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Spetty772002

11/07/14 3:20 PM

#3238 RE: Investentialist #3237

Investentialist, if you haven't already, you may want to go back and read the conversation here earlier re: when some of these revenues from the Selene and Clouding settlements may have been recognized. It's possible that the up-front revenue from some or all of these settlements was reported in Q3 as part of the $13.5 million. I don't know if they were or weren't included in Q3, but it's some food for thought.

I really hope that management provides some color on which settlements were included in which quarter(s) on the CC so investors have some idea which of the recently-reported settlements will generate revenue for the company in Q4 and which (if any) were included in Q3. Long-term it doesn't really matter as long as the company continues their stellar execution, but as an investor, the more information, the better.