InterDigital Inc (IDCC)

[mike12kidc]

IMO, M&A or investment possibilities ( after IDCC's Delaware Court Win against ZTE & winning ALJ ID against MMO/Nok): (1.) It makes sense for INTC ( or Media Tek, a leader in SOC designs for ... ; or AVGO??… ) to acquire IDCC. With IDCC 3G/4G patent portfolio ( +5G + iot know-how ) INTC ( or Media Tek, or?? ) can not only collect royalty from handset/tablet OEMs but also leverage it in selling INTC's baseband/radio chips & ATOM chips ( or selling Media Tek's chips/product solutions ) to handset/tablet OEM's. IMO, it’d be in the best interests of QCOM to acquire IDCC and prevent INTC ( or Media Tek or ... ) from becoming QCOM's direct competitor. (2.) It may also make sense for Xiaomi (with relatively weak 3G/4G patent portfolio) to buy out IDCC for cross licensing purpose, and/or for one of the "unlicensed companies"-- e.g., , Huawei, ZTE,, LG, Nokia/Microsoft, … -- to take an equity stake (e.g. 10%) in IDCC and sign a 3G/4G license with IDCC and let IDCC run independently/file lawsuit against its rivals. It may get substantial profit from the equity stake(as PPS of IDCC is likely to rally ... ) and make the License with IDCC essentially free...
JMHO