last,
it's the nokia "put". the street doesn't look like they are going to give the "kings" any credit for siging new licenses until they see nok/sam taken care of. maybe an lg or mot may get their collective attention. blow-out earnings aside, they want to see idcc close nok. imo, then you may see rim type multiples. i think they are still a little weary about the 3g signings too. granted, idcc has signed some of the best 3g producers so far, but one that hangs out there in my mind is ericy. been over a year, sign 'em up boys.....
gman
long idcc, ericy