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AJBaker

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  • Wall Street Breakfast: Must-Know News [View article]
    Guess you don't believe in contracts.
    Apr 9 08:36 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Putin's charade is comical. The people who really had the right to vote in Crimea are the Tartars the USSR deported ....not the Russians installed there. Think Tibet and the Han.
    Apr 9 08:33 AM | 10 Likes Like |Link to Comment
  • Spherix: Playing The Patent Game [View article]
    Why should the initial inventor be forced to await the outcome of a trial on the patent? Why shouldn't he cash out by selling the patent to someone who specializes in enforcing them? Most scientists and inventors are not lawyers. Duh.
    Apr 7 02:56 PM | 1 Like Like |Link to Comment
  • Spherix: Playing The Patent Game [View article]
    There are crafty lawyers on both sides of patent litigation..... those defending the patent rights and those attempting to steal intellectual property.
    Apr 7 02:54 PM | 1 Like Like |Link to Comment
  • VirnetX / Apple Appeal: Bad News For VirnetX And Other Patent Assertion Entities [View article]
    How did VHS convince New BAY to drop them?
    Mar 7 10:47 AM | 1 Like Like |Link to Comment
  • Vringo: How To Lose At Winning [View article]
    I typed too soon. See above.
    Jan 30 01:38 PM | Likes Like |Link to Comment
  • Vringo: How To Lose At Winning [View article]
    This isn't about which long believes most fervently in Vringo, this is about how to make money on this stock. If I had followed my instincts I would have sold out around $5.30 making a nice profit and would now be watching it closely with every intention of buying it back since I believe it to be worth far more than that. But I kept it.

    I think a closer analogy to Vringo that the biotechs -- which upon success have an ongoing business for at least the term of the patent exclusivity -- but rather to a gold miner -- the value is there, is limited if large and has to be dug out. I had to laugh at the short who was complaining that Vringo had a negative cash flow -- that's like complaining that a gold miner has a negative cash flow before they actually start digging.

    The complaints about capitol raises -- these are absolutely essential to an IP company until such time as they monetize enough of the patents they hold to generate enough funds to work the remaining patents. If I understand correctly, Vringo is on the cusp of reaching that point. I have not seen discussed the amount of money Vringo has on hand versus the amount they will require to work the remaining patents and if they require more money up front how much would it cost in dilution to obtain this?

    I am also interested in Google's possible courses of action ... they are now on the hook for $1 billion to a company which is on the market for approximately half that and which may to be a considerable nuisance in the future.

    I think the greatest difficulty for the stock has been the difficulty of investors in deciphering the impact of the assorted legal decisions. The most helpful item to me has been the report that such appeals generally have a 5-10% chance of succeeding and that Google's pleadings look weaker than Vringo's according to people knowledgeable in this field of law. My guess is that most people are greatly underestimating Vringo's chances.
    Jan 30 01:37 PM | 5 Likes Like |Link to Comment
  • Vringo: How To Lose At Winning [View article]
    And how much they bought back later?
    Jan 30 12:58 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    No one cares what you 'believe', we only care what you have the data to support.

    You are probably correct as to the frozen vegetable. The rationale that I have seen is that the nutrients are preserved when the food is frozen almost as soon as it is picked while it takes too long for the fresh food to get from the plant to you. Now who has the duty to inform the public of this fact so that the market has the perfect information needed for it to produce rational results?
    Jan 3 09:22 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Interesting to see that you believe the laws of economics don't apply i this instance.

    Note that Medicare is quite successful in our nation and could be extended to lower ages.
    Jan 3 09:17 AM | 10 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Companies which move typically suffer for a year or two from the disruption. Same with mergers. Interestingly, not the same for spin offs.
    Jan 3 09:15 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Proof is harder to prove than damage is to cause.

    If the highway before your business shuts down, how do you show that that the actual damage was caused by that rather than by poor merchandise selection?
    Dec 26 09:08 AM | 6 Likes Like |Link to Comment
  • Today's Stock Rally Is Full Of It [View article]
    So when debt is cheap, companies carrying a high load of debt increase in relative value to companies not carrying it debt? Who knew?
    Nov 29 07:55 PM | 1 Like Like |Link to Comment
  • Today's Stock Rally Is Full Of It [View article]
    So if the Fed and the Treasury know that this will end badly, why did they start it?
    Nov 29 07:54 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Which, of course, explains the soaring popularity of Congress and the Tea Party. LOL

    Bashir had been reading about a event that actually occurred when a slave master punished a slave. Palin had compared something orders of magnitude less onerous to slavery and Bashir's basic point was 'here's the real thing,.... it was something entirely different and bet you wouldn't like it.' No, he shouldn't have said it but he was making a point that needed to be made. Context matters. It was just the free form name calling and unfounded accusation engaged in by the Tea Party and their Birther friends.
    Nov 25 09:26 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
53 Comments
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