Those worthless aho's at Yahoo took down my original post. But in it I recommended IDCC and QCOM.
IDCC's time in the sun is just beginning. I know it is hard for people to get in after a runnup like it just did the last couple days. But what you need to understand is NORTEL's patents sold for 4.5B in a bankruptcy sale. Most think IDCC are worth much more as they are for newer tech. This should sell for around 100 to 130 per share when all is said and done. So get a double from here.
Is Ball making antennas for them? I was disappointed in the call with only 1 question about aerospace. I would like to know how much of their business is commercial vs government. I know the Ball space business has a lot of commercial customers like Digital Globe and huge business from Iridium Next. Their antenna business is now very large, how much of this is commercial? Are they making antennas for commercial aircraft? I think the aerospace business will be the big growth area at the margin.