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  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    Yes.
    Oct 2, 2014. 10:54 PM | Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    @Houston Energy Trader

    Judge Caspar could have the decision within 30 days from the Hearing. Its entirely possible that a trial date will be set at the end of this hearing tomorrow.

    Vringo has other significant catalysts playing out now. Both plays are excellent buys based on different catalysts. World remains un-followed by many, and has a smaller stock holder base as a result.

    I think a final decision on the Markman will be the main catalyst to revalue the opportunity. Looking forward to that.
    Oct 2, 2014. 10:54 PM | 1 Like Like |Link to Comment
  • Vringo: After The Federal Circuit Decision [View article]
    @IP HAWK

    "No. I think the En Banc denial is most likely priced in, but it still presents headline risk by gamblers/speculators who have moved in or not sold that the case will be revived."

    The market value today reveals a stock being supported by ZTE and lesser suits. If the situation was as you suggest, would not the market value more closely resemble pre appeal levels or some lesser fraction of the estimated $1.4 billion award, certainly not $90 million.
    Oct 1, 2014. 04:20 PM | Likes Like |Link to Comment
  • Vringo: After The Federal Circuit Decision [View article]
    @USER8331091

    I appreciate your view, but it fails to answer the question I posed to the author.

    The Author concedes in his article the valuation of all the ongoing suits, settled or pending (exclusive of Vringo En Banc) plus cash on hand, accurately reflects in the stock capitalization as $90 million.
    Oct 1, 2014. 01:26 PM | 2 Likes Like |Link to Comment
  • Vringo: After The Federal Circuit Decision [View article]
    I disagree.

    Vringo has already lost the Google case evidenced by the $90 million dollar market cap. With $31 million in cash, are you suggesting Belkin, Tyco, ADt and ZTE win possibilities accurately reflects $59 million dollar risk valuation.

    We know the Company has already asked ZTE for a one time payment in the $440 million dollar range, with continual royalties. I just don't see your logic in an En Banc failure as it relates to stock price. Just my opinion.

    Oct 1, 2014. 12:50 PM | 2 Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    The case is not typically streamed live. That's probably what she was referring to.
    Sep 30, 2014. 01:43 PM | Likes Like |Link to Comment
  • The Small-Cap, High-Reward Portfolio [View article]
    Is there a current patent infringement action with Crossroads? I didn't see a case number in your article?
    Sep 29, 2014. 09:56 PM | Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    The Worlds Markman Hearing will be streamed and released on the same day. All interested parties should take advantage of this pilot program and tune in. Link is below.

    http://1.usa.gov/1qAmtgK
    Sep 25, 2014. 09:53 PM | 1 Like Like |Link to Comment
  • Worlds Inc.: An Interesting Run-Up Before A Crucial Markman Hearing [View article]
    Agreed that the award has been reduced. However the claim of willful infringement is not subject to the certificate of corrections timeline. This adds a very large potential for lump sum.

    Still if the infringement draws anywhere near 3 % in royalties we could be looking at a punitive award of several hundred million dollars as well as fixed payments of more than $100 million. This would more than justify a $400 million market cap, a far cry from $18 million today.
    Sep 22, 2014. 08:29 AM | Likes Like |Link to Comment
  • Vringo, Inc. Reaches Settlement With Belkin International [View article]
    Agreed, and Wi-LAN (WILN) which has done a fantastic job of putting together many smaller lawsuits achieving a $100 million run rate and $400 million market cap.

    I think Worlds is setting up shop with this in mind, though more streamlined infrastructure. As many experienced patent traders know it's all about patents, legal and money. Excessive management and non-legal operating costs are luxuries companies like VRingo and VirnetX will soon learn they can live without.

    It's very much a distance run, not a sprint, and fiscal frugality insures survival.
    Sep 20, 2014. 12:25 PM | 5 Likes Like |Link to Comment
  • Vringo, Inc. Reaches Settlement With Belkin International [View article]
    The important takeaway here is VRingo having now monitized the security patents over 3 different defendants. When the proceeds of these lawsuits can fully fund litigation on new infringement defendants Investors will have their ROI to justify this equity.

