It seems strange that Alliacense would talk about increased licensing activity in July if they weren't eager to sell licenses. I guess I'm not totally convinced that they are purposely holding off signing agreements now because of the prospect of getting higher prices later.
Portion of July 6 2007 press release: “We welcome Bull to our outstanding roster of MMP licensees,” said Mike Davis, Senior Vice President, Licensing for Alliacense. He noted that licensing activity has increased in the past few weeks as TPL’s success in the recent Markman ruling has become known.