I still believe/hope that the two Barclays sectors are not connected. Barclays analyst made a call to put a horse collar on IDCC because they have traders/investors involved.
With good earnings Barclays had to do something. I don't think anyone was expecting earnings to play well, when earnings did start to play well...they had to do something to collar IDCC.
Still don't think it has anything to do with the potential buyout.