    The last 10-q had Legal at $5 million+, taking Google and ZTE in the sum total. It's safe to say the security lawsuits won't impact this number much. However for the amount earned over what is expensed they would be cash flow positive.

    VRingo is probably preparing to initiate several new security lawsuits at the same time given this success.
    Sep 20, 2014. 10:23 AM | 4 Likes Like |Link to Comment
  • VirnetX Is Worth Well Under $1 Per Share [View article]
    Given the appellate courts recent appetite for over zealous review of substantial evidence in patent cases, the 100% contingency model for legal is showing its value.

    Confusion in determining appropriate royalties just opens the door to increased legal and delays. Apple may have accepted this as the master plan in handling VHC for the future.

    Still I take some comfort in knowing certain Patent Assertion Entities wont face this battle, like Worlds, Inc. WDDD whose Markman hearing is next month. Worlds owns the patents covering 3-d Multiplayer game play (MMORPG).

    When it comes to determining that patents value, for infringement, one only needs to examine the retail box of the latest Activision Blizzard CALL OF DUTY. Nicely placed on the spine is the MULTIPLAYER ONLINE Stamp. Not a feature you have to buy, but the reason you buy it.

    VHC will eventually win, not before a very long expensive and protracted legal engagement consumes a large portion of their capital.
    Sep 19, 2014. 09:36 PM | 1 Like Like |Link to Comment
  • Worlds Inc.: An Interesting Run-Up Before A Crucial Markman Hearing [View article]
    agree, more than likely investor interest will grow here.

    Really all you have in Worlds is the IP, the Legal, and a blank check by Susman Godfrey to see it through conclusion. This is something many Vringo and VirnetX investors wish they had now.

    Managing this risk is akin to buying Call Options. Your betting a small amount of your portfolio that you can afford to completely lose. Approaching it in this manner naturally asks the next question "what's the win opportunity here?".

    The various Investor sites that I reference suggests that Worlds could ultimately attach some portion of the MMORPG market share, which by most estimates is around $20 billion annually and growing.

    If we settle on 3% the value could exceed $600 million a year, far more than VirnetX or Vringo's current opportunity (discounting a Goog possibility) and with much longer patent life.

    At an $18 million dollar market cap its easy to see why some investors feel a 5 or 10% of portfolio gamble may be acceptable. Given the huge potential reward, its hard to make a case against that belief.
    Sep 19, 2014. 07:15 PM | Likes Like |Link to Comment
  • Worlds Inc.: An Interesting Run-Up Before A Crucial Markman Hearing [View article]
    I agree, more than likely investor interest will grow here.

    Really all you have in Worlds is the IP, the Legal, and a blank check by Susman Godfrey to see it through conclusion. This is something many Vringo and VirnetX investors wish they had now.

    Managing this risk is akin to buying Call Options. Your betting a small amount of your portfolio that you can afford to completely lose. Approaching it in this manner naturally asks the next question "what's the win opportunity here?".

    The various Investor sites that I reference suggests that Worlds could ultimately attach some portion of the MMORPG market share, which by most estimates is around $20 billion annually and growing.

    If we settle on 3% the value could exceed $600 million a year, far more than VirnetX or Vringo's current opportunity (discounting a Goog possibility) and with much longer patent life.

    At an $18 million dollar market cap its easy to see why some investors feel a 5 or 10% of portfolio gamble may be acceptable. Given the huge potential reward, its hard to make a case against that belief.
    Sep 19, 2014. 04:10 PM | 3 Likes Like |Link to Comment
  • Did Worlds' Patent Case Just Get Snowed In By Activision Blizzard? [View article]
    I've asked Markman to correct this article and the Benzinga tweet but so far no response. I doubt the writer will make any corrective action.
    Sep 17, 2014. 05:21 PM | Likes Like |Link to Comment
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