RE:RE:RE:RE:This is interesting… Cabbie might be right Why I think RPX is a conduit is the size of the litigation risk shared across multiple companies. We know the Apple risk is in the hundreds of millions and potential injunctions in Germany. We know AMD has it highlighted as the #1 litigation risk in their financial statements. I suspect that is true for Micron as well.
it doesn't make sense for Apple on its own to take over WiLan. But it can contribute to a acquisition pool intermediated but RPX and all these major companies can eliminate the litigation risk.
Given the WiLan unit is trading at -30 Million on the market cap (yes, that is a minus), it would be much more efficient for all these companies to not pay any royalties and take out WiLan at these extremely depressed levels. It would be much cheaper for them as well.
RPX has done this in the past on other large patent portfolios and is the most likely solution of QTRH exits the patent assertion business.