You'd be surprised. I know several defense contractors that continue to use Notes, just as they have for the 3 decades! These contractors make a lot of money.
Well, given the installed base and utter pain in the butt to move off the platform, a company can make a good living supporting it for a long while.
True, but one has to wonder if the business cases to just keep milking the existing user base, or if there will be any attempt at selling new installations.
New license seems like a hard sell, unless HCL invest heavily in both Notes and Domino.
It's probably a really hard sell unless they really can make a case for easier development and maintenance for internal applications over web technologies. I too don't see that happening without some investment. I really think its a "serve existing customers" play with some contract fulfillment potential for specced app projects.