If a settlement is reached in the T3 case, I'd expect it to be conusmated AFTER the end of this quarter, ie. after November 30, and I assume no dollar figures will be realeased when the settlement is disclosed. This fits with their typical M.O. and also with the time frame of the stay which doesn't call for another confernce until December (11th or thereabouts I believe)
Just as with the J3 settlement, this woud allow another 4 months or so to elapse before the dollar values of the settlements would be revealed, and by then they would be agregated with the rest of PDS's license deals that would have happened during that same 3 month period of Dec, Jan & Feb.
It keeps the infringers guessing, and gives TPL an advantage in negotiations (at least in their view). It would likely cause a SP run for PTSC as well, though if the figures in the April 10q were to dissappoint, likely also a fall back. However, if they were to reinforce strength that would likely be the final push the pps needs.
Keep in mind also that the time frame fits in RG's 6-9 month PDSG timing. It'll be interesting to see if and how this unfolds. I only hope that RG & Co. can raise the expectation levels of the market between now and then to raise the base before that time period. Of course that hope is based on this being a legitimate theory. We'll see.