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

To: Manx who wrote (3092)	1/4/2000 5:09:00 PM
From: Manx	Read Replies (1) \| Respond to of 5195

FROM RAGING BULL: By: corpgold Reply To: 30821 by lakefolks Tuesday, 4 Jan 2000 at 4:45 PM EST Post # of 30853 lake, from the article: "Japan will become the first country to launch an advanced 3G Web phone which will offer faster Internet access and video display, as well as allow callers to use the same number and handset worldwide" Gilder's premise that (a) the U.S. is ahead of Japan in internet buildout/users therefore (b) the U.S. based mobile technology (Qualcomm's) will control the world buildout seems falacious. It's falacious because you can not draw a straight line from computer internet use to mobile phone internet use. We know that both Europe and Japan are far ahead of the U.S. currently relative to mobile phone use and behind the U.S. in computer internet use. Japan nor Euorope does NOT need a computer advent to build out a mobile phone advent. The two can be viewed as principally mutually exclusive. Internet based mobile phone technology will advance relative ONLY to the current MOBILE PHONE TECHNOLOGY used in the country. Thus, if you have a large user base of mobile phones it isn't difficult to assume you'll have a large base of internet user mobile phones. Therefore, Gilder's comment (since it was mentioned here) that the US based technology (Qualcomm principally) will control the internet mobile market becuase the U.S. is ahead in the internet market in general, under the above assumption, wouldn't hold true. Gilder's inference is taken one step further: Qualcomm technology will advance beyond that of Nokia's technology because of his conclusion. But, if you're initial premise is invalid, your inference is invalid. Nokia is currently the leader in mobile phone technology worldwide relative to (a) number of handsets sold (they make money on their handsets, Qualcomm couldn't), and (b) total infrastructure buildout for mobile access - combined CDMA, GSM and TDMA, relative to dollar value of contracts. My premise would be (a) because Nokia is currently leading in the mobile phone market world wide, isn't it more valid to infer that (b) Nokia's mobile phone technology (i.e., Japan's and Europe's) will also lead in this race? Please remember that IDC's 3g technology and results are better known among their foreign asset base than in the U.S. market. Thus, IDC's relationship with Nokia to produce 3g IPR blocks for mobile internet phones becomes that much more important. IDC DOES NOT MERELY represent an RF engineer project for Nokia because Nokia was running behind in the number of engineers it needed to complete certain projects.