Seeking Alpha

DSB

DSB
Send Message
View as an RSS Feed
View DSB's Comments BY TICKER:
Latest comments  |  Highest rated
  • Will Legal Showdown With VirnetX Cause Apple's CEO To Regret His Words? [View article]
    David666 is just a message board troll. He has no value to add. You can't compare David666 with R.S. Analytics or the crew over at the IV board.
    Oct 2, 2012. 12:26 PM | Likes Like |Link to Comment
  • Are The Winds Of Settlement Blowing Towards Apple And VirnetX? [View article]
    "This is a company that literally does nothing."

    Except sign license agreements with companies that have stolen their technology.

    "If the patents that VHC owns are found to be valid, they will be licensed on FRAND terms"

    Really? Was the MSFT settlement or any of the other settlements on FRAND terms?

    "if you're in, you'd better be prepared to lose your investment"

    Shouldn't an investor be prepared to lose money in any stock they bet on? That's an integral concept to investing McFly.

    "chances of the patents being found to be either non-infringing or invalid are very high"

    Based on what? The #1 patent litigation firm in the country wouldn't have taken VirnetX as a client on an 8% contingency if they thought the patents would be found invalid or non-infringing.
    Sep 4, 2012. 12:17 PM | 3 Likes Like |Link to Comment
  • Apple Sanctioned In VirnetX Patent Case For Obstructing 'Unfavorable Testimony' [View article]
    VHC has a poison pill available, so a hostile takeover isn't going to happen. http://bit.ly/Nm2cei Plus, management clearly thinks VHC is worth significantly more than whatever this hypothetical syndicate would ever offer.
    Aug 9, 2012. 03:13 PM | 2 Likes Like |Link to Comment
  • Apple Sanctioned In VirnetX Patent Case For Obstructing 'Unfavorable Testimony' [View article]
    It's completely fair game to ask the engineer if his idea is similar (or the same) to another idea. VHC isn't looking to nail Allie for doing anything wrong (ignoring prior art), they just want his opinion on the similarities between the two ideas, probably to argue that AAPL's patent attorneys screwed up. If they did it on purpose, that's willful infringement.

    You sound more like a social scientist.
    Aug 9, 2012. 02:52 PM | 1 Like Like |Link to Comment
  • Apple Sanctioned In VirnetX Patent Case For Obstructing 'Unfavorable Testimony' [View article]
    Engineers DO patent things. Patent attorneys facilitate that process. So why not question the guy as to whether his "idea" looks similar to another one? Even if it was the patent attorneys' responsibility to do a prior art search, it's the engineer himself who can best shed light on the concepts which were ultimately integrated into Apple's products.
    Aug 9, 2012. 02:34 PM | 3 Likes Like |Link to Comment
  • VirnetX: Do You Believe In Fairytales? Part 2 [View article]
    http://seekingalpha.co...
    Aug 9, 2012. 02:22 PM | 1 Like Like |Link to Comment
  • Apple Sanctioned In VirnetX Patent Case For Obstructing 'Unfavorable Testimony' [View article]
    SHORT, we got a short here!!! Nice to meet ya. I drink your milkshake.
    Aug 9, 2012. 02:18 PM | 3 Likes Like |Link to Comment
  • VirnetX (VHC +22%) takes off after striking a patent licensing deal with Aastra, a maker of IP communications gear for enterprises. The deal puts an end to litigation between the companies, and results in VirnetX receiving a one-time licensing fee and ongoing royalties. The agreement, which comes a week after a favorable Markman ruling, is fueling hopes similar deals will be reached with Cisco, Apple, and NEC.  [View news story]
    12 Million shares out of 54 Million are short @ a 30% cost to borrow. It could take days for shorts to unwind.
    May 3, 2012. 02:40 PM | Likes Like |Link to Comment
  • VirnetX Holding: Decreased Earnings, High Price Signal Short Opportunity [View article]
    Guys, don't mess with Rob. He's the Tony Robbins of this game and he will vanquish his enemies in a fabulous manner. From his bio: "I believe in taking a Japanese "keizen" (continuous improvement) approach to trading."

