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: Gus who wrote (3489)	1/21/2000 5:00:00 PM
From: Bux	Respond to of 5195

LOL, Jim. What can I say? When 1 (CDMA) goes to 2 that's called phenomenal growth. When 8 (GSM/TDMA) goes to 11 (growth of 37.5%) that's called slowing down, the scale economics of 11 vs 2 be damned in an industry where repeat business generates a significant part of the profits. LOL You sure laugh out loud a lot more than you address the issues. What is the significance of the growth rates of GSM/TDMA vs. CDMA when none of the IDC "experts" will even answer these two simple questions: 1)What percentage of IDC revenue stream is currently derived from key GSM/TDMA patents held by IDC? 2) What income does IDC derive per GSM subscriber? (e.g. QCOM derives ~5% royalty per CDMA 'phone built with a third party ASIC) When these questions are answered it will make more sense to look at subscriber growth rates and project some earnings models for IDC since there are no analysts currently doing this. A recent post here has a link to some previous (but recent) earnings projections. It appears that not only did IDC earnings shrink last year but they are projected to shrink this year as well. How is this possible for a stock with such a high p/e and even more surprising, how is this possible given the high growth rate of GSM?TDMA technologies? Bux

To: Gus who wrote (3489)	1/21/2000 5:16:00 PM
From: Jim Lurgio	Read Replies (2) \| Respond to of 5195

Gus , I read about Clontz and his company in China. I would think it very odd if they build a WLL and didn't use IDC's fixed product. How could a guy be a board member of a technology company and use another company's technology? I would think he would resign if that was the case. I think we can feel comfortable that if there's a WLL offering by his company they will use IDC's B-CDMA. When I spoke with the rep from Samsung who was doing the trial in China he was very pleased with the results. I lost contact with him because IDC closed that door on me.