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  • Trovagene: More Smoke And Mirrors  [View article]
    thought you told us to sell in august? wow bad timing.
    Oct 24, 2012. 10:30 PM | Likes Like |Link to Comment
  • Vringo: Remix For The Price Of A Song  [View article]
    Modernist knows they are wrong. If you want to see how wrong they are on VRNG, see their advice on DDMG. The company went bankrupt and they said sorry.

    Amazing advice both here and there.

    Lots of good results we can all take faith in.
    Oct 24, 2012. 12:33 PM | 1 Like Like |Link to Comment
  • Monster Beverage (MNST -5.5%) slips again as concerns over lawsuits and a potential FDA probe form a negative backdrop for the energy drink seller. Getting bounced from Goldman Sachs' Conviction Buy list isn't helping out too much either.  [View news story]
    buy back at 25?
    Oct 23, 2012. 04:01 PM | Likes Like |Link to Comment
  • A group of MetroPCS (PCS) shareholders are suing to halt the T-Mobile (DTEGY.PK) merger, claiming MetroPCS is "drastically undervalued" by the deal's terms. Are they holding out hope that SoftBank (SFTBF.PK), expected by some to follow up on the Sprint acquisition by going after up smaller U.S. carriers, will make a counter-offer? (previous[View news story]
    it is not a great deal PCS was much much higher recently. any deal should be vetted and more bidders brought in...
    Oct 16, 2012. 04:12 PM | Likes Like |Link to Comment
  • Google (GOOG -0.1%) has tapped Asia-Pac/worldwide mobile chief Daniel Alegre to replace Henrique de Castro as the head of its Partner Business Solutions group, which handles ad sales relationships with partners. Shares are down slightly this morning even though many tech peers are edging higher: there could be concerns Marissa Mayer will be able to get additional Google execs to jump ship for Yahoo (YHOO) in the wake of de Castro's hiring[View news story]
    It looks like this may be going on in hiring him so Yahoo can bid on VRNG and take on Google again in search.
    Oct 16, 2012. 04:03 PM | Likes Like |Link to Comment
  • Google Vs. Vringo: Why I Think A Settlement Is In The Cards  [View article]
    OK so for all non-lawyers or non patent lawyers here is a case Google is basing their defense on but here is their flaw.

    Google can not prove from all data it has that Lang deliberately delayed filing. His group did not rebuy his patents from other company till this year.

    They were asking for all these records to prove laches but IMHO it is very very weak based on long time study of patent laws and Supreme Court rulings on this matter.

    Google's defense not likely to work since new owners came in after.

    The harm of the delay can be shown in a variety of ways. Here, the magistrate judge focused on evidentiary harms and economic harms.
    Evidence Lost: Troxler founder and CEO died during the interim. He had directed the development of the accused product.
    Evidence Lost: Time delay has probably faded the memory of the Pine inventors.
    Evidence Lost: Many documents have been destroyed. (Troxler is a family business – "When the drawer gets full, you toss something.")
    Economic: In the interim, Troxler has invested millions of dollars in manufacturing facilities and producing the alleged product.
    Based on the potential validity of some of these arguments, the magistrate judge recommended they be explored at trial.
    Unclean Hands: Because laches and equitable estoppel are both judged in equity, Pine argued that Troxler's "unclean hands" should bar the company from relying upon those defenses. Particularly, Pine noted discovery shenanigans and filing suit without a good faith basis. The magistrate judge agreed that allegations of "egregious behavior" must be included in any equitable decision.
    The district court will now decide whether to convert the magistrate judge's recommendations into an order.
    Oct 15, 2012. 09:49 PM | Likes Like |Link to Comment
  • Google Vs. Vringo: Why I Think A Settlement Is In The Cards  [View article]
    apple and microsoft and possibly yahoo may be looking closely to evaluate if google is to be further legally damaged.

    all have adequate cash to make a nice offer as well.
    Oct 15, 2012. 03:31 PM | Likes Like |Link to Comment
  • OCZ: Accounting Issues And A New CEO Who Gets It - Is A Turnaround Likely?  [View article]
    turnaround chance probably 10 to 1 or 20 to 1.

    not a good enough chance for a trade or investment but nice try!
    Oct 11, 2012. 05:40 PM | Likes Like |Link to Comment
  • RF Micro Devices (RFMD) says Peregrine Semi (PSMI) has withdrawn an ITC suit against the company. The ITC had been investigating whether RF components made by RF Micro, and used in Motorola and HTC phones, infringed Pegegrine's IP related to silicon-on-insulator chips.  [View news story]
    good time to buy RFMD on this new.
    Oct 11, 2012. 05:40 PM | Likes Like |Link to Comment
  • Redbox's Parent Coinstar Is In The Bargain Bin  [View article]
    It is still in bargain bin, may pick up a bunch if it goes under 40 over next week or two...
    Sep 25, 2012. 03:11 PM | Likes Like |Link to Comment
  • A $400 Million Company Run By A CEO With Undisclosed Criminal Convictions  [View article]
    Wow great write up thanks author!
    Sep 21, 2012. 01:50 PM | 4 Likes Like |Link to Comment
  • Vical (VICL) +14% premarket after announcing Bristol-Myers Squibb (BMY) has licensed its patented platform DNA immunization technology to generate antibodies with potential therapeutic uses in humans on a non-exclusive, worldwide basis. Financial terms of the agreement were not disclosed.  [View news story]
    why is this kept a secret from shareholders?
    Sep 14, 2012. 04:26 AM | Likes Like |Link to Comment
  • Amarin Is Still A Buy, Despite NCE Indecision  [View article]
    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours
    Sep 13, 2012. 09:19 AM | Likes Like |Link to Comment
  • Citi: The Best Positioned Global Bank To Buy  [View article]
    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
    Sep 13, 2012. 12:22 AM | Likes Like |Link to Comment
  • The Fish Rots From The Head Down, And Arm Holdings Is Starting To Smell  [View article]
    Thanks for this article Ron.

    What about iphone5 and ARMH licenses?
    Would this be a short term catalyst for ARMH?

    Can you write a separate article on your bull case for AMD?
    Sep 7, 2012. 12:38 AM | 1 Like Like |Link to Comment