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Re: jeffree post# 355314

Wednesday, 04/04/2012 9:31:01 AM

Wednesday, April 04, 2012 9:31:01 AM

Post# of 432701
Jeff...So if Cinterion is the biggest M2M module maker and they have 33% of the market, seems like the other 67% should fall in line fairly easily.

Also, IMO, this upgraded deal was essentially done at the end of last week, i.e., at the end of the first quarter. If there were any true-up or other payments, even a few millions dollars, IDCC will beat pre-announced revs. for Q1.
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