Been wanting to mention my thoughts on this as well for months but held off.
Once the lead patent is secured, IMO they have something to sell.
If you were a wireless carrier, OEM, search engine firm or social networking site, would you plop money down before knowing it has the seal of approval from the USPTO, being truly unique, revolutionary IP as the company is claming?
Letter of intent to license is all I'd offer until proof is in the pudding.