Seeking Alpha

Mark Hartner

 
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  • LSI: Share Gain Opportunity In Light Of Marvell Patent Trial [View article]
    Cut-and-paste from http://seekingalpha.co...

    My take on LSI is that they probably infringe, but that CMU is not going to go after them. My reasoning on that is that CMU filed their lawsuit just ahead of the 6 year mark because Marvell would have had a good laches defense after the 6 year mark. Now that 9 years have passed, LSI would have a really good laches defense, so it is much riskier for CMU.

    I am not a lawyer, but I think of laches sort of like a "statute of limitations", but not quite as rock solid like it is for criminal law. For more on laches just look up the VRNG vs GOOG lawsuit and see what happened, the judge used laches to knock the damages award down to almost nothing.

    I think that Marvell will continue to dominate the HD Controller market.
    Jan 4 11:10 AM | Likes Like |Link to Comment
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