I pondered the situation for a little while yesterday. I see IDCC as a trump card for QCOM, that may or maynot be needed to win the game, but certainly if played will make QCOM's efforts on all fronts impossible to stop. I'm really clueless on price target outside of what has been rumored on the jagfn website numerous times, however as you say the price goes up after IDCC's validation in the NY court and when Samsung comes on board shortly after.
Exactly....because Nokia is arguing that the TOTAL licensing fees are excessive..beyond 5%..IF QCOM merged with IDC they could 'offer" Nokia a compromised rate of the total that would include 2-3% for IDC.By folding the rates together, into one rate of 5%, Nokia wins and QCOM wins?
News 
Market Data 
Discover 
AI
