There's definitely a lot of strategy being reviewed inside HP right now. They have a number of options available to them, some of which include licensing the entire platform, or even specific patents. Having paid $1.2bn for Palm, and having observed two large patent portfolios sell for a number that is 10x that, I'd imagine that there is at least some consideration being given to exiting while the market for mobile patents is hot. Licensing is a much longer play, but it's also fraught with the risk of having to enforce the portfolio with litigation, not to mention the threat of patent reform.