I certainly understand your point of view, as expectations (including mine) were much higher. However, anything more than zero is a win, and its from that perspective that I call it a squeaker. And $20M to $25M covers more than the expenses so while not what we wanted, it was still a positive outcome technically.

Just to set the record straight though, I never thought we'd see the $250M. In fact, I had bet greeneyes we would NOT see that amount. I hoped, but never expected it. Unfortunately, I won the bet. Actually, what I had projected was about $71M from the J's and about $93M from all the Q3 signings per this post

http://www.agoracom.com/ir/patriot/m...

I had upped it at one point to potentially the $120M range based on the following post (though that included ALL of the Q3 signings, not just the J3)

http://www.agoracom.com/ir/patriot/m...

I had also done some what if's if there were preimiums post settlement, etc. but I tried to be on the conservative side, never I don't think projecting anything more than $130M for the entire quarter, and really thinking $93M would be the target. Still, even at my low end of $71M, $20M to $25M is quarters on the dollar, so all in all, it's not impressive, but it IS positive overall, so from that standpoint, a win is a win is a win.