Cilverb,
I was one who was disapointed at first as I thought we were signing more deals during the quiet period. I have had time to digest what has transpired and I believe now the plan is to show quarter to quarter numbers. We are in a new quarter so we should see a flurry of licenses this month IMO until TPL/PTSC feel we have enough and then it will shut off until next quarter. If this happens I will be very impressed and to me it would show that we are in total control of licensing. I now feel that the Sony numbers will be in last quarter. The revenue from the other licensees from June will be in the next quarter and now we should see a run of licensees for this quarter. Once the quarterly results show dollars I think the SP will start heading North all IMHO.
All the best,
Steve