Obviously, we do not know if they got a first mover discount or fell victim to rising royalty rates. FWIW I want to point out for those who may not realize the technical sophistication of the heavy equipment and machinery they manufacture. As a contractor I marvel at the systems and myriad of electronic components that are incorporated into today's Cat products. It has been mentioned that the automotive industry is a big target because of the numerous infringing parts that, say , go into a mercedes. Well, today's machinery may dwarf what you find in a fully loaded auto, from on board computers, lasers, GPS, systems monitors and on and on. Just wanted to point out that this licensee might be paying alot more than some think. good luck