All things considered, and I think the apparent media black out is a strong factor, settlement seems to be the most likely reason for the stay.  While not exactly on the "court room steps", the case was nearing that stage, and considering TPL/PTSC's strategy to be more prone to licensing rather than litigating, I think working a settlement deal was always their preferred endgame, so having it happen sooner than later is in itself a bit of a "face saving" gesture towards the J3.

The issue for us, I think is how favorable a settlement we'll see.  I've stated a $105-$120M combined settlement seems realistic.  If the market agrees, and we see only a $75M settlement, than I'd consider that nearly already priced in with the recent rise.  If that is the expected figure, and we see settlements in that range, then I think we could go over the $1.25 to $1.50 mark easily and base near there until things and additional licenses flesh themselves out.  If that's the expected amount, and we see  $150M or more, then I think we're in for Mr. Toad's Wild Ride!  A sub $60M settlement, and I think we're conceeding near nuisance fees from the 380 or more "on-notice" companies.

I'm sure you realize the SAGE title was granted after much considered deliberation and not lightly.  It took nearly 3 full seconds after I realized you were a Steeler fan to label you with such lofty status.  Wear it well!