InterDigital Inc (IDCC)

[Alaska]

Teecee on Yahoo Message board. For those 56 IHub members who had teecee marked as one of their favorites (as well as the many others who looked forward to reading his contributions), you may want to check out the IDCC board on Yahoo. Two of teecee's posts from today follow:

from a presentation im preparing for next week....in the first qtr of 04 qcoms rev's from royalties were 390myn of which 12% or 47myn were for wcdma...idc's revenues from royalties were 33myn of which 39% or 13myn were for wcdma....this is the comparison that will matter going forward...idc was able to collect almost 28% of qcoms wcdma revenues for the 1st qtr [while not having the same liscence base as qcom]....this is the reason why i am so bullish on idc...28% of qcom's wcdma royalties and 1.6% of qcom's mkt cap....like i said 3g WILL NOT be a problem for idc


there's no reason to stop believing now...idc is delayed to the extent that 3g was delayed...3g was delayed for 2 years...and it looks like idc will wind up being delayed for 2 years...i always thought 03 would bring critical volumes in wcdma...now it looks like 05 will bring the critical volume in wcdma that is needed to pump up our earnings....my numbers are meant to provide comfort during the wait