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

To: w molloy who wrote (4450)7/14/2000 7:52:57 PM
From: Jim Lurgio  Read Replies (1) | Respond to of 5195
 
Molloy , Your the first Q investor that admitted that the Q wouldn't do as good revenue wise if another standard is chosen over CDMA2000.

However to have essential IPR in the CDMA standards they will do much better than most think. I also think others such as IDCC will also be in the game. Like I said 1/2 loaf is better than none.

Jim



To: w molloy who wrote (4450)7/15/2000 10:13:49 AM
From: Terrapin  Read Replies (1) | Respond to of 5195
 
Slightly OT-
w molloy or others,

Which companies do you see playing a role in WCDMA ASIC manufacturing? Texas Instruments? Intel? LSI?

I am looking for a possible investment in this area and was wondering what others thought about it.

TIA,
Terrapin


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