"Although KL specifically called out the 2-3 months of patience to outline a path to full victory, he also alluded that non-litigant was in that window...or perhaps even more immediate? At least that was my take-away. The Cowen guy asked him the question directly"
In reading your post of the excerpt from the CC, I think it would be interesting if you would SPECULATE two or three companies that KL is focusing on in each segment. I know it would be total speculation, but would give us a little road map as to what companies fit into each segment.