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Message: Was Brocade the "Lucky" 100th?

12/3/12 - "Sierra joins a roster of nearly 100 MMP Licensees that include some of the world's largest electronics companies, including Hewlett-Packard, Sony, Nokia, General Electric, ASUStek, and Philips."

6/20/13 - "Datalogic joins a roster of more than 100 MMP Licensees from a variety of industries, including some of the world's largest electronics companies such as Hewlett-Packard, Sony, Nokia, General Electric, ASUStek, and Philips."

In the 10Q that covereed the Sierra license indicated that PDS received $2.42M in license revenue. Sierra was the only license announced during that 3 month time frame. However, according to my running tally, Sierra was the 97th license.

So we went from "nearly 100 MMP Licensees" as of 12/3/12, to "more than 100 MMP Licensees" as of 6/20/12. Brocade was the only announced license between the 2 other announcements.

So, did they collect the $2.42M just from Sierra, or were there other licenses signed during the 3rd quarter that were never announced?

Brocade will be the only announced license for the fiscal 4th quarter that ended 5/31/13. So we may know what they paid based on the 10-K that comes out at the end of August.

Seems there have been at least 4 signings since the Sierra license, even though only 2 of them have been announced.

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