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Kevin Porter

Kevin Porter
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  • Update: Ditch Vringo On This Pop [View article]
    ZTE can't risk to lose in Malaysia too (very important country for them) and can't risk the huge NDA ruling that is forthcoming.

    Just the NDA could be worth hundreds of millions.

    They will settle for at least 100M soon. After that all the other infringers (possibly LG Lenovo Huawei and many others) will come into play.

    After a 100M settlement the fair value should be $2.25-$2.50.
    Higher if the settlement is higher.

    Then after it will monetize all the other infringers the eventual target is $4-6.
    Mar 1, 2015. 07:57 AM | 3 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    again ? that's not VRNG's subsidiary
    Feb 26, 2015. 03:49 PM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    The products cited in the complaint for alleged patent infringement include the top-selling D-Link Wireless Pan & Tilt Day/Night Network Surveillance Camera and the D-Link Wireless Day/Night Network Surveillance Camera.

    The complaint alleged that D-Link "knowingly encouraged, and continues to encourage, current and potential customers to directly infringe one or more claims of the [patent]."
    Feb 26, 2015. 12:12 PM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    man.. that's a different company..
    Feb 26, 2015. 11:08 AM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    Iron Gate is a subsidiary wholly owned by VRNG, just like I/P Engine vs Google
    Feb 26, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • Vringo, Inc. And Worlds, Inc. Reflections On Events- Feb 16, 2015 [View instapost]
    VRNG D-LINK officially in settlement discussions:

    http://stks.co/d1mVh
    Feb 26, 2015. 08:32 AM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    http://stks.co/d1mVh

    VRNG D-LINK officially in settlement discussions.
    Feb 26, 2015. 08:32 AM | 3 Likes Like |Link to Comment
  • Kevin Porter's Realtime 2015 Picks Recap [View instapost]
    http://stks.co/d1mVh

    VRNG D-LINK officially in settlement discussions
    Feb 26, 2015. 08:32 AM | 1 Like Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    Simple, more time can never hurt. New rulings could come out meanwhile and help.

    btw, a VRNG/D-LINK settlement has probably been signed.
    Feb 25, 2015. 03:53 PM | 2 Likes Like |Link to Comment
  • Kevin Porter's Realtime 2015 Picks Recap [View instapost]
    it could be
    Feb 25, 2015. 08:53 AM | Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    VRNG asked for 60 extra days and it was granted.

    They have to file by May 14
    Feb 24, 2015. 04:55 PM | 2 Likes Like |Link to Comment
  • Kevin Porter's Realtime 2015 Picks Recap [View instapost]
    A ZTE settlement is very realistically about 100M. It could be much higher because of the NDA and the Delaware ZTE debacle. Anyway Let's say 100M.

    After that, the share price would be $2.25-2.50.
    Higher if the settlement is higher than 100M.

    Then all the other infringers will come into play: eventually VRNG target is $4-$6

    In this $2.25-2.50 scenario I am considering 0% chance of Google remanded to CAFC, while actually there is some real chance.
    Feb 24, 2015. 01:45 PM | 2 Likes Like |Link to Comment
  • Vringo, Inc. And Worlds, Inc. Reflections On Events- Feb 16, 2015 [View instapost]
    Good

    It gives SCOTUS time for more clarity regarding software patents and TEVA
    Feb 23, 2015. 10:05 AM | Likes Like |Link to Comment
  • Vringo, Inc. And Worlds, Inc. Reflections On Events- Feb 16, 2015 [View instapost]
    Yes

    A ZTE settlement is very realistically about 100M. It could be much higher because of the NDA and the Delaware ZTE debacle. Anyway Let's say 100M.

    After that, the share price would be $2.25-2.50.
    Higher if the settlement is higher than 100M.

    Then all the other infringers will come into play: eventually VRNG target is $4-$6

    In this $2.25-2.50 scenario I am considering 0% chance of Google remanded to CAFC, while actually there is some real chance.
    Feb 23, 2015. 09:34 AM | 2 Likes Like |Link to Comment
  • Vringo, Inc. And Worlds, Inc. Reflections On Events- Feb 16, 2015 [View instapost]
    meaningless stuff
    Feb 17, 2015. 07:07 PM | Likes Like |Link to Comment
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