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

To: Jim Lurgio who wrote (4432)	7/12/2000 11:37:52 AM
From: biostruggle	Read Replies (2) \| Respond to of 5195

Jim you miss the point. Is IDC going to get any revenues from 3G. Right now I'd have to answer "no".

To: Jim Lurgio who wrote (4432)	7/12/2000 4:49:22 PM
From: w molloy	Read Replies (1) \| Respond to of 5195

Jim - the question was regarding revenue, of which IP licenses forms only a part. Jacob's would like a quick introduction of CDMA. He knows that QCOM is best positioned to deliver CDMA2000 'early' (earlier than competing WCDMA technology). The delay in network rollout implied by WCDMA adoption would clearly hurt QCOM, both in IPR revenues and ASIC sales, where QCOM would face competition from NOK/IDCC and others. Taking IPR revenue on its own, QCOM have stated what they expect to charge for "WCDMA" - I sense some fudging here. They can clearly set a rate for CDMA2000, but I don't see how they can set a rate for DS_WCDMA. Have the patent pooling arrangement been set already? w.

To: Jim Lurgio who wrote (4432)	7/12/2000 5:09:22 PM
From: Ruffian	Read Replies (2) \| Respond to of 5195

<I think for any Q investor to think Qualcomm will dominate the new standards as they dominated IS-95 is in for a big shock.> Stay tuned............:)

To: Jim Lurgio who wrote (4432)	7/12/2000 6:43:59 PM
From: Gus	Respond to of 5195

Good post, Jim. This is an interesting excerpt from Motorola's earnings release: Telematics Communications Group sales and orders were very significantly higher. The group won a major award from BMW to provide a fully integrated digital phone based on Motorola's StarTac(TM) design. Motorola also announced a strategic relationship with OnStar, a unit of General Motors (GM), and Saturn Electronics and Engineering, under which advanced wireless electronic applications are expected to be eventually offered as an option on virtually every new GM vehicle, beginning on some vehicles with a 2001 model year. biz.yahoo.com UbiNetics, which licensed with IDCC earlier this year, already has a design win from Motorola for at least one GSM telematics device in Europe, which many believe will be able to rollout such consumer datacentric devices faster because of the harmonized nature of its spectrum and its unified technology platform. The automotive industry is leading the way in the use of GSM technology in non-voice applications, according to UbiNetics, the technology venture of PA Consulting. In a deal worth over half a million pounds, UbiNetics announced today that it has signed a contract to supply supplied GSM receive-only modules technology to Motorola Inc., who will integrate them into GSM mobile receiver systems. Under a collaboration agreement with Trafficmaster Plc, also announced today, Motorola will supply these GSM mobile receiver systems which will be used to deliver dynamic traffic information to in-car navigation systems by means of GSM Cell Broadcast. ubinetics.com Since UbiNetics already has a strategic relationship with Orange, which is now part of France Telecom (now with 30+m subscribers), you can already get an idea of how fast this rollout can happen in Europe. Orange, the UK's most advanced digital mobile phone network, today announced a multi-million dollar strategic partnership with wireless technology specialist UbiNetics to undertake joint development of a range of high-speed data and internet access products. The first stage of the partnership will be a US$7 million agreement to develop the Orange UbiNetics Type II PCMCIA radio card, a dual mode HSCSD/GPRS (High Speed Circuit Switched Data / General Packet Radio Service) wireless modem to support this standard. The card will support mobile data rates of up to 57.6kbps - more than five times faster than existing mobile data speeds - and launch later this year. Other products that the two companies will work on include a range of clip-on modem devices for PDAs (personal digital assistants), including the Palm V; and a range of embedded telemetry modules based on HSCSD and GPRS technologies, which will support applications from the automotive to the medical world. ubinetics.com It looks like that recurring royalties from UbiNetics ALONE will quickly grow from a trickle to a torrential flow considering that IDCC only has 53 million shares outstanding.