Mschere, The real excitement is exactly as you say with those in the know that are putting pen to paper. It doesn't take a rocket scientist to look at and figure out that a handful of licensees are providing 120 million + a year to a company that has no product other than software.
What will happen when the handful becomes many handfuls?
The companies that are providing that revenue are solid aggressive companies and growing like wild fire. It makes good common sense to reason that the MEN of the industry (Motorola-ERICY-Nokia) also have an obligation to meet.
We as investors no longer need to hope that rumors come true because the truth is the current licensees revenues tells the whole IDCC story.
If investors can't see it happening now they never will.
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