RE:RE:Early April Fools. Oops… that was the wrong press release? 90%+ is licensed. This was just another Qualcomm customer holdout. All the Intel customers signed. Don't get too excited. Kyocera is a nothing handset maker. Couple hundred thousand rugged units sold to farmers in the US per year.
March 31, end of qtr annoucement, suggests that q1 will not be anywhere close to this board's expectations of a monster q1.
Of it was a monster, they would NOT do a March 31 settlement.
Kyocera greatly increases probability of no monster Q1, but the market has priced one in.