my point on zte was stated. everyone here is 'assuming' some big global settlement.
if there isn't one (a global zte settlement), which is what i am assuming, (ie why will zte roll over in every jurisdiction? because some guy on a mb wants it? or as some on the mb's say the 'chinese don't like being embarrassed' (which i have seen on other boards, complete nonsense, not a reason you settle lol), a bad ruling by JJ still has a major negative impact on this stock.
A German ruling (assuming a win), sure it helps a bit but not much...its minor relative to the money we're talking about with google.
again, everyone making the assumptions that are the 'perfect' outcome for us longs, that's not how you assess risk.