Smith Micro is making alot of money. (169 % profit for 2006 alone). 
And it seems like they gotton be be so profitable by focusing on providing the average consumer with well-made, reasonably priced goods. 

If we are accepting guesses, here's mine. I think they are planning a commitment to Poser.
Check down the page,the last 2 on the job posting for sales,  a Senior Account Manager and an Account Manager to help with an "exciting new product launch".

http://www.smithmicro.com/default.tpl?group=subcontent&id1=6&id2=207

I think I like my rumor best :)