I was one of those who was minimizing the effect of CAFC decision, but that was when the SA process was still in "mystery ville". My thought was that IDCC was still fighting for the integrity of their IP with the recent ITC filing, so a set back at the CAFC would still enable an IDCC buyer to look forward to the next ITC complaint.
Obviously with the SA process done, now the CAFC decision is big on many different aspects. Looking forward to your "smooth water" one of these days. Best to you.