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: w molloy who wrote (3514)	1/21/2000 6:36:00 PM
From: Gus	Respond to of 5195

Figure the odds, Molloy. With the South Korean natives of its largest market (60%) increasingly more restive about Q's heavy-handed royalty regime, what makes you think any significant GSM/TDMA player will move away from the consensus forged with the 3G Patent Platform to contain 2G and 3G royalty costs by striking a deal with Q? It seems to me that Nokia, Ericy, Lucent, Nortel, ATT, NTT, BT, VOD and many others are all moving toward a technology-agnostic stance that allows them to be more customer-centric as PTTs around the world are deregulated. Guess what my friend, that favors the de facto standard with 400 million subscribers, GSM/TDMA. On the other hand, Sprint, the most prominent CDMA adopter outside of South Korea, is looking at the prospects of multiple battlefronts especially with Bell Atlantic going after long-distance. 500,000 or so handsets are sold every day while we chat. Have a good weekend. Gus P.S. I agree with you about the multiple-mode handset business. IDC's 22 licensees who have paid over $250 million over the last few years should tell you that they have GSM/TDMA and fixed/mobile CDMA patents to play that game. Pay attention to the way they structure their IPR building blocks for the first tier, second tier and third tier target markets, and the way manufacturing capacity is shaping up in different parts of the world, particularly Asia. As Bill keeps on reiterating on his web site, to each his own risk-reward analysis, right?