I don't know that they will go bust if they don't buy IDCC but they will enormously enhance their growth prospects if they were to acquire what is IDCC.
If they want in on the wireless business as they say, I believe only QCOM or IDCC can give them the relevant IP. Let's see-would you rather buy a $93B company for like $110B or a potential $25B company for $12.5B? No brainer there.