To: Jim Lurgio who wrote (3398 ) 1/15/2000 3:04:00 PM From: Ramsey Su Read Replies (2) | Respond to of 5195
Jim, you know I have looked at IDC many moons ago and decided against investing in it. The recent excitment aroused my curiousity. I did look at the company website, followed the Feb with Nokia, reviewed the earnings reports for the last few quarters. Frankly, I do not see anything different between the IDC today vs a few years ago.interdigital.com Looking at the key personnel, IDC remains a very lightweight tech company. Looking at their Industry Relations, it appears that the relationship between Nokia, Samsung and TI are about it. Nokia, Samsung and TI probably got ongoing R&D projects in many directions. A quick search of all their home pages show nothing related to IDC nor B-CDMA. Could you point out what products these companies are working on with IDC? Siemens and ALA both looked, both said no thanks. As for actual products, IDC remains very allusive. Whatever ASICs they are developing should be ready for 3G? What am I suppose to make out of that? I still like to know what exactly are they receiving royalty payments from right now. Is it a chipset? Is is a cell phone? Comparing IDC to QCOM right now is meaningless. I am not sure what there is to compare? The progress made in the wireless arena in the last year is staggering, not to mention cable, fibre optic, satellite and who knows what is working on somewhere. Until I see a carrier such as T, Sprint, Nextel etc ordering something from IDC, I will remain on the sideline. In fact, if someone gives me some money that has to be placed on IDC, I would probably buy some March or later out of the money puts. Thanks for your help and I wish you best of luck with IDC. Ramsey