Interesting thought....  We do KNOW that ARM jumped into the fray due to there being patent indeminification clasues in at least some of the contracts between ARM and the J3. So it is possible that NEC's real exposure is in the non-ARM chips they use, where a PI clause may not have been available/practical (with other suppliers). Not that it changes anything, but it is an interesting view. Good thinking!

This news is so big, but I'd bet that few out there in investor land truly grasp the implications. While I'm disappointed with the PPS move today, I like many others am convinced that it's S&L selling to enable more warrant conversions, which should ultimately greatly improve the health of the company.

My only concern (though probably small potatoes in the long run) is the settlement with Fish.  Did recognition of USPTO action change things (we may need Mr. Fish)?  Does this NEC settlement change things?  Hopefully they've signed and this, probably minor, concern has evaporated. 

Tomorrow could be interesting....  People will have had a chance to absorb the release, plus our fellow investors, more confident than ever, talking it up.

SGE