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


To: moat who wrote (3370)1/13/2000 4:51:00 PM
From: Techplayer  Respond to of 5195
 
moat, Your data is re-used and old. You certainly sound as if you are short this. If so, why didn't you cover yesterday? Brian



To: moat who wrote (3370)1/13/2000 4:57:00 PM
From: Al's Fun  Read Replies (2) | Respond to of 5195
 
Ouch...you short???



To: moat who wrote (3370)1/13/2000 11:14:00 PM
From: Sam Ferguson  Read Replies (1) | Respond to of 5195
 
Moat a word of caution:
The SEC is investigating IDC trading for the last 6 weeks. Be careful and present facts to back up up statements. I know several on ragingbull under investigation now and I'm sure they will check yahoo and here also.

There have been many lies misrepresentations and they said they would prosecute to the fullest.

I do not care whether you bash or not but I doubt you knew the investigators are checking.

Good luck and do due diligence before making rash statements. That way you have something to back you if you are shorting.



To: moat who wrote (3370)1/14/2000 11:16:00 AM
From: D.J.Smyth  Read Replies (2) | Respond to of 5195
 
moat. a response to your concerns regarding pump. Dr. Gary Lomp, although considered a "cheif technology officer", was in fact "cheif technology officer" of the fixed wireless operation. When IDC began to move toward mobilizing the technology of broadband CDMA (actually the move began in late 1998), his operation was disbanded and duties transferred to others who, we believe, were higher up on the newer CDMA technology advents being developed (turbo coding, for example - a Nokia initiative). Lomp did present himself to the BOD; probably for the purpose of CEO (you'll have to ask him), and was turned down for this position. Although every wireless engineer in today's market is considered invaluable, it is doubtful that you'll hear much from Lomp again relative to his making a significant contribution to the wireless community. Lomp was more a facilitator than a scientist so we're told. He does have patent activity, but the activity was mainly a generation of other's ideas at IDC that held more productive revenue bearing weight in the eyes of management. As for the departure of Doyle... for whatever reason there was considerable relief after he left. A new CEO at IDC would have probably let him go anyway. IDC's revenue production was primarily the work our our Japanese partner and Goldberg anyway, the current interim president.

In regard to IDc's revenue stream: most of IDC's revenue has been generated from "upfront" payments of TDMA licensing relationships. IDC's new revenue stream, however, is coming from rnewals of those arrangements - as the upfront fees are eaten through and per phone sales come on line. Some of IDC's current licensing agreements are ALL per phone sales now, Denso and Shintomi for example. NEC is also on a per phone sale basis so I've come to understand. NEC, as you know, dropped CDMA plans in the U.S. to go fully TDMA - good news for IDC's TDMA renewal base. TDMA renewals this year will increase nearly 1800% over last and double again the year following given the upfront payments coming off line and per phone sales coming on line.

T's payment to IDC could also prove significant once ERICY settles.