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

To: advinfo who wrote (3353)	1/13/2000 4:33:00 AM
From: JP Sullivan	Respond to of 5195

I think Q investors are of the opinion that Nokia will come around eventually and purchase ASICs from Q because only Q can make CDMA ASICs that work. There has been some speculation on the Nokia thread that perhaps Nokia's own ASICs don't work all that well. The implication of a NOK-Q deal, of course, is that IDC would be left out in the cold. The interesting question to ask is why bother working with IDC in the first place? Why not just go right to Q? A red herring? Smoke screen? To what end? So many questions but no answers. As far as the sale of Q's handphone division is concerned, there was a lot of talk about Nokia and Motorola being very interested; however, that tidbit was said to have come from Q itself and not Nokia or Motorola. Anyway, it remains a mystery as to why neither NOK nor MOT snapped up that piece of property. I'm also a little hazy on this bit: did NOK purchase the R&D portion of the division or did KYO get both manufacturing and R&D? If NOK did purchase R&D, what are its intentions? Use the researchers to speed up development of its own ASICs? Again, why bother spending the extra dough when Q is ready, willing and able to sell all the ASICs that NOK could possibly need? Winston