Will QCOM outbid INTC if INTC gets … ? (*) IMO, it makes perfect sense for INTC to acquire IDCC. With IDCC 3G/4G patent portfolio, “INTC+IFX” can not only collect royalty from handset/tablet OEMs but also leverage it in selling INTC's baseband/radio chips & ATOM chips to handset/tablet OEM's.
IMO,It’d be in the best interests of QCOM to acquire IDCC and prevent INTC ( or other chip makers such as TXN, ) from becoming QCOM's direct competitor. Otherwise, “INTC+ IFX + IDCC” is likely to be a mighty competitor of QCOM. JMHO
*Sorry this post is somewhat similar to posts # 332104 & 332116 but I just want to clarify/correct some points: TXN (Texas Instrument about 29B) instead of TI. In terms of market cap, BRCM (about 17B) is probably too small to buy IDCC in its entirety.
JMHO.
Mike
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