jai: $125 million in the bank, and profitable quarters to come, have made them into a good company to invest in, because it is a solid fundamental company. Now they need to land a licensee to ensure current and future investors that IDCC is a "growth" company. I know they will grow from existing licensees, but WS will latch on to exponential growth with additional licensees.
You're correct about NOK, not worth talking about, because IDCC is strong without them. It is a matter of how much they eventually get paid, not if they get paid.