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

To: postyle who wrote (4364)	6/26/2000 7:29:00 PM
From: Bux	Read Replies (1) \| Respond to of 5195

Postyle, you are mistaken about this: In addition to the 10Mhz limitation in the '94 agreement is the limitation of QCOM's use of IDCC's technology to "...every patent issued on or before March 7, 1995." The agreement also covers foreign counterparts to the included patents and, more importantly, continuational patents of the covered patents even if they were issued between '95 and present. Many investors are of the mistaken notion that patents after '95 are not licensed to Qualcomm. True, some aren't but not all. You are also mistaken about this: ...as for the "10mghz thing", I would suggest that you review the ITU open documents fully before concluding this is a mild downer. it is actually very significant for TDMA, TDD and TD-SCDMA - three of the 5 approved 3g standards. tests involving CDMA2000 have also shown improved operability in the 10mghz-15mghz relative to data applications - thus, a partial reason for Qualcomm's need to invent and deploy HDR." HDR operates in a 1.25Mhz spread. What you say makes no sense. I do agree that the standards make room for and allow wider spreads to be deployed but that is so far into the future it's premature to be discussing royalties or relicensing of IDC patents for that reason. Battery life, for one, is a good reason spreads of even 10Mhz won't be deployed for many years and 10Mhz spreads are licensed to Qualcomm in the '94 agreement. How many more years before it makes commercial sense to go beyond 10Mhz? I have not heard from a single reliable source that Qualcomm and IDC were discussing licensing issues and I keep my ear pretty close to the ground. I think it is just wishful thinking by some who are so deep in IDC shares they can only hope a savior comes along. Possibly IDC indicated a desire to meet with Qualcomm for this purpose and were refused? You ask: I think the real question is "why do the QCOM supporters continue to rationalize that the limitations in the '94 agreement are a non-issue?" Perhaps it's because no one has presented a limitation that would actually limit Qualcomm's ability to produce and license the best CDMA ASIC's and technology in our little solar system in the next 5-10 years. Who knows after that but IDC's pre '94 patents will not even be valid by then. Yes, they have new patents also, yet I have not seen any that appear to be a stumbling block to Qualcomm. Just what limitation of the '94 agreement are you pinning your hopes on? Technology is moving to fast to dilly-dally around. Bux