|Day Low/High||53.19 / 56.01|
|52 Wk Low/High||47.02 / 74.03|
While Nokia may be able to favorably settle its new infringement suits against Apple, Apple's antitrust suit against Nokia could have more far-reaching implications.
Longtime readers here know of my "buy the bullets not the guns" view, particularly when it comes to the smartphone industry. As we saw this morning from Blackberry (BBRY) and Taiwan Semiconductor (TSM), it's about to get a whole lot rougher as growt...
Its 49% plunge after new FTC allegations could offer opportunity for patient investors.
The company recently bested quarterly expectations and could be up for a new government contract.
Two painful macro trends are hitting these companies, and I can only see the stituation getting worse.
Shares of InterDigital have bounced back strongly over the past month because the market is finally concentrating on the company's fundamentals as opposed to its patent litigation, says the company's CEO William Merritt.
It will soon be flush with cash, but the company is far from out of the woods.
BlackBerry's big shortfall hits InterDigital's IP license sales.
I'm particularly concerned about how ripple effects will impact RF-semiconductor firms.
It calls into question the licensing business models of many companies.
Bill Merritt, CEO of InterDigital, says the Apple/Samsung case will benefit his company as patent innovation is protected.
A lack of near-term catalysts -- as well as bad news from licensee HTC -- should keep investors away.
These names all look very appealing at current prices. It may be time to pony up.
Nokia's new focus on IP licensing should be lucrative, but it won't cure what ails this business model.
The race is on to build a patent war chest against competitors across the tech and telecom sectors.
Verizon Wireless is betting heavily on this high-speed standard -- here's how you can take advantage of this trend.
The market is disappointed, but this could present a buying opportunity for patient investors.
Apple's disclosure of its suppliers offers a trading opportunity in many companies on the list -- and some that aren't.
As players vie for market share, InterDigital's IP and 4G abilities put it in an enviable position.
A Justice Department probe into Google's Motorola deal could be bringing attention to IDCC.
Intellectual property has become a competitive weapon, especially in the mobile space.
A lot of knowledge can be a dangerous thing if you stubbornly cling to your belief in a trade.
I want the bulls to demonstrate that they have a little staying power. We have some reflexive dip-buying on the weak open and a little bit of a short squeeze to help matters. The news didn't suddenly improve; we just had a little too much negativity and that set us up for a bounce. The question now is whether the buyers have enough juice to keep on pushing. As long as we stay above the early low of $114.44 on the SPDR S&P 500 (SPY), I'll be looking for traders to maintain a long bias. We are oversold enough to make shorts dangerous and to support some upside in stocks that have been hit hard lately. The most important thing is that you treat the action simply as a bounce and nothing more at this point. It could develop into a turning point, but it is premature to jump to that conclusion. Right now the bears are suddenly out of position, and that is helping to give us some upside momentum. I'm doing a little buying. My biggest new buy is fertilizer play CVR Partners (UAN). The sector has shown some relative strength lately, and I like the early volume and the move toward all-time highs. VirnetX (VHC), which I've mentioned a number times as my sympathy play on the InterDigital (IDCC) auction, is attracting some attention and I added a little there. I have my eye on a few other things, but I want to see how this market acts on a pullback first. This feels like a very routine Monday-morning bounce, and I want the bulls to demonstrate that they have a little staying power. Long UAN and VHC but positions will change at any time. UAN VHC IDCC