lt cap,

Thanks for the really good exposition of where things stand. I'm sure you know that Samsung said there will be no 3rd edition of the Note 7. And I don't know if they said, or it was said elsewhere, that perhaps the whole "Note" brand might be eliminated, as it stimulates bad memories. The question to me is - of course they don't have a successor to the Note 7 - that was supposed to be the iphone beater - so how/what/when they bring something to market seems impenetrable, except that it has to be gloomy. I think ZDnet had an article with a provocative title of whether the Samsung disaster will take android phones down completely. Perhaps anything to get a story read, I don't know.

In my dreams, I wish that Nokia's licensing to Samsung was a deal where they were already committed to paying a single sum for the license, and it was a multi-year deal - kind of a 'you bought it, you broke it, no refunds - so sorry." In reality, I'd think the licensing revs would certainly be based on a fee for each unit sold that uses the licensed tech. I'm bummed that NOK has lost approx. 20% of its share price within the last week. But I am glad that I have no Samsung position. Owie.