While the U.S. markets seem focused on Blackberry Deal or lack of a deal the game saving play and stock speculation has been in Nokia Corporation ( NOK , quote ) in the sale of their handset business.
Stock has been a rocket since and today they announced what people want Blackberry ( BBRY , quote ) to do:
Sell their patents and monetize the intellectual value in the business, not the hardware.
Selling the handset business to Microsoft ( MSFT , quote ) was brilliant (albeit way too late) but allows them to concentrate on a path forward that is not buckling under the weight of R&D costs for cutting edge hardware they lost that battle 5 years ago.
Nokia used to be "my girl" (reference to my commentary on Nokia as the former leader in emerging market handset sales). I have been adding to a small legacy position I bought in 2010 with an average price of $8.10....STAYING LONG and like dating my "old girl".