"is their IP success now as good as they expected? Is it as good as anyone here expected?"
11 mill under their belt and 30+/- over the next 12 to 18 months.....for the up front toll..
40 mill for that....I'd say it's pretty good.
Now it comes down to what the toll process brings to light, and how that stimulates a reaction of industry.
They are not allowing anything, other than, companies to carry on as they were under their own development.
doni