SGE1, I was going to agree with finance guy's comment but you've moved me more to center on this one. Nice argument with assumption numbers - rare indeed.

I agree with the need for alternate revenue streams if we are to get a really big long term move in SP. I think we've all been disappointed with lic fees to date. And, given this history, I'm not sure how you arrive at the big settlement $ assumption but even 1/4 that amount could do well for the SP.