I agree with your message to SPERRI40 totally...
The only part I would alter a little would be when you say:
"4. It is at least as likely as not that they will announce a new round of IP infringement targets in the near term (by the end of the year)"...
Barring a Samsung buy out of EDIG, I see no reason at all to question that DM shall file their Tier II law suit against additional named Infringers.
Gil...