Rak
I got a lot of frustrating can't comments.
my feeling is that it might be quanta, who is the ODM for the kindle fire.
if it is indeed arb over tablets sales, I can't see other tablet manufacturers reaching the kind of volumes to generate 4.7 mil owed to IDCC for the quarter.
unless it is sam or apple for ipad/galaxy tablets (but i don't think so)
regarding the last one, i believe the response was that they didn't expect such an overreaction to earnings, but that was my interpretation.