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


To: Wayne who wrote (3744)2/4/2000 11:49:00 AM
From: w molloy  Read Replies (3) | Respond to of 5195
 
Qualcomm seems to succeed at overstating the case but gets rewarded in the market while our company is pretty quiet and somewhat the wallflower.

Well - you have got to work with what you have

QCOM supplies ASIC's for both the basestations and handsets and has an verifiable royalty stream (barring the knotty royalty rate issue).
They haven't always been the darlings of Wall Street, something the recent QCOM boosters seem to forget.

IDC has lost its chairman and the only analyst covering the stock (the analyst obviously didn't have access to the information available on this thread).

The figures posted in the recent analysis (Darrel Smith post siliconinvestor.com are bogus - as I have demonstrated.

I am still waiting for a rebuttal.