I don't think we'll need 100 mill. to get the PPS rolling.
My guess in Jan. was 50-60 million our share of the J's alone. Plus the others. Now, adding in a rough estimate for the others and I see us reporting 70-80 million our share this quarter. More signings this week will make it run .05 +.
I think March will be an important month for signings also. It would confirm a real change in the licensing frequency.
IMO - yes
Hype- sort of...