I'm tellin' ya, IMO, IF by some miracle Johnson was voted off, and S&L had little control/influence, we'd be in a potential world of hurt.

If you had some $20M interest in something and had only the control/influence level of a retail investor, you'd probably dump about $19M of it immediately.  Way too much exposure right now.  Here, time is definitely on our side, what with the Markman just days away (and the possibility of a big settlement).

And I'm thinking that a lot could change as soon as things are resolved with the J2.5ARM.  Such an event, big in our favor, could change S&L into Alfred E. Newman ("What, me worry?)!

We are nearing a climax in the PTSC (and S&L) story. And the suspense is killing me! LOL

But, back to the point I'm trying to make, imagine this scenario:  Markman inconclusive, no summary judgment, no settlement, and off to jury trial (months away).  S&L loses control/influence.  Sell-off to reduce exposure to an acceptable level.  Major ouch! 

None of this likely, 'cuz I doubt Johnson is going anywhere.  But it is one of those "Carefull what you wish for" things.

JMHO,

SGE