David, I'm thinking that this quarter will not be as good as some people expect due to the fact many of the signings took place in the 1st quarter, & payments MAY NOT start until later (2nd quarter)... All bets are off IF there are bonus payments for past infringements that are paid in the 1st quarter numbers..
Costs are still going to be high this quarter, but they SHOULD start to decline in the next quarter.. My advice would be, hold out til at least the 2nd quarter numbers are in the books, as that is when we will start to see the true numbers..
If the share price does pop on Monday, it may be worth taking a bit off the table, but I would wait for a bit to see where the price will end up...
All this in my humble opinion only....