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

To: Ramsey Su who wrote (3393)	1/14/2000 8:13:00 PM
From: George the Greek	Read Replies (2) \| Respond to of 5195

I, too, find the IPR and royalty stream issues difficult to fathom (an understatement!). I've read a lot of Dalglish's information, which frankly is interesting, but I think we, even those without noses, can smell a bias there. The company website has a fluffy PowerPoint presentation. The company website says those nice things about 'agressive' pursuit of licensing the patent portfolio. But I don't really see the evidence that they are going to clean up on retroactive royalty streams from (2G) TDMA & GSM from all parties. I would like to believe they are going to clean up (financially), but do not feel convinced in any way. Down we go into the mushy world of IPR litigation and licensing, and, as evidenced by the historical Motorola-IDC case, it is not at all clear, looking into the crystal ball, what the future holds. All statements see to be forward-looking, talking about 3G licensing, development relationships, and the in-development B-CDMA ASIC (with TI). Just someone on the sidelines with a big interest in wireless, George

To: Ramsey Su who wrote (3393)	1/15/2000 12:16:00 AM
From: Jim Lurgio	Read Replies (2) \| Respond to of 5195

Ramsey , The truth is in the pudding and that is the patents. Don't listen to me but go with the flow as Nokia has. Look at amount of users of TDMA/GSM and then ask yourself who has the best interface? People want to try and figure out who's going to win the game but that's not going to happen. Count the marbles and if who ever has marbles in 3-G is part of the game. You know IDC has patents in GSM/TDMA/CDMA and the ITU has included their IPR in all 5 standards. The Q is in 3 standards so IDC does have a good chance as a competitor. All you guys should have bought at 5 as it was better than any option you could have bought on the Q to protect your shares. It was an option that never expires. The whole float has turned over above 50 which says something. Next week to me should be very good for IDC. They had a S-8 filing and approved over a million options at 45. That to me signals a CEO is coming that might fit the company.