I seem to re-call a similar situation in 2004 with regard to the ATM avatar.
In 2006 I'd like to hear on a monthly basis download figures and % increases month on month, it is this part of the business that will provide the near term income so some reassurance of gowth there would underpin the other ventures which may or may not provide income.
Until this is clear or any other deals arise then its sit and wait.
Whatever happened to the embedded solution with a phone maker?? that came to nothing I presume.