Tuesday, February 03, 2015 10:50:44 PM
1. We need the whole enchilada and not just Pegatron alone paying for some % of apple products a more desirable rate.
2. The case would take some time for resolution...so, Pegatron continues paying at the current rates as per arbitration decision or new Apple rates if that happens sooner.
3. I wouldn't sweat this that much...for these companies with cut throat pricing competition, it is business as usual...trying to save wherever they can even it means fighting.
4. Huawei arbitration decision/settlement right around the corner...which might might set the price for even ZTE.
5. NOK/MSFT decision in couple of months. Settlement could be following.
NOTE: Unnecessary fears will only bring unwanted posters (more like noise makers) crawling out from under their hiding places. The board becomes unreadable.
Goodluck to the real longs...I mean it.
-vg_future
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