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Doug McIntyre speculates Sony (SNE -3.1%) could be a viable partner for Barnes & Noble...

Doug McIntyre speculates Sony (SNE -3.1%) could be a viable partner for Barnes & Noble (BKS -21.7%) and take a large equity position in a Nook spinoff. If the $750M 2012 sales forecast for BKS digital content is right, a Nook company could be worth $3B-$4B. BKS shareholders could retain a majority interest in Nook, which "may be more worth more than Barnes & Noble is in its entirety today."
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