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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (48250)	12/29/1999 5:55:00 PM
From: Mr. Big	Respond to of 122087

Half way there now <gg> BIG pick Anthony...

To: Anthony@Pacific who wrote (48250)	12/29/1999 6:01:00 PM
From: Jane4IceCream	Read Replies (1) \| Respond to of 122087

IDC...didnt know AMEX issues show movement after hours. IDC just keeps running up. You are probably right. CNBC said IDC is the next QCOM...WoW! In today again at $29 and $36 late in the day. QCOM, IDC, CONV..............power plays. Nice to be on your side. Jane

To: Anthony@Pacific who wrote (48250)	12/29/1999 6:07:00 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 122087

Looks like Anthony changes style now, buying @ 28 today, hyping for 100 tomorrow!!! LOL! Hope we, or others reading here won't be your pump and dump victim tomorrow. <g> Buying 100 after hr! If you dump tomorrow @ 99, we'll sue you :)

To: Anthony@Pacific who wrote (48250)	12/29/1999 6:08:00 PM
From: truthcommission	Read Replies (1) \| Respond to of 122087

AP, great call on QCOM. Got in on your buy re-iteration. How high do you see this one trading over the next few days? Awesome calls by the way.

To: Anthony@Pacific who wrote (48250)	12/29/1999 6:11:00 PM
From: Yak-attack	Respond to of 122087

IDC trading at 53-55 now, ggg,

To: Anthony@Pacific who wrote (48250)	12/29/1999 7:59:00 PM
From: Tassi	Respond to of 122087

Please Post before you start shorting this one. My target will be in the 20./ Thanks

To: Anthony@Pacific who wrote (48250)	12/29/1999 10:47:00 PM
From: Softechie	Read Replies (1) \| Respond to of 122087

Here's IDC article from TSC. Qualcomm Might Find Company at the Top By Marcy Burstiner Senior Writer 12/29/99 9:28 PM ET SAN FRANCISCO -- Despite indications from investors Wednesday that Qualcomm (QCOM:Nasdaq) has no worries, the wireless technology provider may actually have a competitor. Or at least some investors seem to think so. Interdigital Communications' (IDC:AMEX) stock soared on Wednesday, leaping 61%, or 14 7/16, to 38 at the New York close (it subsequently rose as high as 55 in after-hours trading before settling at 50). Perhaps that's because King of Prussia, Pa.-based Interdigital has patents based on the very wireless technology that has investors so worked up about Qualcomm. Qualcomm climbed a mere 31% to 659 Wednesday after a PaineWebber analyst started coverage with a 1,000 price target. (PaineWebber hasn't performed underwriting for Qualcomm.) Analyst Walter Piecyk's bet is that Qualcomm's CDMA wireless standard will become the global standard for wireless technology, generating enormous growth, a lush, unfettered royalty stream and 50% pretax profit margins for years to come. Interdigital, it turns out, owns some 14 patents for CDMA technology. A hedge fund manager who declined to be identified says Interdigital's patents will be needed for the development of third-generation wireless phones, expected to start arriving as early as 2003. And Interdigital has a partnership with Texas Instruments (TXN:NYSE) that could give it a strong position in competing with Qualcomm. Will Strauss, an analyst at Forward Concepts who tracks this market, says Texas Instruments and Interdigital together could offer Qualcomm some stiff competition in CDMA technology. (Forward Concepts is a consultant for TI.) Already, TI is designing new chips with Interdigital's patents. And "Texas Instruments is tied at the hip with Nokia (NOK:NYSE ADR)," he says. Nokia is the world's leading seller of wireless-phone handsets, though in the past it has lagged competitors in selling CDMA-based phones. Until now, Interdigital has operated in a niche market for wireless devices, but hasn't been very active in the phone market. But as CDMA technology gains adherents, an alliance of Nokia, TI and Interdigital could be quite formidable, says Strauss. In its annual report filed Nov. 17, Qualcomm reported that it had licensed patents from Interdigital essential to its own CDMA technology. That day marked the launching point for Interdigital stock, which had hovered around 6 per share for years. Since Nov. 17, the shares have jumped more than 700%. "Qualcomm will try to force its patents on everybody, but don't believe Qualcomm will own the world," says Strauss at Forward Concepts. "Interdigital was doing CDMA before Qualcomm even thought about it." The Interdigital investor says that for Interdigital, which generated just $99 million in revenue for 1998, just a tiny piece of Qualcomm's CDMA business could mean significant growth. And that could mean more growth in the stock.