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

To: w molloy who wrote (3823)	2/9/2000 7:30:00 PM
From: D.J.Smyth	Respond to of 5195

molly, as if you didn't know (or are you pretending to be angry?), Q's $178 million includes royalty payments on ASIC design and production, not only handsets and infra. you are comparing IDC's royalties from a TDMA design without ASIC compensation against Q's with. but, IDC will be there with the ASICs. you may want to do some research into their system on a chip. let's make some phone calls. nevertheless, that 12% is not "12% of GSM". you may want to re-read IDC's 10qs to discover who the licensees are and the different divisions of TDMA which IDC licensed.

To: w molloy who wrote (3823)	2/10/2000 4:36:00 PM
From: Jim Lurgio	Respond to of 5195

Molloy This from the IDC's Rip Tilden. ragingbull.com The company?s largest source of revenue is the licensing of these technologies to wireless companies. Tilden says, ?Today, Interdigital has 21 TDMA licensees, who have contributed about $250 million to $260 million in revenue.? Actually I was much closer than you on the estimate. I never said the revenues were impressive I just said Darrell was not that far off on his estimate for you to make a major issue about it. Now what I'm backing up for the last time is IDC had recurring revenues of 2.9 million dollars in the third quarter and I was very close estimating total revenues received for licensing agreements