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

To: Manx who wrote (3900)	2/13/2000 5:38:00 PM
From: Manx	Read Replies (1) \| Respond to of 5195

FROM RB: By: gunesh Reply To: None Friday, 11 Feb 2000 at 3:46 PM EST Post # of 52815 IDC is an embarrassment for analysts who just do not seem to get the picture. I have been watching and buying IDC for some time now. I have absolutely beaten the market big time. What perplexes me is why the analyst community seems to have blind spots when it comes to certain stocks. IDC has 800 patents in CDMA and TDMA. Many of the patents in their portfolio are going to be very hard to get around in the next generation. They finished 1999 with a very strong cash position even though there was an episodic decrease in earnings per share. We all knew that was coming. Look at the cash position. It is very solid. Look at the patent portfolio. It is hard to beat. Whereas it is true that Qualcomm has some very good patents, for the long term IDC is in at least as strong a position. From a technical point of view that seems to be above the horizon of most analysts the IDC portfolio is like an undiscovered country with vast resources for the future. W-CDMA and B-CDMA are technically, where the not too distant future will be. I am a scientist who has been involved in breakthrough technological developments for over twenty years. I can read the Patents unlike these so-called analysts. I have seen what floats and what sinks. IDC's Patent Portfolio is no Titanic sinking in a sea of over-inflated expectations. I am not so sure about Qualcomm's. I admit to having made a large sum riding Qualcomm's wave. For this, I am grateful. I just see some major technological holes in Qualcomm's boat that to my knowledge only Patents from IDC can fill. Maybe Qualcomm and IDC will make some sort of deal in a win/win scenario. I hope so for Qualcomm's sake. It is funny that people still refer retrospectively to the Motorola debacle of a few years ago. That adjudication was one of the worst embarrassments in US Judicial history. The Judge even admitted that he was not truly technically informed enough to understand the full details of either side's arguments. The Ericsson case arises at a time when the US Patent Office has just upheld and renewed the basic IDC claims, which are the pivots upon which their case against Ericsson turns. The implications are huge. The amount of money owed to IDC in back royalties would cause an explosive growth in earnings per share. A friend of mine in Germany, who is a seasoned investor, told me recently that he and many of his friends in Germany have watched the IDC drama with puzzled interest. The German courts, which are highly competent in technological matters, have consistently upheld IDC Patent Claims. After the Motorola decision by an unqualified jury he called and said, "How can your courts be so stupid?" I do have a theory, which I will finally float here. IDC holds technological breakthroughs that are just too far ahead for all but the best informed to grasp. When you see a B-CDMA demonstration (like one that was done in Germany two years ago,) there are almost no dropouts due to signal attenuation. In fact, such dropouts virtually disappear. Your can hear perfectly in a subway station. Simultaneous voice, data (at ISDN rates), and video communication are inherent capabilities. This stuff is right out of Star Treck or Earth the Final Conflict but it is here and now. For the engineers at IDC this is not stuff of the future. It is not just speculation. It is what can be demonstrated now today. (Analyze that.) In the meantime I am very grateful for the lack of foresight and even good research that has put IDC back to it's current levels. It allows people who would not normally be able to enjoy the incredible upside potential of this stock to actually afford it. This time the bears are going to get their feet caught in a Broadband trap.