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

To: Jim Lurgio who wrote (4092)	2/29/2000 10:51:00 PM
From: w molloy	Read Replies (1) \| Respond to of 5195

Busted! First you say: IDC has not had significant (i.e. QCOM like) royalties from GSM. Then you say: IDC have failed to collect on GSM Which statement are you going with? The first one. The second statement should be consistent with the first.... In context, I should have written... >>>>>>>>>>>>> 3) IDC's potential earnings from TDMA - IDC have failed to collect significant (i.e QCOM like) royalties on GSM - IDC have a critically important action against ERICY due to be heard in a few weeks. - IDC lost a very similar action against MOT For the short term, IDC shareholders are gambling on the outcome of the ERICY litigation <<<<<<<<<<<<< Do you agree with the short term observation? Your post continues... Then you ask : How will they collect from the other GSM/TDMA players? Do you ever read any of the news releases? Yes - I did. Your answer to my question then is that IDC will maintain the current model of negotiating on an individual vendor basis, rather than join the GSM IPR pool? This strategy has cost IDC dearly. The releases state "Since February, 1998, we have entered into six new patent licensing agreements and re-negotiated two existing agreements, generating over $120 million in revenue. The total license revenue for the last 10 years is a little over $200million (I know you think it's closer to $300million), however QCOM earned $174million in the last quarter alone, from a much smaller CDMA base (vs GSM/TDMA). Gus will repeat his mantra about increasing royalty rates. Save you breath, Gug. If IDC win against ERICY, you will be correct, up to a point. If IDC refuse to join the IPR pool, they will have an ERICY type fight every time they try to collect against significant IPR holders. If IDC lose outright, abandon ship A third possibility is an out-of-court settlement. I don't recall anyone mentioning this. (Too busy parsing my posts, I presume). ERICY has significant, possibly essential IPR for TDMA. I think it is quite likely that a deal similar to IDC's 1994 cross license CDMA deal with QCOM could be struck. Speculation anyone? Good for IDC? Bad for IDC? Potential size of the settlement?

To: Jim Lurgio who wrote (4092)	3/1/2000 3:11:00 AM
From: Gus	Respond to of 5195

When and if you find the answer to that you will be headed in the right direction. LOL. Do you think this mutant grasshopper called Molly will ever get it, Jim. I'm really curious if the heuristic -- or the act of assisting discovery -- will work with Molly whose idea of due diligence consists of making other people dig for facts while he stubbornly insists that QCOM -- the O-N-L-Y player in current generation 2G CDMA -- is the logical center of the next generation 3G CDMA universe. How hard is it anyway to piece together the easily verifiable facts that show that there may be about 7 or 8 sources of complete, standalone 3G CDMA technology -- QCOM, Motorola, Lucent, ATT, IDC, Golden Bridge, Ericsson and Nokia -- derived from at least two competing approaches: a) Narrowband - Jacobs/Viterbi/Gilhousen, et al (1969 Linkabit/QCOM) b) Broadband - Schilling/Clomp/Paneth et al (1960 IMM/SCS/IDC/Golden Bridge) The amusing thing to watch is how persistently Bux and Molly mindlessly parrot the posturing QCOM PR line that the best 2G CDMA technology should be the basis for the best 3G CDMA technology -- even the 85% of the market earned the hard way by the big 5!! -- for which the best 3G CDMA technology is naturally the one that is congruent with 2G TDMA/GSM....and..... is supported by a global consensus that will make 4G holistic wireless possible. Holism refers to the theory that certain wholes are greater than the sum of the parts.