Are you purposely trying to set people up for disappointment again? Haven't you learned your lesson from the 3rd qtr of 2007? There is no chance that RIMM's new agreement signed in the 4th qtr of 07 has any true up that will be reflected in the 1st qtr of 08. Don't set people up for disappointment again. For some reason people actually still believe your opinions and if they do again now, they will be disappointed. If there was any significant difference to the guidance reported on 2/28 and the numbers to be reported in the morning, the company would have said so by now. The only change from that reported 2/28 could be from the license announced yesterday.
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The date of the guidance and the date of the IDCC 10k was the same 2/28/08...IMO:Some new Licensees had yet to report in..and no reference to general revenue.
First Quarter 2008 Outlook
Scott McQuilkin, Chief Financial Officer, commented, "In first quarter 2008, we expect to report recurring revenues from existing agreements in the range of $53 million to $55 million, a solid increase over fourth quarter 2007 levels reflecting improved sales from our licensees and the contribution from our new Asian semiconductor customer. This range does not include any potential impact from additional new agreements that may be signed during first quarter 2008 or additional royalties identified in audits regularly conducted by the company.
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