Jim,
I disagree with the statement that discounts are over and as some say we have $125M in the bank. No were has it been confirmed buy TPL or Patriot. Investors are setting themselves up for a disappointment if they believe the discounts are over and that we have upwards of $125M on our books. Just my opinion of looking at it from a realistic point of view. We only managed to squirm $2M off Casio and I think that has made some think twice about jumping on. We need to see the numbers and if they are anything like the Casio #`s IMO we see a sell off. My estimates have us collecting about $74M for the last 5 deals to TPL which makes our cut somewhere around $37M. $50M form Sony and $6M a piece from the 4 others...at least that`s what I`m praying we got at a minimum.
dot