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

To: Carolyn who wrote (3315)	1/12/2000 3:55:00 PM
From: Manx	Read Replies (1) \| Respond to of 5195

Carolyn F: You pose good questions. I have no answer. Anyone care to comment? I copy the following from Raging Bull: Real Time Quote Chart Free E-Mail Raging IDC Links < Previous Respond Next > By: TexasHoldem Reply To: None Wednesday, 12 Jan 2000 at 3:23 PM EST Post # of 38185 Free Broadcast: Must listen for IDC holders: InterDigital Comm. Exec. Interview 2000-01-12 09:00:00 EST Executive Vice President Charles Tilden (IDC) It can be obtained from radiowallstreet.com This is my take from listening to this broadcast: Positives Large portfolio of patents Sufficient cash to ensure the company will add to patent portfolio Negatives Major corporations have withdrawn from alliances with IDC Patent portfolio is not mainstream since Nokia paid $30 mil for wide ranging licensing including future patents Company cannot predict long term licensing revenue, even give a minimum baseline Analysts drop coverage Final Take It is clear that IDC is primarily a research company and has patents that they have been deriving revenue from sporadically. The EVP himself said wait 2 more years to see how things develop. Question is what is a safe price to wait at while we see what develops. If the technology was lucrative the company would be taken over at around $15 ( 750 million )late last year. Using Nokia's recent payment of $30 million and assuming 10 other key licensees we have a license revenue of $300 million Adding assets of 100 mil and 100 mil goodwill a fair value is around $500 million which puts the stock back at $10. However using a continual license revenue of $100 million per year ( no basis for this assumption ) for the next 5 to six years justifies the current market value. Maybe they come up with some great new patents that will make them a true player.

To: Carolyn who wrote (3315)	1/12/2000 3:58:00 PM
From: Manx	Respond to of 5195

A similar sort of view from Raging Bull: By: ADAT Reply To: None Wednesday, 12 Jan 2000 at 3:41 PM EST Post # of 38194 BIG PICTURE IDC needs a CEO not an INTERIM president. Not sure how the analysit thing works BUT seems to me that the people at IDC could find 1) a CEO... 2) an analyst somewhere to start tracking the company's potential, and if this is not resolved SOON...I have serious doubts they can dominate anything. MARKETING and STRONG LEADERSHIP (in terms of company image to outsiders) are THE main problems I see with IDC. Take care of those two NOW otherwise IDC might follow the same fate as the guy who invented the television. You know who I'm talking about? Exactly. LET"S DO SOME BASIC housecleaning before inviting the neighbors to see Junior's trophies.