Olddog, Tessera has other patents that are being infringed by these companies that were not in this suit and that don't expire for several years. I think Tessera will use this verdict and the threat of significant back damages as a negotiating point to force them to sign licenses sooner rather than later.
Of course, they can choose to fight....but Tessera has a CAFC verdict in their back pocket....so, resistance is futile. IDCC has won, and now its just a matter of how big the past damages are.
JMHO,
NJ