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

To: w molloy who wrote (4351)	6/26/2000 2:21:00 PM
From: Gus	Read Replies (2) \| Respond to of 5195

What is royalty paid on? ASP, BOM or the price of the ASIC? Haven't you been saying that the BOM for GSM handsets is around $40? I'm assuming ASP. There is no TDMA ASIC to speak of and that speaks volumes of your due diligence on IDC. Current ASPs are around $150-$180, I'm using $100 for the 2002 timeframe. And thanks for totally distorting my past post indicating that according to ADI, their handset design will allow the lowest possible BOM to drop to $40. Where did I say that BOM for GSM handsets is around $40? and since you concede a 1/2% royalty rate Since when did a casual sensitivity analysis pass for concession? Not only is your memory poor, but you are apparently intent on squeezing every fact and inference to fit your sloppy analysis. For what, if I may ask? Your credibility is already shot. The other questionable assumption is that NOK can continue to sell 120million handsets a year until WCDMA kicks in. How is that questionable? Nokia sold 79m handsets in 1999. It is expected to sell more than 100m handsets this year. What is questionable is your implication that Nokia will not be able to grow at 10% a year to achieve 120m handsets in 2002. Is this what passes for critical thinking in your books? Just posing a nonsensical question? LOL. Nobody seriously expects the WCDMA market take off like a rocket. That is not the way RF networks are rolled out. Did you know that, along with ERICY, NOK are beginning to outsource handset design and manufacture to Taiwan, and this trend will continue in China? Now, I can actually see the way your lazy mind works. lol. Ericy is losing handset market share badly and it is outsourcing some handset production to Taiwan. Nokia is growing faster than the market because it is gaining market share. Now show me where Nokia is considering outsourcing handset manufacturing? As a matter of fact, Nokia just opened a new factory in China with 50% of annual production slated for the export market and 50% slated for the domestic market. I understood that NOK had identical agreements regarding the TDD and FDD variants. Don't you even read the 10Ks? The Nokia-IDCC co-development deal covers the TDD version of WCDMA ONLY so how can it also cover the FDD version of WCDMA? IDC's IPRs in the WCDMA (FDD) version are already covered by the structure for payment of TDMA and CDMA royalties after the end of the 3-year deal in 2/2002. Doesn't this remind you of the time earlier this year when you were humiliated several times by different folks who tried to explain to you that the Markman phase is different from the actual jury trial and that reading the actual court papers is a more productive way of gauging the actual progress of the litigation instead of using the lack of concern of the shareholders on the ERICY message board? LOL. Again, if this is the quality of your due diligence on IDCC then no wonder you're so emotionally attached to your QCOM stock. At the end of the day, however, the weak inferences that flow from a poor grasp of the facts invariably shows up for people to judge for themselves. Poor Molly!