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  • ZTE Settlement Could Drive Vringo Shares Substantially Higher [View article]
    it isn't realistic.. VRNG wanted $2 per handset they will most likely get 80c... that is nowhere near 5% unless the majority of ZTE handsets are sold for under $40.

    I am expecting several 10s of millions for a ZTE settlement and it probably wont all come at once either.

    I'm more than happy it it works out to be greater than that.. but I'd rather be realistic. the ADT settlement has so far not brought in significant revenues (est. about $250k to date) and they too are a multi billion dollar company.
    Jun 11, 2014. 11:54 AM | 2 Likes Like |Link to Comment
  • ZTE Settlement Could Drive Vringo Shares Substantially Higher [View article]
    " I called Spherix (SPEX) when it was trading at $1.40. A day later, a short squeeze made the stock triple, from $1.40 to over $4. "

    and then a few days later it was right back down below $2 again...

    this is what you actually said in that article..

    "I estimate Spherix currently has $5 million in cash, no debt and a $500k monthly cash burn. Spherix is financially solid for a pre-revenue IP company, which limits the downside risk, especially if you consider the enormous litigation value of its 300+ large patent portfolio."

    this was completely the wrong call as evidenced by the 20 million dollar stock offering SPEX made at $2 per share to get enough cash to keep running the company for the next 12+ months...

    nice try at claiming bragging rights though ;)

    if ZTE settles with VRNG and the terms are kept confidential (as they likely will be) then there is no way that VRNG will triple in value until 6-9 months later when money is in the bank and the numbers end up in the Quarterly report. I make the call here and now... I will come back to claim my bragging rights later :P
    Jun 11, 2014. 11:39 AM | 4 Likes Like |Link to Comment
  • Lady Liberty Rescues Vringo; Google Royalty Tab To Exceed $1.8 Billion [View article]
    VRNG was only awarded 30 mill by the Jury for past damages.
    the jury verdict covers GOOGs most recent and profitable years.

    even with laches overturned I fail to see how VRNG can get 480 million without also overturning the Jury Verdict and fixing the alleged calculation error.

    interesting times indeed but I don't think you can count the 480 million until the fat lady sings.
    May 27, 2014. 06:25 AM | Likes Like |Link to Comment
  • Why Finjan Could Go From $6 To $15 [View article]
    honestly I have no idea what to make of FNJN.. on paper the numbers look reasonable...


    so many questions left unanswered.

    * why Mr Gildea still has power (granted it has been limited now)
    * why merge a technology company with a failed organic fertilizer company when successful mergers usually look for synergies in business.
    * why Iroquois Capital LP a private company gave money to a fertilizer company (COIN) to gamble on patent litigation (VRNG) and then helped to facilitate the merger of that failed company with a privately held Patent litigation company (OTCQB:FNJN) so it too can then go public.
    * why FNJN a patent litigation and software security company apparently still has a money losing operating business making organic fertilizer (again with the synergies).

    why why why... who knows but it seems like someone is making money from all these deals lol.....

    goodluck all... the books may look good but something in the closet still bothers me....
    Jan 23, 2014. 04:15 PM | 2 Likes Like |Link to Comment
  • Why Finjan Could Go From $6 To $15 [View article]
    any ideas why FNJN merged with COIN to go public instead of just going public in an IPO or merging with a more reputable company?

    a lot of COIN investors got burnt after years of failed gamble attempts by mr Gildea and co

    just wondering about peoples thoughts are on whether FNJN can shake off the taint of Mr Gildae's failed legacy with him still sitting on the board of directors.
    Jan 23, 2014. 03:24 PM | 1 Like Like |Link to Comment
  • AMD's Kaveri Creates Opportunities For New Gamers [View article]
    I'm a longtime AMD supporter, investor and even GPU miner so please don't think I am trying to bash amd here...

    BUT the idea that mantle might give kaveri a gaming edge is an intriguing thought at best.. as a gamer and a programmer myself I can attest that mantle being a completely new API is only likely to be used in the latest AAA title games.. those games typically are played by Enthusiasts and not Casual Gamers.. Hardcore Gamers / Enthusiasts will always prefer discrete graphics over integrated and will always prefer more CPU grunt than lower power consumption..

    therefore it is not likely that Mantle will be much of a selling point for budget laptops at all because initially there will be just too few titles to take advantage of it.

    the idea of pairing the APU's GPU power with an additional mobile GPU for boosted performance should be good if AMD can make it worthwhile. So far they have not really achieved this.... lets see what kaveri brings when the real world benchmarks come out.
    Jan 20, 2014. 09:04 PM | 2 Likes Like |Link to Comment
  • Shares Of Document Security Systems Fall 15% After Stay Ruling: Should Investors Get Out Now? [View article]
    wow kevin you have been long for years and are only up 10%... i'll give you a gold star for effort...
    Jan 17, 2014. 02:35 AM | Likes Like |Link to Comment
  • Shares Of Document Security Systems Fall 15% After Stay Ruling: Should Investors Get Out Now? [View article]
    I agree with mister Bluhm... when DSS/Lexington merged DSS went from a company with strong fundamentals to being seen as risky Patent play.. from that point onward it has been open season for the shorts who prey on uncertainty..

    according to the last 10Q, DSS has revenues of 3.6+ million per quarter for their printing/packaging anti fraud business.. in contrast only 570k from their technology licensing business.

