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

To: Gus who wrote (3622)	1/25/2000 7:35:00 AM
From: John Bachman	Read Replies (1) \| Respond to of 5195

Today's WSJ listing of companies says IDC is on page A13 but I could not find it. Anyone see it?

To: Gus who wrote (3622)	1/25/2000 11:27:00 AM
From: w molloy	Respond to of 5195

GSM Handset Bill of Material Lowest cost doessn't equate to a viable handset in todays market. The lowest competitive cost for a dual band GSM phase 2 handset, with a reasonably comprehensive set of features, is around $100. Cost centers around the radio and FLASH. FLASH for a basic 'phone runs to $12. For a high end 'phone (with VOX recognition for example) FLASH will increase to $24 w

To: Gus who wrote (3622)	1/25/2000 1:14:00 PM
From: Bux	Respond to of 5195

By our estimation we've taken down the bill of material for a GSM handset by about 30%, Grant said. Manufacturers in reasonable volumes can build a complete GSM terminal for around $40. That's quite an achievement. Does this impact IDC's GSM royalty stream? What would be the best way to create a model of IDC's GSM/TDMA royalties so we can see what kind of growth rate will be required to offset the GSM/TDMA ASP reductions? I can't find the info in the SEC filings. Sincere responses welcome, Bux