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

To: Jim Lurgio who wrote (3753)	2/4/2000 9:41:00 PM
From: w molloy	Read Replies (3) \| Respond to of 5195

>> There's a lot of information in the SEC nd you and Bux should frequent there more often instead of making us do your leg work. Jim - you should have guessed from my mail that I did consult with the SEC 10Q's. I stopped at the consolidated financial results and didn't get deep enough into the notes. However - I was challenging Darrell's key $300million figure for licensing revenues. I'm still not happy with the 12% of 800million tatal sales assumption, but it is easier (and cheaper) to research the $300m licensing revenue assumption, which the 10Q's (going back to 1996) don't support. I'll re-itterate Licensing and strategic partner revenues (in 000's) 1999 (9months reported) 56,285 1998: 92,221 1997: 5,982 1996: 28,719 A total of $183million for licensing and partnership. (sources 10q for 1999 figures, IDC Annual report for 1996 to 1998 figures ) The figure for licensing alone could be gleaned ftom the notes. Why didn't IDC break the licensing figure out? If I don't have anything to do over the weekend I will take a look, but I can already see that it won't be anywhere near $300 million. Darrell figures claim approx 6% royalty rate ($3.13 on a $55 BOM 'phone) based on the $300 million licensing revenue. That makes it easy to pro-rate the per 'phone figure, if one accepts the 12% (IDC revenue came from 12% of TDMA sales) and 800million total 'phone sales. so $100million licensing revenue equates to 2% royalty rate, $50million euates to 1% etc. w. PS - what happened in 1997?