Disclosure: I am a layman with no experience in law, but feel that the negotiations were settled with TPL being in a somewhat position of stregnth.

While no one knows all of the variable to consider, outside of the parties involved, wasn't it the J's that initiated the second stay?

Consider the past Markman ruling. At the time, before non-final ruling by the PTO of the 148, it was the only judicial/official ruling (not counting the 584 which was removed from litigation).

As wazfactor pointed out, the word "pleased" referring to parties in reguard to the settlement PR.

There have been a few decent collections of fees, including Nokia. (Pleased)

I am sure anyone could argue the opposite of each of these points. In no way do I pretend to have an oppinion of equal or nearly equal value in this matter as someone who is an expert in this field. In addition, do not consider this a challenge that any poster on the win/lose senario. No one knows for sure. Surely not me.