I'm not saying it wouldn't/couldn't happen - it'll be great if it does. What I am saying, though, is that (IMO) at this point there is nothing indicating some grand partnership to get excited about.
What happens if 6-months/1 year from now and there is no other activity with McD's? Everyone that bought into the hype will be saying, "Well, that McD's partnership (that never existed to begin with) didn't help us!"
jimh