This is a compliation of info from dotOB and stuff I had already done, and updated with revenue info from BaNosser's post the other day. Thanks to both of you for your information posted. It shows Company signed, their approx annual revenues in BILLIONS, the license fee they paid. Some are grouped together where the individual license fees weren't listed. Everything thru Q108 should be factual and from SEC disclosures. The Q208 ones are from the last 10Q except for Philips which dotOB had estimated from a Philips SEC doc from a while back, and the TEAC which is estimated based on their revenues. These Q208 actual figures should be disclosed in the upcoming 10Q. Everything else is Q308 and is estimated based on revenues. For the J's, I charged them a 50% premium and anoher 15% on top of that for legal fees. For NEC, who has approx $39.8B in revenues, I attributed 75% of thier revenues to the previously signed entities of NEC, and then estimated a license fee for the NEC Electronics America settlement based on the remaining 25% revenues with the same premiums listed above.

Perhaps this lends some insight as to why the share price hasn't moved significantly. Looking at the recent licensees, with the exception of Philips, Lite-on-it & the J's, none of them have signficant revenues. Furthermore, Lite-On-It may be a beneficiary of the Philips deal as they may have a relationship per my previous post. So the market may not attribute them much credit.

Hopefully, we'll find with the next 10Q that Philips & Lite-On-It paid decent amounts close to estimated here, and that there is some prelimary disclosure in the subsequent events section about the remaining Q3 licensees and J's settlements.

If these numbers are anywhere close, then PTSC should have about $85M in cash as we speak. I get that by adding the $121M of Q3 Fees and the $24M of Q2 Fees = $145M and subtracting $15M for expenses leaving $130M to split with TPL. Add to that the approx $20M in the bank already to the the $85M I list.

Anyway, it's a SWAG at best, but I've been doing this for the last year, and it has proven somewhat accurate, though usually a tad high even though I try to be conservative.