DB, the question that I ask myself about the IPR's is this:
Given the number of patents, and the scope of them, how likely is it that VPLM loses ALL claims?
If they win outright, of course, it's big for the shareholders, but even a loss that is not total, will leave us with patent claims that have gone through IPR and are much stronger, and will still very likely have applicability to companies wanting to integrate/replace legacy telco.
Wait and see, we will