I think any resolution clears a cloud over the stock and the stock will continue to trade up.

The most important part of what they said is that the user experience doesn't change and that's going to mitigate a lot of concerns.

I expect the company to offer an upfront settlement of $1 billion. That, in a sense, could make NTP go away, but it could be as high as $1.5 billion.

This is a market a lot of people want to be in.

You will see a larger number of competitors in this market going forward. It's an attractive market. The growth opportunities are strong.

When you see a stock trading up on bad news ? or at least holding steady ? it leads me to believe that some of the capitulation is out of this thing.