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

To: w molloy who wrote (4327)	6/22/2000 1:17:00 AM
From: postyle	Respond to of 5195

What is the source? IDCC's website: interdigital.com Does Nokia really license GSM from IDCC? I really don't think so. They really do. The even license CDMA from InterDigital. Even if this list was kosher, what explains the lack of GSM revenue? Nokia settled up with IDCC just last year. I believe a chunk of the $70 million was for past use of TDMA based standards. IDCC's revenue from Nokia should increase substantially from this point forward.

To: w molloy who wrote (4327)	6/22/2000 10:11:00 AM
From: Terrapin	Respond to of 5195

w molloy, I think you raise an excellent point. It has been addressed before but, I think, as time goes by and events develop it is the point that deserves rigorous attention. Of course, the point I am talking about is the actual collection of royalties from their technology. It is a management issue (and a legal one) but remember this is new management so past performance may not be applicable. [I know, I know, he was involved in Iridium; valid point] I am a speculative long because it is a volatile stock and the revenue model is predicated on their performance in the legal system upon which I place little faith. Many things appear to be going well for the waters in which IDCC floats. It remains to be seen that a rising tide will raise IDCC as well. JMHO, Terrapin