Industry Expert Blogs

The beauty of intellectual property (IP) businesses is that they do not have to wrangle over component prices: A single innovation and they collect royalties for years. ARM Holdings (NASDAQ:ARMH), InterDigital (NASDAQ:IDCC), and Tessera (NASDAQ:TSRA) are examples of such IP businesses in the smartphone sector. And all three have benefited from the market coming their way in recent years. Let’s take a closer look.

Following ARM’s foray into netbooks and reports of its moving in on Intel’s territory, it was perceived to be vulnerable to a takeover. Guest author Nalini Kumar Muppala did an in-depth analysis of the Intel–ARM rivalry and concluded that Intel was not likely to buy ARM, but the ecosystem of companies that depends on ARM’s architecture could buy a stake in ARM to protect their interests.

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