Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jack Levey who wrote (2650)	4/29/1999 12:54:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 5195

because the market doesn't get the picture that WLL is changing in and of itself - WLL will become nothing more than an adjunct of the mobile market, i.e., WLL in its current form will not even exist three years from now - it will all be termed "mobile" as the two technologies are converging. IDC was concentrating on the fixed - and they tell the market they'll now concentrate on the mobile - but the market that bought IDC's stock was still concentrating on the fixed - they failed to shift gears along with the "product market" to the mobile, so they're disappointed and disgusted. However, IDC has significantly more opportunity in the mobile arena with their ASIC to sign more licensing agreements relative to the technology they do own. I wouldn't be surprised to see management actually buying some shares for themselves about now.