Vringo: What You Really Need To Pay Attention To [View article]
I have to disagree with the ZTE valuation. If you call Vringo IR they will tell you very candidly that they are more excited and focused on the NOK patents for monetization than anything and believe there to be much more money to be had than with the Lang patents. Again, straight from the horses mouth and not my own, however noteworthy.
Idle Thoughts While We Wait For Judge Jackson [View instapost]
SteveKim,
In regards to your statement "I think it is pretty clear that both sides will file notice of appeal" I have a process question. Is it typical in a case like this that the appeal be filed in the same breath as the decision or will there be time for the PPS to run up for a small profit? I understand they have 10 days'ish to file, but is it commonplace to wait that long? This information would be helpfull to adjust my investment strategy. TIA
Vringo's Suit Against Microsoft - What The Past Tells Us [View article]
Your statement is incorrect:
"This is a big if, but if I am correct in my assumption then Vringo can hope only for running royalty (calculated at 3.5% in the previous judgment), and forget about past damages."
The fact that a jury found google to be infringing on VRNG patents and the USPTO has validated all patents, Microsoft is a willful infringer of these patents as it has not reached out to license with VRNG post trial with GOOG et al. With that said, it opens the door to treble damages on all past charges for Willful infringement and will likely lead to a settlement IMHO.
Couldn't have been put better. I have continued to add more to my VRNG portfolio. In fact, more than I ever saw myself doing so. But the fact is that now VRNG is turning into a long-term investment with only upside potential, insignificant debt and unlimited monetization of patents and human capital. This could be something that we all talk about in 3-5 years down the road and say "wow.... we are one of those people.... the ones that took advantage of a belief in a believable company." I don't even feel the need to say good luck anymore... I feel that I should be saying Kudos to us all who see the big picture. Great article
Vringo Vs. Google: Down To Two Witnesses [View instapost]
Agreed, we all know that it takes a special type of investor with a particular personality type to speculate on a stock like this, but you have to admit its still fun. I hope everyone stays diversified here. Chasing a one time retirement trade with your entire portfolio reminds me of when I was a child and my dad had me go mow the lawn for $5 allowance (BIG money back then). After I finished I walked back inside to he and his friends playing poker. I wanted to learn, he told me how to play, I went all in on my first hand and he took my $5 back saying "don't ever gamble all your hard earned money." I laughed thinking he would give it right back....... He has since passed away and needless to say I still don't have that $5. Good luck next week friends, and thanks to you Steve for your insights. It's always nice to meet Kindred spirits out there and I hope everyone with a vested interest in this trade is rewarded.
Vringo Vs. Google: Today's Order Re: Vringo's 2nd And 3rd Motions For Sanctions [View article]
You are all right, but this is ALL white noise. Every positive comment is to feel good about your investment and sleep well at night, every negative comment is to make others buy into your short or validate your fear to gamble on a potential game changer. Bottom line is call or fold, but have the wherewithall and fortitude to find curragh in your convictions. I'm worried just like the next, but I also know that this is a business where you have two choices when the day ends........ High risk, high reward, or leave it in the money market account. I for one am encouraged, not to make a fortune, but make a profit as per the averages that seem to present themselves in the facts. I'm guessing 70% chance of profit. As to how much that is and/or how greedy you are, that's up to you. Thanks for the information Mr. Kim Law
Vringo: What You Really Need To Pay Attention To [View article]
Idle Thoughts While We Wait For Judge Jackson [View instapost]
In regards to your statement "I think it is pretty clear that both sides will file notice of appeal" I have a process question. Is it typical in a case like this that the appeal be filed in the same breath as the decision or will there be time for the PPS to run up for a small profit? I understand they have 10 days'ish to file, but is it commonplace to wait that long? This information would be helpfull to adjust my investment strategy. TIA
Ty
Vringo's Suit Against Microsoft - What The Past Tells Us [View article]
Vringo's Suit Against Microsoft - What The Past Tells Us [View article]
"This is a big if, but if I am correct in my assumption then Vringo can hope only for running royalty (calculated at 3.5% in the previous judgment), and forget about past damages."
The fact that a jury found google to be infringing on VRNG patents and the USPTO has validated all patents, Microsoft is a willful infringer of these patents as it has not reached out to license with VRNG post trial with GOOG et al. With that said, it opens the door to treble damages on all past charges for Willful infringement and will likely lead to a settlement IMHO.
Vringo: The Fallacy Of Impatience [View article]
Vringo Vs. Google: Take A Deep Breath, The Roller Coaster Continues [View instapost]
Can the decision by the judge be appealed?
Thanks,
Tyler
Vringo Vs. Google: Down To Two Witnesses [View instapost]
Vringo Vs. Google: Vringo Executes A Pincer Movement [View article]
Vringo Vs. Google: Vringo Executes A Pincer Movement [View article]
Vringo Vs. Google: Vringo Executes A Pincer Movement [View article]
Vringo Vs. Google: Today's Order Re: Vringo's 2nd And 3rd Motions For Sanctions [View article]