“When you see a stock trading up on bad news ? or at least holding steady ? it leads me to believe that some of the capitulation is out of this thing.”
“Basically I think it's the fact that the devices are still selling. (Given) the fact that they were able to maintain revenue guidance for the (coming) quarter, it really looks like the sustainability and momentum, at least in the hardware sales, has persisted.”
“I expect the company to offer an upfront settlement of $1 billion. That, in a sense, could make NTP go away, but it could be as high as $1.5 billion.”
