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alvarovc

alvarovc
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  • Google Claims To Have Defeated Vringo Search Patents [View article]
    $25 million per quarter is far too conservative... $40 million per quarter at least! Also don't forget a potential correction of past damages... $120 million rather than $30 million.
    Apr 16, 2013. 09:28 PM | 4 Likes Like |Link to Comment
  • Google Claims To Have Defeated Vringo Search Patents [View article]
    Welcome back Steve!

    Guys please take a look at the email threads in document 927:

    http://bit.ly/XQwUVY

    It's clear to me that QE wanted to create confusion with their emails so that DS screwed up and then used this as evidence or how ever you wanna call it against Vringo or to keep on delaying this for ever. Don't you think it's too much of a coincidence that Bartholomew Furrow will be outside of the country for a month and a half exactly during the timeframe that JJ could give his ruling? I'm not a lawyer, but this is so obvious and it is pure BS... GOOG just wants to keep on dragging this for ever and ever. Can't wait for JJ's ruling with a 7% RR.
    Apr 17, 2013. 01:48 AM | 3 Likes Like |Link to Comment
  • Can Vringo Win 7% Royalties From Google? [View article]
    I think it is priced in already... Goog's JMOL's denied, pps didn't move; Vrng appealed, pps didn't move; Goog appealed, pps didn't move... IMO a higher than expected RR will move the needle.
    Apr 12, 2013. 05:58 PM | 3 Likes Like |Link to Comment
  • Can Judge Jackson Still Ignore Google's Work-Around? [View article]
    I agree that pps should increase after a positive ruling. If you recall back in October pps reached a high of $5.93 and then plunged due to JJ's laches denial. I believe that this sort of reactions should work both sides.
    May 21, 2013. 08:21 PM | 2 Likes Like |Link to Comment
  • Vringo May Be Vetting A Buyer [View article]
    Agreed Kevin. In fact, that might be the reason why JJ granted motion 900 which supports the evidence presented by Vringo regarding royalty base and RR, and at the same time dismisses any attempt by Goog to present other evidence.
    Apr 4, 2013. 01:35 PM | 2 Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop? [View article]
    "His article played a big role in the price spike, but like I said, I doubt he expected it to have that kind of move." I will have to disagree on this one Omar, since all of DR's articles have had an important impact on vrng pps (all of them intended to decrease it). I can't believe that he didn't know what was going to happen to pps with his first article. Then publicising a second article the next day knowing that his articles do have an important impact on the stock price (30% within 24 hours for instance) is completely inappropriate. I'm not an expert trader at all but it is so obvious that he knew what was going to happen so taking advantage of it is wrong!
    Jan 6, 2013. 01:42 AM | 2 Likes Like |Link to Comment
  • Document Security Systems Inc. Is Poised For A Significant Rebound [View article]
    From a Board:

    I was just advised that the Apple case has been stayed by the Judge pending a decision on the motion to transfer. Things have gone from bad to worse in terms of the litigations. Absent a favorable decision in the FB summary judgment motion (which is possible but a long shot) or a quick denial of the motion to transfer in Apple and an immediate rescheduling of the markman (which now seems like a long shot), all of the near term catalysts on the litigation side have been removed. Not sure what this will do the share price, as it is already seemingly lower than what it should be based on the legacy biz alone...but seems like we are in for a world of hurt tomorrow.

    Ouch
    Oct 29, 2014. 01:38 AM | 1 Like Like |Link to Comment
  • Document Security Systems - Update On Current Patent And Licensing Issues [View article]
    Would somebody please share a link to the CMB filing document?
    Jul 10, 2014. 10:03 AM | 1 Like Like |Link to Comment
  • ZTE Settlement Could Drive Vringo Shares Substantially Higher [View article]
    I agree Vito. We have to be patient!

    What do you think of DSS?
    Jun 30, 2014. 07:07 PM | 1 Like Like |Link to Comment
  • ZTE Settlement Could Drive Vringo Shares Substantially Higher [View article]
    We might hear something from ZTE before I hope
    Jun 30, 2014. 04:28 PM | 1 Like Like |Link to Comment
  • Lady Liberty Rescues Vringo; Google Royalty Tab To Exceed $1.8 Billion [View article]
    That would be something.
    Jun 11, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Document Security Systems - Patent-Infringement Activity Is Expected To Heat Up In The Next 2 Months [View article]
    Do you think that pps has been increasing in anticipation of good news during the Conference or because the SCOTUS' decision regarding the Alice case is getting closer? Thanks
    May 27, 2014. 04:58 PM | 1 Like Like |Link to Comment
  • David Slays Goliath: Vringo Awarded Billion-Dollar Victory Over Google [View article]
    Got it, it's just a guesstimate then. Thanks.
    Jan 29, 2014. 05:01 PM | 1 Like Like |Link to Comment
  • David Slays Goliath: Vringo Awarded Billion-Dollar Victory Over Google [View article]
    And more importantly... would you please provide an clear explanation of how do you get a $350-500K lump sum? With no explanation what so ever, any range posted has no basis whatsoever.
    Jan 29, 2014. 11:03 AM | 1 Like Like |Link to Comment
  • Thoughts On Google's Motion For Leave To File Supplemental Evidence [View article]
    I agree with you. It's almost impossible to time his decisions and generally speaking his previous rulings have not been in the best interests of VRNG. Let's see what happens.
    Jun 13, 2013. 11:27 AM | 1 Like Like |Link to Comment
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141 Comments
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