2. It makes the balance of the 45% of the market not licensed, license within 6 months.
From what we've heard in cc's it feels like it would be outside their core, so while i wouldn't think that possible for sure, the strategy of buying a relationship that could help close the deals is great, though existing revenue stream is my only MUST have.
IMO if they buy into their core tech with no revenue stream it might send a signal they weren't all that to start with.