Barclays analyst was the first one to REALLY see the whole picture.Why buy Apple,RIM,LG,Samsung,Erickson et al, when you can buy the whole space with IDCC.
It is hardly a surprise when Barclays initiated its coverage, it points to IDCC IPR position in Standard based IP position vs some others'. It is beginning to look very interesting when all these suits between all these bemonth cos flying around with no ending in sight, One might have to think about the Nortel IP bidding wars erupting soon.... my bet is the entire portfolio is going to top 1.5 Billion easily.
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