Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: tcd who wrote (3151)	1/1/2000 4:13:00 PM
From: Quincy	Read Replies (2) \| Respond to of 34857

connected.hamquist.com primary interest is in the fifth and last paragraph. What form will 3G take in order to predict royalties? Will Dell buy a module off the shelf and drop it in to limit IDC's royalty scope? Or will IDC succeed in getting a royalty on the entire laptop? Will a 3G phone look no different than today's cellphones but with a USB port or a bluetooth connection and slim manufacturing margins? Will IDC succeed in producing a WCDMA ASIC or an actual product to market in the next five years? Will there be any customers of these products? NTT's, Nokia's and Ericsson's 3G and CDMA efforts predate any IDC agreement. That answers your "hand" question. WCDMA and BCDMA infastructure costs will never catch up to the efficiency of 1XRTT and HDR to satisfy the needs of 80% of all consumers. We just don't walk around with laptops tucked under our arms. Their spectrum choice alone defines the coverage and the increase in base station deployments. I don't think Omnipoint is going to spend billions deploying WCDMA in order to satisfy the data needs of less than 20% subscribers. They just might figure EDGE and GPRS are good enough. Where is IDC's revenue growth?