I don't agree here. Of course some extra revenue from a "surprise" source would be of high interest. Better revenue from simply more licensing would not be that interesting other than with repsect to financing. As you know guidance has been lacking in many ways and even the breake ven comments while welcome were opaque in terms of why and how.
We are all waiting for some public indication that companies are actually buying the follow on products in some volume and at a solid overall price. That has not occurred at all and in reality is the key to success. So specific comments to that key issue whehter they have been accrued to date or are in process would have an important impact on many peoples assessment of potential success.
For me I have heard it all spun every which way for a really long time. But it would be different with specific confirmations and done for the world to hear. It may not happen this time - it may never happen but it would be such a welcome surprise that it would change the psychology of the stock. And needless to say there would need to be revenue confrimation in the stated timeframe or we're toast.
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