Re: Down, but not out...John...Gil
posted on
Nov 10, 2006 11:16AM
Yep, I think we knew the numbers would be ugly. At this point, it is (continues) a long waiting game for real "volume" orders and even longer for IP licenses if we are not currently in "Notice" phase. If took PTSC over a year to go from serving "notice" to any movement. They had some odd circumstance, but it was ove a year before any real movement and three years until the first dollars appeared. My guess is TPL was a large amount of the hassle factor and delays for PTSC, but EDIG has, IMO, a long way to go before seeing a pile of cash for IP licenses.
I should have noted that EDIG may be waiting to issue information on the IP potential until the numbers are absorbed by the MMs. We'll see.
John