Goliath with most thinking David always wins. The results were devastating. David was now labeled the Rodney Dangerfield of Wall Street run by blood sucking lawyers. Many years have passed and patent issues still remain. Seven years in the German court system found IDC a winner in Europe and now the ERICY case that started in 1993 is getting close to going to court. I still have a hard time figuring out how ERICY is going to find an expert witness to prove the USA patent office was wrong twice for approving the patents involved in the case. The reexamination process alone was two years. So why has Interdigital been shunned and not afforded coverage over the years? Lumpy revenues from an occasional licensing agreement are not grounds for affording coverage by anyone. What I believe we are now seeing is these old agreements are now expiring and all the up-front revenues from those deals are being used up and now recurring revenues will be predictable. Recurring revenues along with working with Nokia for next generation products has now turned a few heads. IDC's offering of patents in all five ITU considerations is also a positive that can't be ignored. Finally the reexamination approval by the Patent Office indicates David has risen again and many are realizing he wasn't slain but only knocked out. If David wins (good always prevails over evil) the results could be staggering. ERICY's loss would be a financial bonanza for IDC but the many other companies that would also have to pay up would be the real bonanzas. A favorable win for IDC should signal patent issues with IDC are no longer a consideration and allow those who have ignored IDC over the past years to now start crunching the numbers. With 450 million users of GSM/TDMA worldwide it should send a clear message to many. If this all happens regarding the past they will be forced to look at the future. When they now realize Nokia has chosen IDC to provide technology blocks for them for the future the rest should be easy.