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

To: w molloy who wrote (4542)	10/18/2000 6:07:44 PM
From: mightylakers	Read Replies (1) \| Respond to of 5195

Yes molloy, it's exactly why I don't take it as a positive news. We all know the engineering cycle. Think about all the time need for the new hires to catch up, all the designs, developments and testings need to be done. Ramping up the work force in such a late time is not a sign of leadership in this industry...

To: w molloy who wrote (4542)	10/19/2000 12:12:26 PM
From: Gus	Read Replies (3) \| Respond to of 5195

1) With 160 engineers, IDCC finally seems to have staffed a serious ASIC effort. The begged question is how they could claim to offer ASIC solution(s) without a fully staffed project. As usual, Molloy, you sound like you know what you're talking about, but you're really saying nothing. Ever since the Nokia contract was signed in early 1999, IDCC has been proceeding on two major projects: WCDMA-TDD (with Nokia) and WCDMA-FDD (independently). The top priority was naturally given to the TDD project even though Nokia expects the TDD version of WCDMA to roll in after the FDD version in the hierarchical cell structure of WCDMA. IDCC's ability to hire engineers at a rapid clip during the early stages of an industry price war indicates, at the very least, that IDCC has a credible wireless program, nothing more, nothing less. I was expecting a more radical approach, with quite a bit more detail What? And roll the dice again with a radical program with a more vague time to market? LOL. If there's anything this company needs right now, it is to develop new wireless products for 2G, 2.5G and 3G given how the estimates of technology adoption have become more realistic. Something further along the lines of the Ubinetics deal which, as you recall, initially focused on practical wireless products for GSM and TDMA networks.