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Sunday, December 09, 2012 1:59:00 PM
4) Ravager (and those like him) is an absolute, shameful disgrace... an embarrassment to his profession;
3) With any additional motions, GOOG runs the risk of getting absolutely smoked (further, if possible)... allowing VRNG further opportunity to crystallize their demonstrably superior case;
2) VRNG firm grounding in this case - minimal $500M substantiated (GOOG may appeal, but I think they're pretty well cooked... after Friday, they're thinking about cutting losses);
1) NPE - ZTE... big picture grounding beyond... $10-20++/pps near term.
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