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

To: Gus who wrote (4784)	11/1/2002 8:40:26 PM
From: Gus	Read Replies (1) \| Respond to of 5195

CORRECTION, Again!<g> 3) IDCC's outstanding shares declined by less than 1% during the last 6 quarters while QCOM's outstanding shares increased by 7.7% primarily due to the difference of business models of both companies -- IDCC (TDMA/GSM/CDMA) vs QCOM (CDMA)-- and litigation risks. SHOULD READ: 3) IDCC's outstanding shares *increased* by less than 1% during the last 6 quarters while QCOM's outstanding shares increased by 7.7% primarily due to the difference of business models of both companies -- IDCC (TDMA/GSM/CDMA) vs QCOM (CDMA)-- and litigation risks.

To: Gus who wrote (4784)	11/14/2002 8:56:41 AM
From: Gus	Respond to of 5195

UPDATE Interdigital (IDCC) Royalty Income per Share (Gross) Royalties O/S Royalty per Share 1Q2001 $ 8.0M 53.13M $0.15 2Q2001 7.0M 52.59M 0.13 3Q2001 9.9M 52.60M 0.19 4Q2001 6.0M 52.89M 0.11 FY2001 $30.9M 52.89M $0.58 1Q2002 $19.0M 53.04M 0.36 2Q2002 23.5M 53.47M 0.44 3Q2002 13.8M 52.60M 0.26 4Q2002 - - - FY2002 - - - Royalty Income per Share (Gross) IDCC vs QCOM Last 7 Quarters IDCC QCOM MRQ $0.26 $0.30 [$243.3M/807.16M] 6 0.44 0.25 [$198.9M/806.90M] 5 0.36 0.24 [$194.0M/806.85M] 4 0.11 0.26 [$210.8M/806.04M] 3 0.19 0.25 [$189.3M/761.71M] 2 0.13 0.24 [$180.1M/752.06M] 1 0.15 0.31 [$229.5M/749.48M] Notes: 1) TTM Royalty income per share for IDCC is $1.17 vs $1.05 for QCOM. 2) TTM Operating Expenses per share is $1.49 per share for IDCC vs $2.20 for QCOM. 3) Undisputed Royalty champ is IBM with approximately $1.5B-$2.0B in annual royalties or $0.90-$1.10 per share with the lowest litigation risks of anyone in the IPR business, which is currently estimated at around $140+B a year. 4) YTD Chart: IDCC vs ARMHY vs QCOM vs NASDAQ bigcharts.marketwatch.com