Dws and amrwonderful: I have no 'insider' information or have i been connected to the industry.
I only have my opinions as stated twice in my post. One of those are based on the fact--if memory serves-- that the majority of Idcc's current licencees(e.g. HTC) have had much better than expected earnings for the past two or three quarters.
Furthermore--looking at the big picture-- think about the implications in the concept of powerful and extremely motivated consortia being very desirous and covetous of what Idcc has to offer.
Truly, good luck to both of you re:Idcc.