Dated Oct. 7th: Title of Seminar: The Great Patent Bubble of 2011 - What Implications for Business?
Peter Holden, head of IP investments at Coller Capital
“Holden agreed that the smartphone sector is at a unique point in its development and that this stage will be relatively short-lived. Prices are inflated right now, but he does not believe this will last. It is unlikely that the patents being offered by InterDigital and Kodak will generate the large amounts that some are forecasting, he stated; that said, if, as Holden expects, both Nokia and RIM put sizeable portfolios up for sale some time in the near future that could be interesting.” Pleas note, he is saying IDCC will ot get Sky high valuation some are estimating.
Why does his opinion matter you ask? Probably because, besides being a leading Patent investment firm, his partner, Bruce Bernstein was the chief Patent officer at IDCC:
If there is a deal, it is likely to be for far less than what alot of you expect. I still believe, however that it is more likely that there is no deal, either because there is no interest or because the interest is not at a valuation that the IDCC BOD would accept.