Question..Do have any Idea as to what IDCC will do with the Nokia/ Samsung $360 Million net proceeds?...IMO:They will buy IP portfolios, enter JV's, and seek a Silicon Partner..Do you have any thoughts on the subject? TIA.
Re:Nokia's 253 million, I agree with Marsala. However the actual receipt of 253 million is valued in terms of PE is a tree in the forest. The big picture is that IDC needed the money in the bank as a powerful signal to the unlicensed that IDC can and will successfully defend it's IP. It's this cash foundation that supports a 20+ PE valuation going forward.....it's the handle of the hockey stick!