Also from the SH letter is this from Mr Pohl.. "As a general rule, our portfolio license fees - whether or not discounted as a result of negotiation strategy - are related to the relevant revenues generated for a licensee by products associated with the licensed technology, rather than the overall size and revenue of the company purchasing a license." This is quite relevent following the prev post by jldmt.. IMO Mr Pohl is trying to specifically give hint re the soon to be released 10Q and the licensing fees there-in. He chose to state this quite purposefully, and for that (and many other things) I thank you Mr Pohl.