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

To: Jim Lurgio who wrote (4324)	6/22/2000 12:55:00 AM
From: w molloy	Read Replies (2) \| Respond to of 5195

>> It looks like Brazil is making the same foolish mistake as China by deciding on GSM today. Yes. Great for the ERICY, Seimens and NOK investors. A kick in the 'nads for QCOM. With IDCC's historic lack of GSM related earnings, why is this good news for IDCC?

To: Jim Lurgio who wrote (4324)	6/22/2000 2:41:00 AM
From: Gus	Respond to of 5195

Thanks, Jim. That's a good presentation. Wasn't that the same presentation made at Radio Wall Street a few months ago? Also, I wouldn't be surprised if ERICY objected strenuously to any SM report that doesn't comform to their extremely narrow interpretation of the patent claims at issue. An unambiguous win by IDCC on the claim language to be presented to the jury would probably force the new management team at ERICY to seriously reconsider their scorched earth legal strategy in front of a Texas judge whose legal name is Barefoot Sanders.<g> Furthermore, while ERICY's network infrastructure business is doing well, its handset business continues to suffer. I believe it was Siemens that recently dislodged it from its number 2 position in Europe while Alcatel added insult to injury by pushing it down from the number 3 slot. Since the handset business is the logical starting point for any wireless device strategy, alarm bells must be ringing all over ERICY's headquarters over these developments.