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


To: D.J.Smyth who wrote (3989)2/16/2000 3:54:00 PM
From: Bux  Read Replies (2) | Respond to of 5195
 
i see little possibility that (as has been stated by another) IDC "sold the farm" ad infinitum for every conceivable application, platform, or design which Qualcomm could build.

That is a different stance than you have recorded on the Dalglish IDC promo site. There you state flatly that the agreement does not apply to 3G.

Just a personal word of advice. If things go bad for IDC and shares drop, there might be a whole slew of investor suits. I wouldn't be surprised if you were named in them. That is just one reason of many why you should make sure you are not misleading new investors. After all, you are identified as a "telecom tech investment expert Darrell Smith", this is the things lawsuits are made of.

Bux



To: D.J.Smyth who wrote (3989)2/20/2000 11:43:00 PM
From: Manx  Read Replies (1) | Respond to of 5195
 
FROM the Texas Instrument Thread:
(NOTE: I own IDC/QCOM/TXN..., regards, ManX)

To: Patriarch who wrote (4740)
From: gdichaz
Sunday, Feb 20, 2000 8:07 PM ET
Reply # of 4868

Patriarch: Curious why TI is planning chips through 2010 without any participation whatsoever in the fastest growing
wireless technology - CDMA?

All mobile wireless will be moving toward one form or another of CDMA during that time period - either the
evolution from CDMA One or that from GSM to WCDMA.

As this shift takes place where will the market be in mobile wireless for TI's DSPs. Will sales be limited to GSM and
TDMA which will have a huge installed base but shrinking future growth prospects?

Yet there seems to be no plan for TI to participate in 2nd or 3rd gen CDMA mobile data where Qualcomm and
CDMA will have real advantages..

Or am I missing something?

Best.

Chaz

PS Am a long time TI investor and admire the company's management savvy greatly. Therefore puzzled by the
seeming blind spot or seeming lack of planning for future trends in mobile wireless.

PPS Is it that TI intends to concentrate on wired delivery systems or fixed wirelss and not mobile wireless for future
growth?