InterDigital Inc (IDCC)

[blueskywaves]

Here's the latest WCDMA outlook from ERICY. ERICY is the leading wireless infrastructure vendor. This cautious outlook should temper some people's excessive expectations about IDCC's 3G potential which only serves to obscure the fact that IDCC's 2G income stream is going to be quite impressive in its own right.


Ericsson Cautious On Outlook For 3G Systems Sales
Tuesday April 29, 10:29 am ET

STOCKHOLM -(Dow Jones)- Telefon AB LM Ericsson doesn't expect equipment for third-generation WCDMA mobile networks to account for a growing percentage of its overall systems revenue through the remainder of the year, Chief Financial Officer Karl-Henrik Sundstroem said Tuesday.

Speaking to analysts after Ericsson released first-quarter financial results, Sundstroem said sales of WCDMA gear should account for about 12% of its mobile systems sales this year, with the share growing to about a third of mobile systems sales by 2005.


http://biz.yahoo.com/djus/030429/1029001122_1.html

Note that around 67% of ERICY's mobile system sales in 2005 will still be 2G/2.5G!!!!!