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

To: Gus who wrote (4354)	6/26/2000 3:00:00 PM
From: w molloy	Read Replies (3) \| Respond to of 5195

On royalty revenue stream calculations Your analysis would have better credibility if it didn't have so many assumptions, or a best/reasonable/worst case analysis was presented >> 1'm assuming ASP. So you don't know. If VLSI or CNXT were IDCC license holders, what would their payments be based on, the price of the chipset to the OEM, or the BOM of the 'phone the OEM builds, or the ASP of the resultant 'phone. The chip vendors wold bridle a paying a rate on the ASP, a price they have no control over. >>There is no TDMA ASIC Companies like VLSI/Philips, CNXT and ADI/TTP would be most surprised to hear that, as would their OEM customers. >>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? Come on Gus - that was precisely the point you were trying to make. >>Since when did a casual sensitivity analysis pass for concession? ... Your credibility is already shot. When you use the phrase "even if". Your analysis would be better, and people like Bux and Carrenza would be apt to take more notice of you if you indulged in more 'sensitivity analysis'. Granted, my credibility is singed, but not shot. You wouldn't be responding in this fashion if it was. (I guess I'm on strike 2 - but you won't see strike 3.) >>How is that questionable? Nokia sold 79m handsets in 1999. Competition in the GSM handset business is hotting up considerably, with new, high tier offerings from the likes of Samsung (check out the the A100)and low tier offerings from companies like GVC in Taiwan about to hit the market. It's not clear that Brazil will go with GSM, the recent announcement reffered to spectrum allocation only. If it did go GSM, it would seem that ERICY has the best shot of securing the lions share of the market. NOKs deal with Tensol is intrigueing, since the Korean CDMA spectrum is also 1800MHz, but then QCOM would benefit, not IDCC. >>Now show me where Nokia is considering outsourcing handset manufacturing? The very recent and public Tensol deal, and also much less public deals with various outfits in Taiwan. >>Don't you even read the 10Ks? Yes, and like the analysts who no longer cover IDCC, (and show no signs of returning) I find them masterpieces of obfuscation. BTW - you said in your earlier post that the QCOM-IDCC settlement only applied to a restricted frequency. Do you have specific evidence of that, since the received opinion on all the other threads is that isn't the case. w.

To: Gus who wrote (4354)	6/26/2000 6:00:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 5195

Good news on Orange/Sonera: ragingbull.com Good news on Orange/Sonera: (Ubinetics has a sole source supplier contract to Orange for GPRS. If successful, an Orange acquisition of Sonera will increase Orange sell through by 50% - here come dos GPRS phones!) Today's Top Stories Sonera on Orange hit list By Paul de Bendern, Reuters 26 June 2000 Shares in Finnish telecom operator Sonera Corp, a pioneer in mobile Internet services, soared on Monday after a report it was a target of Hans Snook, boss of UK telecoms firm Orange. On Monday, Britain's Times newspaper, which did not cite sources, said Sonera was the prime target of Snook, chief executive of Orange, which was acquired by France Telecom earlier this year. Sonera is seen as an enticing target for Europe's leading mobile phone operators who want its expertise in the mobile Internet area, which is seen as key to future success for these companies as Europe moves to third generation (3G) mobile networks that will provide advanced mobile services for subscribers. The Times said Snook and France Telecom Chairman Michel Bon had met the management of Sonera - with a market capitalisation of over 40 billion euros ($37.28 billion) - to discuss a possible takeover of the Finnish operator. France Telecom and Sonera declined to comment. "Many players are talking to each other," said Sonera spokesman Samppa Seppala. "We are investigating various alternatives, and Europe is of course our strongest area." At 0845 Sonera shares were off earlier gains of almost eight percent, trading up 5.5 percent at 53.99 euros in a negative market, but still far below its life-high of 97 which was set in early March before falling along with other telecoms. But the share has doubled since its 1999 average trading price of 26.55. Sonera was seen helped by the Times report and Sonera CEO-designate Kaj-Erik Relander's comments last week. Another broker said interest was also heightened by the start of an IPO of shares in Sonera's Turkish associate Turkcell. Sonera is selling 10 percent of its Turkcell stock. SONERA SAYS DEAL UNLIKELY BEFORE YEAR-END On Friday, Relander told Reuters Sonera planned to take part in the rapidly consolidating telecoms industry but that a merger transaction was unlikely to happen by the end of this year. "We could certainly get into a serious phase (of talks) by the end of the year," Relander said. "It is very, very early to say there would be a transaction by the end of the year. I doubt it, but if things proceed well I don't see why it couldn't happen." Relander said the firm had talked to the world's top-10 mobile phone groups about consolidation, but Sonera was not for sale. Sonera has been rumoured to have been approached by Spanish Telefonica, France Telecom, Dutch KPN Telecom NV and Vodafone AirTouch. Relander has said Finland was too small for Sonera, as rivals in the Nordic region are also finding with their markets. This was highlighted on Friday when Swedish telecoms operator Telia made a surprise $2.6 billion bid for Norwegian mobile phone operator NetCom. Sonera aims to be a global player in mobile telecom services and supporting technology and would look for partners in these areas. Sonera's mobile Web assets include the popular Zed portal and the data encryption unit SmartTrust. A sale of Sonera was made easier last week when parliament authorised the government to sell the state's entire stake in Sonera, which currently stands at 53.3 percent. (Additional reporting by John Acher in Helsinki)