InterDigital Inc (IDCC)

[ezmony]

As a troll they're on a roll:

"Now what: According to Jefferies, Nokia's risk/reward trade-off is rather attractive at this point. "Although the rerate in Technologies sales is further out (2014+) and HERE appears to need a new round of investment, we think the story on Nokia is a very promising one (future IPR potential, focused infrastructure play) with the math on IPR royalties offering an intriguing value upside," said Simpson. "Our expectation is that the firm, now shorn of its handset business, can charge an average royalty rate of 1.4-1.5% for essential patents alone." With Nokia shares now up about 120% over their 52-week lows and trading at a forward P/E of 20, however, I'd hold out for a wider margin of safety before betting on it."

Ain't it grand...NOK up 3.6% this morning....and we're left with the 800lb gorilla to deal the next hand.