Jim - yeah....Ronnie, Tom and some others were pretty berated by a few here and on other boards for their Apple direct revenue estimates....I think a couple said they would sell their shares and move on if it was so....maybe that was the big sell off trigger (kidding...I don't think any of those "blind because they refuse to see" posters here have any holdings large enough to do what we saw).
Ellismd, All I can say is way back when after the Apple deal was news many investors here thought we were going to get more than what was announced. Rmarchma and TC were both right IMO As is was a fixed fee from Apple. Sure we should have got and will get revenues from Infineon for our stack on their chip in the Apple phone but the fact remains what Apple is paying for each quarter is a fixed fee.