I have been anxiously awaiting a response to my delusional speculation from Brian and other advocates of the "we got all we're getting" theory. So far they have presented zip. Nothing to support their conclusion, nothing to discount mine. Hey, I'm asking for it! Pleading!!

I strongly suspect that his quote left something out - the part that is IN the RG letter:

"license revenues of the Js WERE accounted for"

no, it was:

"license revenues of the Js in Q3 WERE accounted for"

Though not a direct quote, that was the message I took away. The letter said "results of transactions". In a "transaction", the money must change hands. If the money has not yet changed hands, the "results" aren't there yet.

JMHOs,

SGE