RE:RE:BlackBerry IP BBM, if QTRH is bidding it will be of the cherry pick variety, no doubt. Your point on setting market value for IP is a very important outcome tho.
As far as a tuck-in, it's waaaay overdue, which leads me to believe that it could be a tuck-in of substance - one that possibly requires financing. Personally, Iteris is still on my radar.
Sum total, I hope it's not an either-or when it comes to topping up the IP warchest or making an ITS acquisition. very