After the next target of EK patents get bought (with much more litigation firepower) than well licensed IDCC, IDCC can fall again as this will likely satiate the big players for a while and demand for another large portfolio will wane
HTC and Google need EK's patents to use against Apple FAR more than IDCC's (which are mostly licensed to Apple)
IDCC is a great stock long term. I just don't think now is the time to invest in it as you are buying a near term premium based on a takeover, which won't materialize.
IDCC will eventually be a $80-1000 stock in 2014 I think because they continue to generate impressive returns, but I think it will settle back to pre speculation fever of <$50 first
And I do think discussing EK is relevant in this board, as are all companies caught in the patent hype, because IDCC stock price is based on the overall game of patent chess between multiple players and not just an independent evaluation of IDCC