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

To: Manx who wrote (3368)	1/13/2000 4:01:00 PM
From: Manx	Respond to of 5195

More... from Raging Bull: By: corpgold Reply To: 39318 by artk Thursday, 13 Jan 2000 at 3:18 PM EST Post # of 39417 "TDMA is one huge cash cow..." well, will say immediately; the spread on earnings (ROI)for TDMA systems is currently greater for those installing; for the operators it is a question of services provided per individual, number of individuals served within a respective cell, number of services utilized by each individual within that cell. for installation, you can figure immediate potential 50% to 60% ROI for TDMA. for CDMA immediate ROI is closer to 20% to 30%; (on average for the larger carriers that continue to own the lines it's lower). some carriers go in the hole on CDMA installation initially if they are able to also control the per service function - own the lines and revenue derived from them (amount of revenue generated per individual over time relative to services used by that individual). BlueSkyWaves (whoever he is) seems to have studied this issue as well. As TDMA systems become more complex, however, and as CDMA systems costs through 3g operatives begin to fall, the immediate spread (ROI) will begin to show signs of narrowing - but CDMA ROI will never equal TDMA. Why? TDMA is an overall less complex design and buildout, even TDD. that simple. ADI's Orthello chipset will help decrease the cost of GSM phones by 1/2 (according to them). no such CDMA set has yet been developed - other than those in testing and developmental production by IDC/TI, Nokia, ERICY, and others. So, frankly, as the GSM platform continues to add features, GSM phones cost will stay level, but production costs will decrease due to designs like the Orthello, and others. i'm not an accountant (although, as part of my formal training I was in an MBA department). i just know some of the monetary circumstanes involved in installation through speaking with those that have committed to the systems. if we keep calling each other by our net names, we'll all need a permanent name change.

To: Manx who wrote (3368)	1/13/2000 4:38:00 PM
From: moat	Read Replies (4) \| Respond to of 5195

This is silly. Wireless TDMA has been around for years and years ... a very well know technology ... where Interdigital does have some IPRs which they acquired years ago (see below) ... but here are Interdigital's revenues for the past 7 quarters (in $M): 10, 46, 5, 38, 35, 12, 11. We all know wireless TDMA & GSM (a form of TDMA) have grown like crazy over the past few years, yet Interdigital's revenues don't follow TDMA(GSM)'s growth trends. Now the hope (spin) is they will collect TDMA royalties three years from now because 3G will be dual mode (GSM and CDMA) for many years. Also, regarding 3G CDMA: "Qualcomm stated unequivocally to Briefing.com that they "don't see any need for Qualcomm to use any existing IDC patents in the future" and that they "do not expect to pay IDC royalties" going forward. It can't be any clearer." Also, George Gilder on Interdigital ... posted: Thu Dec 30, 1999 12:28:58 PM -- read 1609 times, 4 replies author: GG subject: Re: TXN+IDC=QCOM? This story is more than ten years old. Interdigital is a "patent" company that originally bought key patents for TDMA and from the beginning depicted CDMA as "in violation of the laws of physics." As Qualcomm's CDMA neared approval by standards bodies, Interdigital tried to create confusion in the market and prevent CDMA's acceptance by claiming that Qualcomm's CDMA was inferior to their own pure "wideband" CDMA. These patents have been around for nearly a decade and they are irrelevant. Also: 11-Jan-00 Morgan Keegan (Kasargod, Ram) IDC LONG TERM OUTLOOK UNCLEAR - DROPPING RESEARCH COVERAGE "The company has not had a CEO since the departure of Mr. Gregory Webb (a former Vice President of Qualcomm who was appointed on 10/14/96) on 5/8/97. On 9/23/99 the company announced the resignation of its President Bill Doyle for personal reasons and the appointment of Mr. Howard Goldberg as Interim President. Dr. Gary Lomp, EVP & Chief Technology Officer also resigned as of 10/8/99." Hope, spin, pump, dump (of a technology company without a CEO, without a CTO; run by a interim-President who is a lawyer).