It does boil down to sales revenue lost by having a company's exports banned from entering the USA. How much is that worth if TPL decides to go the distance and they can win? The fact that you aren't seeing that connection and arguing district court vs ITC is irrelevant unless we settle at the ITC and continue in district court, or any other of the myriad of outcomes that could possibly happen. As it stands today, the ITC has plenty of power to hurt the possible infringers in the wallet. I'm not sure where the confusion is coming from.