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Strategies & Market Trends : Contrarian Investing
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To: pcyhuang who wrote (4023)6/14/2014 9:24:57 PM
From: Dinesh   of 4080
 
Does the thread see any significant upside left in NOK from current $8 level? Is it basing here or meeting a solid resistance?

Here is one conjecture: NOK has a significant patent portfolio, perhaps more formidable than any other mobile vendor. Until now it had to act in a restrained way in enforcement because that's how the ecosystem tends to work. Now, with devices gone, will it ramp up its trolling ops? See one take from early-2014 here. And a recent IDCC win of sorts although I don't think that has any significant bearings on this aspect.

Is it already baked in? Say, over next 6-12 months. I have %%% gains and wondering aloud.

The remainder of the business is unexciting to me. Great technology, great competitors too, no winner-take-all.
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