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With $2.5bn of unspent Nortel auction cash seemingly burning a hole in its pockets and the market overall critical of its quirky auction performance, Google has moved quickly to start talks with InterDigital, known in the trade as a mini-Qualcomm. Impressive. InterDigital has been talking up its portfolio since the Nortel auction. http://online.wsj.com/article/SB10001424053111904233404576457842513189166.html And with [...]

Firstly well done to the winners. I had an “oh of course” moment when I saw that Ericsson and RIM had joined a consortium. It’s obvious when you think about it. But Sony and EMC as partners-why? And MSFT and Apple too. It’s not clear yet whether the bidders will co-own the patents or break [...]

All appears quiet on the Nortel auction front with no public news or statements since Monday. Should we be surprised by this? We don’t think so. Our sources state that that there may have been as many as 100+ expressions of interest, slimmed down to around 40 companies that were allowed access to conduct DD. Add [...]

We’ve been trying to assess IV‘s role in the Nortel auction and whether they are bidding or not. Although there is no public statement of interest from them, this should be no surprise as IV do very little openly. We asked Avancept and ipVA’s own Tom Ewing, an IV watcher who’s successfully unpicked and publicised many of their [...]