Um, begging your pardon, but I was one of those that suggested that the momentum might well pick up after the new hires at Alliacense. I suggested a 1-2 month period of silence while they got up to speed, then more licenses. And I suggested that if we got just two new licensees by year end, it would indicate to me that things might just pick up in a good way.

Then SHBoom, three new licensees before year end, ending the 2-3 month lull.

It's been less than a month since our last licensee, with two major holidays in there.

So tell us again how it just ain't so....

The only thing that has happened that supports your hypothesis was the Sony deal. But, for all we know, Sony may have a corporate policy (as do MANY companies) of always including a Patent Indemnification clause in all their procurement contracts. I suspect that was the case, so their vulnerability was very small, as they would only be liable for chips made in-house, or acquired where the supplier would not include the clause (or the inclusion was too costly).

Is the above out of reason?  I don't KNOW; ask Toshiba, Matsushishta (sp) and NEC.  Or ARM.

And keep in mind that the most fundamental thing TPL needs to promote/build their other business is....you guessed it...Cash.

Also keep in mind that if TPL doesn't properly hold up their end of the deal, it may be subject to dispute.

I submit that my explanations and conclusions hold more water than your rampant negative speculation.

But I KNOW nuttin'!  And neither do you....

SGE