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Message: Re: "I suggested that flurry of licenses were pushed through ....

Apr 04, 2008 06:07AM

Apr 04, 2008 06:12AM

B4 the Q to help pad the the numbers in order to obscure the settlement numbers and give us a bust out Q, and was ridiculed ,now the deals will most likely be saved for after the Q to help keep the momentum on an upward mode."

While I completely agree with the first part of your "suggestion", I tend to disagree with the second part.

The first part - yup, they needed to disguise the settlement numbers.  When they got to where they figured those numbers were adequately disguised, they (abruptly) stopped licensing.  This may say a little something about the values of the post-J-settlement licenses.

The second part - To my way of thinking (the "what I would do in their shoes" scenario), once the gross numbers are revealed to the world via PTSC's required reporting, the price tag for a license will have gone way up.  Talks, with new/higher numbers in hand, will restart with potential licensees.  IMO, it'll be awhile before we see more new signings - negotiations and approvals within infringer organizations.

You mention "momentum", or the desire to maintain momentum in PTSC's PPS movement.  Remember, TPL is in the driver's seat re: licensing.  Would TPL care more about PTSC's PPS, or about getting more money out of future licensees?  And there's your answer, IMO.

JMHO, and I KNOW nuttin'!

SGE

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