i did speak to IR for about 20 minutes this morning and we did talk about arb.
it's crazy to have to wait almost 2 years before the "hearing" this summer for tech solutions.
asked about the other arbs as well, which is pretty significant in terms of dollar amount... for some reason they are pretty confident that it will resolve quickly and this year... strange.
i also got the impression that the arb(s?) were based on tablets and whether they were covered under the PLA.
asked about SAM and current availability/target customers and is it just restricted to just networks based on alc/lucent light radio (she said no but will check)... i.e. can it work on verizon's network TODAY (will get back to me)
asked why they are buying back shares, even as late as april up until earnings, when they knew they were going to miss... could have bought back after earnings (or is that allowed?)
she did say they are doing things in R&D but can't talk about but optimistic about it (similar to what WM said on teh cc).
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