Good points plyd.
But it will pleasantly surprise me if PTSC can match, much less exceed, the settlement revenue in the succeeding few quarters after the settlement.
This is why I’ve said that it is very important for Alliacense to totally understand their licensing bottleneck issues and resolve all their capacity issues before settlement. The revenue in the quarters after a settlement could make a huge difference in how PTSC is perceived – a fast growing company, or a one shot flash in the pan followed by mediocre earnings. This perception and PPS will then impact their ability to build or aquire additional revenue streams.
By the way, I think Alliancese has shown some signs of making improvements to their licensing systems and capacity – the hiring they’ve done may be an indication.