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sonicthoughts

sonicthoughts
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  • Vringo: After The Federal Circuit Decision [View article]
    Odd that there is nothing on Belkin yet - no? Expect something today.
    Oct 2 01:03 PM | 1 Like Like |Link to Comment
  • VirnetX Patents At High Risk Of Being Invalidated [View article]
    Your article claims "High Risk". Based on the recent IPR dismissal (with claims 1-9 and 13-18) for '1679, are you still arguing that they have high risk of this scenario??? Sure, anything can happen. How are you characterizing "High Risk"? If it is not then please retract or modify your article to reflect the current situation as it is entirely misleading.
    Sep 19 09:43 AM | 2 Likes Like |Link to Comment
  • VirnetX Patents At High Risk Of Being Invalidated [View article]
    So effectively you are saying that the PTAB is going to overturn a Federal Appellate court decision that has reviewed all the invalidity claims and denied them. Yes, that COULD happen, but extremely unlikely and completely misrepresented here. Citing Baxter is just one reference. What about: SAP America, Inc. v. Versata Data Development Group?
    SAP then tried to rely on the PTAB’s decision to vacate the jury verdict. The District Court refused, reasoning, inter alia, that “[t]o hold that later proceedings before the PTAB can render nugatory that entire process, and the time and effort of all of the judges and jurors who have evaluated the evidence and arguments would do a great disservice to the Seventh Amendment and the entire procedure put in place under Article III of the Constitution.

    The Federal Circuit sided with Versata and determined that SAP’s effort to overturn the jury verdict was “without merit.”

    Sure this is possible, but you fail to establish any basis for likelihood. Its slim that IPR will have any merit here.

    I have to agree with many who are suspicious about your identity. Can you please tell us why you chose to be anonymous ? Can you tell us what lawyer was consulted? Did they mention the Versata case?
    Sep 19 09:26 AM | 6 Likes Like |Link to Comment
  • VirnetX Is Worth Well Under $1 Per Share [View article]
    Beyond the risky court bets $VHC has one thing - patents. how come there is no discussion of the value of the entire portfolio. There is definitely a market and they have some very strong 4G patents - that alone should provide value.
    Sep 18 12:03 PM | 1 Like Like |Link to Comment
  • VirnetX Is Worth Well Under $1 Per Share [View article]
    Taking a step back in terms of value of VPN + Facetime to apple:
    Facetime was used in almost all ads when iphone / ipad launched. It was their premier feature. VPN on demand is an absolute requirement in corporate markets which represents Apples highest iphone domestic growth area.
    Sep 18 12:01 PM | 2 Likes Like |Link to Comment
  • VirnetX Is Worth Well Under $1 Per Share [View article]
    There are very few facts in this article, those that exist are cherry picked but most of it is pure speculation.
    Sep 18 11:58 AM | Likes Like |Link to Comment
  • VirnetX Is Worth Well Under $1 Per Share [View article]
    but they still ruled infringement.
    Sep 18 11:57 AM | Likes Like |Link to Comment
  • VirnetX Is Worth Well Under $1 Per Share [View article]
    I think you already agreed that Apple infringed. The court said so. how can you post this:
    Author’s reply » You are in complete denial. VHC's patents are worthless, not infringed, and simple to work around. If VHC even bothers to retry infringement by FaceTime (and I think it's no better than 50/50 that they retry it), Apple will quickly show that FaceTime does not meet the anonymous limitation that is now part of the definition of secure communications link. I think you're in denial.
    They do not need to retry infringement.
    Sep 18 11:54 AM | Likes Like |Link to Comment
  • IN RE VIRETX V. APPLE: HOW APPLE'S EXCUSES DON'T ADD UP TO A DEFENSE [View instapost]
    @Cassandra Veritas anyth thoughts on $VHC CACF timing?
    Sep 15 12:18 PM | Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    If you look at Judge Chen's background he is one of the most technically savvy IP specialists on the CAFC bench. He is probably the only one that sees what is going on. I'm sure he argued strongly that this was not Obvious but failed to convince the other judges. I'm sure he will want an en banc - not sure how strong he will advocate though ....
    Aug 16 10:59 PM | 4 Likes Like |Link to Comment
  • The VirnetX Tinderbox [View article]
    The key to this is "[Apple] failed to advance a credible alternative". They had the choice but refused to cooperate, leaving $VHC expert with no opportunity but to use the method he chose.

    Taking a step back for a moment, when Facetime launched it was the core differentiator used in marketing programs. Facetime was a very important component and although Radar pushed on how it ended up as so significant, the three methods corroborate, as does common sense.

    I'm stunned that you actually state at the summary:
    Careful analysis of damages jurisprudence, and the citation by the CAFC of the Apple/Motorola case, indicates that the jury award and enhanced damages are in danger of being overturned;.

    The Citation indicates a danger - how can you possibly propose such a backward theory. It is certainly not supported by "Careful analysis" and how you get to "overturned" is just crazy.

    Again, classic hit piece.
    Jul 10 10:40 AM | 4 Likes Like |Link to Comment
  • Vringo gains after USPTO confirms validity of '420 patent [View news story]
    Once the market digests that the second biggest risk to $VRNG triumph is eliminated the price will appreciate rapidly. The USPTO and every court has thus far validated $VRNG claims on the two core patents. It would be extremely radical for the CAFC to overturn - especially in light of this development. Tragically until there is a final affirmation from the court,the stock will continue to be manipulated by traders. Summary: Great long term buy.
    Jul 2 12:18 PM | 9 Likes Like |Link to Comment
  • Alice Corp. Vs. CLS Bank: Are Software Patents Dead? [View article]
    What would be an interesting analysis is to review the patents for $FSS, $VRNG, $VHC, $PRKR, etc. and see if any qualify as obvious / abstract ideas like "Risk Hedging" that are now being applied to software. I think not, but could be mistaken. Good news for IP cos is that it separates them from Trolls who want to patent a handshake into software.
    Jun 23 09:38 AM | Likes Like |Link to Comment
  • Alice Corp. Vs. CLS Bank: Are Software Patents Dead? [View article]
    yes it does have baring on DSS - it can move forward now! Major risk out of the way and should return to price prior to this nonsense.
    Jun 23 09:36 AM | 1 Like Like |Link to Comment
  • ZTE Settlement Could Drive Vringo Shares Substantially Higher [View article]
    My prediction: ZTE settlement will not be disclosed. There will be wild speculation, panic FUD. I predict it will be a very large settlement, but shorts will pick it apart to reduce the impact. The real win, however, will be cash flow to thwart the delay tactics that Google employs. It will also bolster $VRNG credibility and ability to license and further litgate. Finally, many holders will see it as an exit and further keep the price down (below $4.5). The good news will be for the long term investor since it will remain undervalued.
    Jun 11 04:18 PM | 3 Likes Like |Link to Comment
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