Agree, it is not clear where they $$$$$ will come from. Have held this for several years. Bought because I like the logistics/concepts and now with fuel costs so high they should have leverage for sales. Needless to say, I was ahead of my time.
S/W license should be pure profit after R&D costs are taken. I think they do not capitalize development costs, if they get some volume it's a laugher to the bank. Hope it works.