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  • Vringo Vs. Google: What Will Follow The Jury's Verdict [View article]
    I apologize for the confusion. I mistakenly used earnings in a layperson's sense. I mean revenue throughout this article.
    Nov 8 12:27 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: What Will Follow The Jury's Verdict [View article]
    Because the '420 and '664 patents that Vringo based the lawsuit on are United States patents that have scope in the United States only.
    Nov 8 10:28 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: What Will Follow The Jury's Verdict [View article]
    You're right Alan. I just wanted to allude to the availability of remedies in the legal system for the particular situation Vringo faces.
    Nov 8 10:25 AM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Past And Future Infringement [View article]
    Vringo's damages expert Dr. Becker, pre-laches, and then using the ratio of Google's new expected damages versus Becker's original estimate: http://bit.ly/Xf9lnP
    Nov 5 08:53 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Past And Future Infringement [View article]
    It was an ongoing royalty of $2.74 per subscriber per month. The different nature of the case led to a different method of calculation from the % of revenue in the Vringo-Google case.

    http://bit.ly/YMss6Z

    Thanks for the comment vitosoranno1.
    Nov 5 04:55 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Past And Future Infringement [View article]
    The 40% drop was an overreaction to the latches ruling. It affects damages, not Vringo's probability for verdict.
    Nov 5 11:20 AM | 2 Likes Like |Link to Comment
  • Why The Stock Market Is Rooting For Obama [View article]
    The point you make regarding correlation between the S&P and Obama's intrade odds is ludicrous for a few reasons.

    1. imagining correlation - looking at two trend lines in an arbitrary time period and from there assigning a statistical concept is fundamentally unsound. You provided no statistical analysis to support your claim.

    2. correlation is not causation - even if correlation exists, it simply existing between two variables does not imply causation. Ice cream sales are correlated positively with drowning fatalities. One does not cause the other - they simply occur because they are tied together by summer temperatures.

    3. True variables - you are right that the market has continued to buoy on the Fed's easing programs and expectations of future Bernanke support. Regardless, these actions can only continue for so long, as inflationary pressures have already begun to surface. Whether Obama or Romney takes office, these policies will probably not continue beyond 2014.

    As a side note, taking Intrade odds at face value as an interpretation of the true odds of the election's outcome, or even the market's expectation of its outcome, is specious because of Intrade's volatile and illiquid nature.
    Nov 3 11:22 PM | 2 Likes Like |Link to Comment
  • Glu Mobile: Adhesive For The Broken-Hearted [View article]
    Thank you for the well-thought out comment. I plan to address your thoughts and other ideas in my continuing analysis of GLUU.
    Nov 3 01:28 AM | Likes Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    Thanks pharlaptop, appreciated.
    Oct 29 01:26 PM | Likes Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    I think the answer lies in the fact that the carrier market in Europe does not revolve around subsidies in the way that the U.S. market does.

    http://on.wsj.com/VJnH09

    As long as they're selling phones, it doesn't much matter which phones they are selling. However, the Lumia has been generating hype in Europe and pre-orders are a sign of good things to come.
    Oct 25 02:38 PM | 2 Likes Like |Link to Comment
  • Glu Mobile: Adhesive For The Broken-Hearted [View article]
    I agree that there is almost no barrier to entry. However, given the market's staggering growth, I don't think it will suffer as much from competitive pressure.
    Oct 25 12:05 PM | Likes Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    eldaedhel, good thought. The only thing I'd add is that Nokia's patent portfolio is very forward looking. For instance, the company holds 18% of all patents that are deemed essential to the 4G/LTE industry.
    Oct 25 11:56 AM | 2 Likes Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    send em' over alphaRAJU. I'm not picky, ground shipping is fine.
    Oct 25 11:46 AM | 1 Like Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    Interesting thought. I'm not quite sure.
    Oct 25 11:25 AM | Likes Like |Link to Comment
  • Nokia: A Turnaround Through Creative Destruction [View article]
    The enterprise user is a group that was in the back of my mind constantly. Good point.
    Oct 25 11:23 AM | 2 Likes Like |Link to Comment
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