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

To: Bill Dalglish who wrote (2615)	2/17/1999 3:56:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 5195

IDC belongs to ETSI which is the European organization determining standardization. ETSI has so far decided that WCDMA is their best option. IDC is in negotiations to determine to what extent and how their IPRs will be re-imbursed under WCDMA. Soes traders are still trying to move IDC lower with their trading techniques. They're trading on previous patterns and obviously haven't followed recent developments re IDC relative to their IPRs

To: Bill Dalglish who wrote (2615)	2/17/1999 5:54:00 PM
From: D.J.Smyth	Respond to of 5195

one thing the market is overlooking is the IPR "value" of TDMA and BCDMA combined. the market is looking only at current total IPR revenue generation to be produced by mainly these two modes (they're not even considering much from that either, though, are they) and valuing IDC on this basis alone. If IDC, though, were to sell their entire patent portfolio to a prospective bidder the price I'm told would figure in the $billions. if that's not correct then I've been misinformed by a very knowledgeable person. that, however, is what they've concluded. the possibilities of owning BCDMA and TDMA IPRs for a company like Nokia would be significant. Nokia would own a chunck of 3G through IDC's beneficial/WCDMA relationship. Europe is, for the most part, already choosing WCDMA along with Asia (UTMS). Europe has significantly more (5X) digital phones per capita than the US. 20% of the digital phones in Europe are already used (or set-up) to send faxes and e-mail. It's happening in Europe and Asia.