There is nothing commital in that statement. Of course it is true. Let's see:
Despite the risk of willful infringement in cases where companies delay
licensing decisions on the basis of reexams,
Risk. Sure there's risk. They don't say there IS willful infringement, just that companies risk it if they delay. We all risk getting hit by a car every time we cross a street.
companies have been awaiting the outcome of US'336
Yes. Again, can be construed as true.
and are now reengaging in licensing discussions
Yep. How those discussions end is what is important. Not that they are reengaging in them. Taking a phone call from Alliacense could be considered "reengaging in licensing discussions."
in light of the escalating royalty rate structure of the MMP Portfolio(TM) Licensing
Program.
Again, true. Or at least I can believe that Alliacense has created an escalating royalty rate structure. That doesn't mean much if no one signs under that strucuture. But again, there is nothing that is false in this statement.
It is carefully crafted language to make casual readers see "to the moon" but if parsed correctly it's not stating anything that is new or surprising. It is certainly not anything a careful investor on the sidelines would jump on.