The CAFC decision helps as it eliminates an "excuse" not to sign. They have still signed other licenses and have extended without (e.g. Kyocera, Acer etc.). Those though are immaterial licenses, using the company's own definition. LG has not signed. Heck, Huawei even acknowledges we "got legs", except we don't know how to use them ... or convince all of them, enough so to get paid, the price we want.
I still think it ultimately comes down to the licensor to make the undeniably compelling reason as to why a customer needs a license. Nokia agreed in the past to pay for 2G (settlement). They now can use this current excuse to "haggle" for the rate they want.
The CAFC is big, I want a win, but if this excuse has caused licensing to drag to a halt, than that is unacceptable and goes against the spirit of the "business as usual" rhetoric. I can't believe that is the case, we're suffering from poor execution, IMO.
Terry comes off as a hands on type. He'd better be getting status updates. He obviously got some update on the business to compel him to buy 10,000 shares.