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GAB

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Alias Born 01/02/2003

GAB

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Re: Zeev Hed post# 127583

Tuesday, 07/08/2003 5:25:28 PM

Tuesday, July 08, 2003 5:25:28 PM

Post# of 704019
Zeev...Once again I must plead my non-technical grasp of the wireless industry. I do believe that WCDMA will comprise approximately 75% of the wireless standard, the balance being Qualcomm's CDMA domestic & Korean market. I rely on the information of the IDCC Board on IHUB. Projecting 3 or 5 years out all things will be wireless (handsets are replacing land lines in many households, PDA's, computers, etc.), and IDCC should receive its fair share of royalties based on the 3G standards. They will get royalties from infrastructure as well as handsets. China, a potential mega market, may likely employ another 3G standard in which Siemens and IDCC have IPR. IDCC has IPR in all flavors of 3G, as they say. If you ask questions on the IDCC Board, you will get better answers than you can get from me. Have you read any of the latest analysts reports? Sorry I can't be more specific. Looking at this investment another way, with a market cap of 10% of Qualcom's, the stock would be selling at $50 a share.

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