InterDigital Inc (IDCC)

[blueskywaves]

Yes, I agree. As always, the question is how much? I don't think a pre-revenue GBT and Widax can look forward to an IPO any time soon so IDCC would be the most promising avenue for them to monetize their technology.

For instance, Nokia has its own WCDMA patent portfolio and it also has MFL deals with QCOM and IDCC. This gives Nokia the strongest negotiating leverage against the 100+ companies claiming essential 3G IPRs since most of these companies, particularly the small companies, will not have the resources to fight a rich company like Nokia. This, in turn, puts other handset manufactuers at a cost disadvantage. Nokia has consistently shown that they can turn a minute cost advantage into punishing market share gains.