Sorry, head, that still doesn't make sense. The Quanta case did indeed go the wrong way. But, if that means TPL/PTSC can now go after manufacturers only for licenses, rather than manufacturers AND end-users, so what? There are enough manufacturers out there that TPL's lawyers will be kept busy for years. The only difference is that the license fee just got proportionately higher to compensate for all the fees lost from those end-users who no longer need a license. All TPL/PTSC needs is USPTO validation. Agreed, without that it's game over but, otherwise, it's business as usual. The SP drop is a huge overreaction in my opinion.
As far as PTSC being just another patent troll is concerned, that's what many people think already. It may even be true, notwithstanding Holocom and Talis, but, again, so what? It's just a negative reputation and doesn't stop the company from continuing to license the MMP.