    If he's employing Zen Japanese self improvement techniques to his trading, he's basically an elite master of this universe. Think Ninja Turtle training. Think Uma Thurman breaking out of that coffin in Kill Bill. This "sensei" (if you will) is also a real estate broker in beautiful Winconsin.

    Lastly, Rob is super rich and has an awesome life. He's also so dedicated to his "followers," that he sacrificed his last few morsels of energy into the wee hours on the 4th of July to let them know all is well. Clearly his fans were sitting at home, neurotically hitting the F5 button on his homepage in search of some late night guidance. Well, Rob didn't leave them hanging. "It's late night after boating and watching fireworks with good friends so this is going to be a little quick."

    In Rob's May 5th "Weinstein Trading and Fading" post on his blog, a message board which contains a total of 14 posts - all of which were made by Robert himself (he is quite the self - conversationalist), he made the bold move of shorting GMCR when it was just above $75. It hit a high of $96.20 and is now $90.53. Rob didn't make any posts after this, so I can only assume that this zen master of boating and all things money got out of his short and avoided a 21% loss in 9 weeks.

    Rob has indeed got it going on.
    Jul 14, 2011. 09:39 AM | 2 Likes Like |Link to Comment
  • Dr. Doom Responds on Wells Fargo [View article]
    Roubini should write a rebuttal entitled "Dr. Douche vs. Dr. Doom"
    Feb 28, 2009. 08:59 PM | 6 Likes Like |Link to Comment
  • Dr. Doom Responds on Wells Fargo [View article]
    Tom,

    How much wealth (other people's money) have you destroyed? How much has Roubini saved?

    You are an ass.
    Feb 28, 2009. 08:14 PM | 19 Likes Like |Link to Comment
  • News Flash to BofA's Lewis: Demand Isn't Problem - Supply Is [View article]
    It is clear that you don't understand what is going on, much like Tom. Tom called a bottom on July 15th, as meaured by the XLF when it was $17.17. It is now at $15.28, a full 8% lower. Tom then put out this 'disclaimer'

    Tom said this on 7/22/08, when the XLF was at $22.49. As of today, the XLF is 32% lower than when Tom made that call. THIRTY TWO PERCENT LOWER!!!

    This thing is a mess, and Tom continues to avoid the heart of the matter. People who have listened to Tom have lost money, when 'smart money' was pulling out of financials. How can one be SO wrong, and not own up to any of it?

    Tom, we would respect you a lot more if you would at least own up to your bad advice.

    There is a real risk of failure in the system. It may be a small fraction of a percent, but the risk is still there, and it has increased over the last 3 months. It would be nice to hear Tom acknowledge this risk and issue a cautionary note.

    Look at the SEC website to see what second curve capital owns. If Tom had thrown in the towel 3 months ago, it would have avoided MILLIONS OF DOLLARS OF OTHER PEOPLE'S MONEY down the drain. That is reckless.

    Paulson even said today that there is more pain to come.

    That is all.
    Oct 8, 2008. 05:28 PM | Likes Like |Link to Comment
  • News Flash to BofA's Lewis: Demand Isn't Problem - Supply Is [View article]
    Care to call another bottom in the financials Tom?
    Oct 8, 2008. 02:58 PM | Likes Like |Link to Comment
  • Coming Bull Market in Financials: A Few Items Portending the Turn [View article]
    Tom, I'm not going to make any more pro-Tom-Brown posts on message boards until you pay me. Consider this my resignation.
    Aug 25, 2008. 10:39 AM | Likes Like |Link to Comment
  • MBIA's Momentous 2Q: Need More Evidence That the Turn Has Arrived? [View article]
    Tom, let's see you pull off this kind of move before you start badmouthing Bill Ackman.

    www.businesssheet.com/...

    What is your YTD? Based on your SEC filings, not so great.
    Aug 14, 2008. 05:07 PM | Likes Like |Link to Comment
COMMENTS STATS
36 Comments
40 Likes