Ease, the J3 are more important now that the market has apparently rebuked the Sony deal. But that does not mean Sony is not important. In fact, Sony is still very important. Name recognition, validation and leverage all come into play with the Sony license. The actual amount which we do not know still could be somewhat substantial despite the term ``discount``.
The J3 is the next hurdle.
The rebuke of Sony imo is due to investors not knowing what this really means in the long run. Sometimes looking strictly bottom line is being short sighted.
I view the Sony deal as the deal that will validate everything that comes after it.