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

To: Gus who wrote (3493)	1/21/2000 5:10:00 PM
From: Bux	Read Replies (1) \| Respond to of 5195

You are playing the same games with W Molloy that you try to play with me. Namely claiming I have said something that I didn't. Here's what W Molloy said in the post you provide as "proof": Why aren't IDC in San Diego? Can they source their engineering needs locally? But here is what you tried to discredit him with saying: Weren't you the joker who made us laugh by stating unequivocally that since IDC is not located in San Diego, its fixed and mobile broadband CDMA technology must not be any good? You were just kidding, right? LOL That's quite a leap of logic! Bux

To: Gus who wrote (3493)	1/21/2000 5:23:00 PM
From: w molloy	Read Replies (1) \| Respond to of 5195

>> average out the upfront payments over the last few years and use the $3 million recurring royalty stream as of the 9/99 quarter to calculate future revenue streams based on a per handset royalty of $0.50, $0.75, $1, $1.25, I've done my DD and want to know why Jim, yourself and others think this stock is worth $35 a share, especially when for the nine month ended 9/30/99, revenues decreased 5% to $58.3 million. Consider the other IP based firm QCOM - for the fiscal year ended 9/30/99 total revenues rose 18% to $3.94 billion. $3 million/qtr as a reccuring royalty stream! And how many GSM/TDMA users were there in 9/99? Around 400 million. The per handset royalty you quote for future revenue streams looks inflated. Why aren't IDC earning these figures now My question regarding the respective locations of IDC and NOK were genuine. NOK chose to invest heavily in SD (not King of Prussia) for CDMA. This is significant, and calls into question NOK's ties with IDC. NOK isn't the only major company to relocate to SD because of telecommuniations in general and CDMA in particular ERICY Siemens Mitusbishi Uniden LG Conexant IBM Sony 3COM