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Chris Grunewald

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  • How Will Judge Jackson Handle Google's Confirmed Workaround?‎ [View article]
    Hey Markman Advisors, good article. Although I have some criticisms:

    1.) In '664's case, the aggregate IP of Bowman, Culliss, and Lashkari are not yet prior art until proven so. That IP has raised five new Substantial New Questions of Patentability (SNQ's); the IP hasn't been deemed Prior Art yet.
    2.) Vringo has two months from the '420 final rejection date to submit a response to the PTO re: validation. If that doesn't work, then I'd suspect an appeal to PTAB.
    3.) It would help your credibility to give readers some insight about you / your group / etc. I agree with a lot of your work and think it is legitimate; however, your lack of disclosure is concerning and makes your work seem illegitimate by association.

    CG
    May 14 09:52 PM | 5 Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    Thanks for being honest PP. I appreciate the honesty (which is something many VRNG'ers don't have).

    However, I view this statement similarly to Vringo saying they are not an NPE. No dice.

    James Altucher (who, outside of being an overly optimistic VRNG bull, has a highly distinguished computer science background) said that there was not a very large chance at all in Google designing a workaround.

    I am not Nostradamus or a coder, but this all might just be more lawyer posturing.

    CG
    Apr 16 08:33 PM | 5 Likes Like |Link to Comment
  • Why Microsoft's Investment History Suggests Major Upside For Vringo Shareholders [View article]
    This article is filled with a lot of unrelated hoopla that really has no meaning on the underlying stock at hand, Vringo. How do you assert a $7.5-$11 valuation with this proposed MSFT partnership (without getting into any fundamental specifics whatsoever)? How would you value the actual MSFT case, considering we haven't even seen alleged damages amounts?

    Another interesting excerpt, "When they are proven wrong, through Vringo creativity in their strategies moving forward, we will see multiple sharp increases in the share price of VRNG." ... Unless you have the jurisdiction of Judge Jackson, this is another arbitrary, pumping statement. Let's add in some relevant concrete analysis on these overly bullish articles, gentlemen.
    Apr 15 06:48 PM | 4 Likes Like |Link to Comment
  • Vringo: What You Really Need To Pay Attention To [View article]
    Pay close attention to my words. I said GOOG share price has nothing to do with Vringo.

    From a future royalties perspective, as of now, no, GOOG ads don't affect VRNG price per share. Remember future royalties haven't been granted yet.
    Mar 5 03:19 PM | 3 Likes Like |Link to Comment
  • Vringo: What You Really Need To Pay Attention To [View article]
    GOOG's pps has nothing to do with Vringo. Acc'd to their 1/29 report, they have over $14.7B in cash & equivalents. Vringo is, and always was, a drop in the bucket for Google.

    If future royalties do come into play in the future, you'll be correct. Google doing well subsequently means Vringo is doing well.
    Mar 5 11:52 AM | 3 Likes Like |Link to Comment
  • Vringo: How To Lose At Winning [View article]
    Once appeal is done with, the share price will correspond to the win. Not really going anywhere until then.
    Jan 30 10:27 AM | 2 Likes Like |Link to Comment
  • Vringo: PTO Ruling Significantly Undervalued [View article]
    Eh, looks like the market agreed with my sentiment on Friday
    Jul 27 08:51 PM | 2 Likes Like |Link to Comment
  • Google Cannot Penetrate Vringo's 7th Amendment Armor [View article]
    Good article PP. Worth the read. Although it is true that the patents will be technically valid pending appeal, a final rejection was given (you state non-final in first paragraph); huge difference.

    Also, it would strengthen your article to include the Translogic case I referenced for constructive analysis, as it goes against a good bit of your analysis.

    Looking forward to see how this plays out!

    CG
    May 6 09:40 PM | 2 Likes Like |Link to Comment
  • Stop Gambling On Patent Lawsuits [View article]
    Greg,

    I really enjoyed this article. In Vringo's case, one took all the risk holding through the verdict, and he/she doesn't have anything to show for it. With all the macro-patent reform coming (specifically to NPE's), a patent monetization company HAS to have an underlying business model. Most of these companies don't. It took a while for me to let go of the "Vringo Kool-aid" and realized I should have sold on the hype; I just hope other people can realize the same.

    CG
    May 6 11:28 AM | 2 Likes Like |Link to Comment
  • Vringo: What You Really Need To Pay Attention To [View article]
    It sounds like you're trying to pick a fight. I don't have a position because there are better opportunities in my opinion and for the reasons outlined above. I'll leave it at that.
    Mar 5 11:56 PM | 2 Likes Like |Link to Comment
  • Vringo: Belief And Seeing Are Both Often Wrong [View article]
    If you're going to write a smart comment at least get your math right. Possible scenarios: a.) stagnant; b.) lower; c.) higher.

    The collective reasoning of VRNG investors has fallen off throughout the last few months. Woulda, coulda, shoulda.
    Dec 9 12:13 PM | 1 Like Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    That is absolute worthless conjecture.

    Who would V be suing?
    How much would the alleged damages be?
    When did each infringer start infringing?
    Are these patents subject to any Prior Art?

    These are the types of questions that cannot be determined at this point. Making your estimate entirely arbitrary
    Jun 4 12:54 PM | 1 Like Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    " In my opinion, VRNG remains, more than ever, a trading vehicle, not an investment."

    Well said.
    Jun 4 11:14 AM | 1 Like Like |Link to Comment
  • How Will Judge Jackson Handle Google's Confirmed Workaround?‎ [View article]
    A little bit of both I think, Alan.

    On all of the social forums I know of concerning VRNG (Vringo FF, ST, YMB, SA, Twitter, etc), many people with irrationally huge positions are waiting hands and knees everyday for a ruling on a company with no real catalysts in the near future (being lawsuits, as that is their biz model.) Will these people wait like they are now during an appeal (approximately 12 months of hearing nothing)? Will the workaround significantly decrease future damages (if JJ deems them appropriate)? What will happen in the PTO? Uncertainty is what shorts crave, and uncertainty is rampant in VRNG.

    There are so high expectations in this stock, and expectations usually lead to disappointment. I really don't think the share price will correspond until a settlement/all appeals exhausted and the remedy appears in V's balance sheet. We'll see what happens.

    CG
    May 24 04:05 PM | 1 Like Like |Link to Comment
  • Can Judge Jackson Still Ignore Google's Work-Around? [View article]
    What part about V asking for "a period for fact and potentially expert discovery of the redesign and a briefing schedule" confuses you, KevinPorter?
    May 21 05:29 PM | 1 Like Like |Link to Comment
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115 Comments
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