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


To: Bux who wrote (3549)1/23/2000 5:14:00 PM
From: Techplayer  Read Replies (2) | Respond to of 5195
 
Bux, Thank you for your informative response. I certainly do not have the answers to your concerns. I also did not have answers to detractors or other uninformed investors like myself regarding QCOM. As a result, I did not invest in QCOM. Congratulations on your decision to not only buy QCOM in the first place, but also for holding it for the long haul. Since the 3G infrastructure is planned for between 2 and 5 years hence, it will be difficult to determine which of IDC's patents will be supported and used and also how much revenue will be available to IDC from those patents. The outcome of the ERICY case will also make a big difference in the short term outlook for IDC. What is difficult to disregard is the fact that Nokia is working closely with IDC. When an international powerhouse has a non-trivial relationship with a relative unknown, good things can happen. Examples of this recently are ELON (CSCO, SUNW and MSFT) and EDIG (LU and TXN working with them). The difference right now between QCOM in 1997 and IDC right now is that there are no informed analysts or technical experts on record behind IDC. Perhaps time will change that. Good luck,

Brian



To: Bux who wrote (3549)1/23/2000 6:59:00 PM
From: Jim Lurgio  Respond to of 5195
 
Bux , The main thing that IDC has that the Q doesn't have is PIE Eaters. Yes PIE eaters. Do you know what they do? They eat pies. If you think I'm kidding go to this link and click on careers. The 4th job opening is for a Pie Eater. Now click on it to see what they do. They must eat pies. I hope you and the rest check this out tonight because it's been reported to the company. Maybe they should have called it P-CDMA? After your review you will have to admit IDC has the edge.

interdigital.com