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As usual, Nuke has done a thorough analysis of the complexities of the legal landscape.
May 21 10:07 am
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All Comments by Mr. B »The Tessera Gold Rush [View instapost]
TSRA is well positioned to prosper in a difficult macro-economic environment. With significant cash reserves and no debt, TSRA can pursue payment for past infringement and new licensing agreements without being unduly pressured to settle on less than satisfactory economic terms.
QCOM has already said it will source from Amkor to ensure supply.
In addition, TSRA has other new technologies that will help drive growth. This does not appear to be a one trick pony.
Disclosure: long TSRA (and RMBS)
carpediem0496