This kind of speculation is all well and good. It needs to be said, however, that the $40 million and now the $20-30 million numbers being thrown around as Q "estimates"- are estimates not simply plucked out the air but close to it. Many here are presuming to know what is happening behind the scenes with licensing and then basing one assumption on top of another assumption assuming another thing happens etc. - a monumentally bad idea that sets expectations at historic highs for a given quarter. A set-up for a let down if there ever was one! Just sayin'!