revlis, agree that the limits of IDCC's growth potential are unknown. Their innovative engineering capabilities in wireless tech are just now being recognized, and who knows what doors that may open.
You provided a good list of the logical and expected opportunities, but there is no limit on the list of unexpected opportunities that might come IDCC's way. I.E.,
- Is Nokia negotiating a baseband and MIH software provider deal as part of their 3G/4G settlement agreement?
- Has the Defense dept's C4 mobility initiative team indicated an interest in having IDCC provide proprietary Slimchip designs?
- Who will emerge as the leader in developing secure multi-mode smartphones folks will use to do their financial transactions,... and will IDCC be a partner in that MIH endeavor?
No end to that list of potential suprises - fun to watch.
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