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Message: ease2002 / Re: Just an out of PTSC touch thought...

I agree that the quarter probably won't net much from PDS. I'm hoping we find that PDS took in gross about $6M from the following licenses:



Direct TV

Mattel

AMO

Citizen

Gerber Scientific

Emerson

and possibly including

Research in Motion and

Onkyo



That would get PTSC somehere between $1M & $3M depending on the level of expenses they still had to account for from the J3 settlements, and for ongoing negotiations. Not a bunch of money, but still IT'S MONEY!!! PTSC continues to generate cash and that should be viewed as a positive. I'm hoping they show a decrease in expenditures as that seems to be the achiles heel to date as far as the financials go.



What would be very significant, IMO, is if the 10K shows for the first time what RG alluded to a while back, and that is that ONGOING ROYALTY versions of the license fees has been on the table for these companies and, IMO, it would be good for a Direct TV, or a Research in Motion to have taken TPL up on that as their own revenue models are recurring fees and they seem, at least IMO, to be perfect targets for that kind of license. Even if those fees don't turn out to be huge, being able to show the market that they have those types of recurring revenues MAY BE HUGE. We'll have to wait and see, but even if the quarter's numbers aren't eyepopping, those kinds of details may be.

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Aug 11, 2008 09:49AM
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