    AuthentiGuard website was only launched in Sept 2013 and we don't even have numbers for Q4 so we don't really have a clear picture of how much value that has added to the company.

    I look forward to the 10K which will give us a much better picture of AuthentiGuard Revenues and Licensing fees from existing settlements.

    Investors who want to move into this stock should look to the numbers already coming in, not to wishful headline grabbing jackpot patent suits.

    as I've said time and time again.. DSS is one of the stronger patent plays simply because it doesn't need to win any court case to continue growing and making money. If they shut down patent litigation entirely and focussed on building their business, the shorts would simply go away and the price would correct back to the $2 range...

    however being a trader myself I do like the volatility so shorts please bash this stock as much as you like.

    "trade on speculation, invest in fundamentals"

    Good luck all.. Justin is Right we should get a tiny bump and then a flat line or gradual decline until good news hits and then its back into the 1.70-1.90 trading range... (I'm being a little more conservative than Justin since 2.00 is quite a strong psychological barrier)

    PS keep an eye on VRNG.. as it rises money will begin to flow back into DSS as the gamblers shop around for the next BIG ONE.
    Jan 17, 2014. 02:22 AM | Likes Like |Link to Comment
  • Vringo Wins Key Victory Over Google Revenue; Awaits 7% Royalty Decision [View article]
    if I recall correctly the settlement agreement with MSFT was that MSFT would pay 5% of whatever Google pays not what the court awards (and that figure is capped at an undesclosed limit). this may be semantics for some but in my mind this means that VRNG will not see another cent from MSFT until money first comes from GOOG and this could still be many many months away (pending appeal).. so it seems unreasonable to claim that MSFT payments are days away.

    Also your article does not mention that the court is yet to rule on GOOGs supposed work around (unless i missed something)... I too believe it does not exist but we cannot rule that out before the court makes its ruling.

    of course both parties could settle on or before the week of the 22nd of January but if they don't then this article is going to suffer the criticism of being yet another pump article.
    Jan 6, 2014. 09:39 AM | 2 Likes Like |Link to Comment
  • Vringo Kicks Off The New Year With A Bang: UK Company Purchases Vringo's Mobile Business [View article]
    i agree with marpha on this one.. the deal was poorly explained by PR.. it was done with a private company which for all we know could end up having to go public to raise more funds thus diluting our 8% stake to a fraction of a fraction of an unknown market cap.

    no money changed hands but the PR neglected to spell out exactly which patents if any changed hands.

    the whole deal smacks of VRNG trying to look for loose change down the back of the couch... (not the kind of impression want to give off when in the middle of a poker stare contest with one of the worlds biggest and wealthiest companies)

    the only positive part about this deal is that VRNG managed to offload a money losing part of their business...

    Facetones was a Failing business "we" all knew it and yet VRNG continued to toot on about it, as if it was going to grow into a serious money earner..

    I, like marpha am concerned that VRNG now seems to have no other revenue streams other than trolling...

    ofcourse we dont know that for 100% certain as ken lang may still be working on the next big thing in his isreali lab... but to the market it simply looks like VRNG just had a fire sale...

    I am long and strong on VRNG but they couldn't have sold off assets at a worse time .. IMO... it would have been better to close out the GOOG case and then dump the dead wood....

    by doing this deal now all they did was sew further doubt into the market... mark my words.. the shorts will have a field day if we don't get more positive news in next few days...
    Jan 5, 2014. 02:36 PM | Likes Like |Link to Comment
  • Vringo Kicks Off The New Year With A Bang: UK Company Purchases Vringo's Mobile Business [View article]
    they can change the name to Vringone
    Jan 5, 2014. 02:20 PM | Likes Like |Link to Comment
  • Vringo Gets Second Injunction Against ZTE: A Global Licensing Agreement Looks Imminent Now [View article]
    look on the bright side... WE (the wise investors) WANT the injunctions to be circumvented... because ZTE will keep selling infringing products.

    it's the rulings that send a strong message to ZTE that they cant win.
    eventually ZTE will come to the deal table and when they do.. we, who back the winning team, get a cut of all those infringing products...

    people who yell "Down with ZTE" and "down with GOOG" simply do not realize that they are calling for the downfall of our golden geese..

    we want them to capitulate not falter... we want them to grow and prosper not stagnate...

    I agree with Justin.. the Chinese companies are far more pragmatic and less ideological than their US counterparts. If it makes financial sense for them to pay for a global license and make this headache go away then they will... Google on the other hand are fighting some kind of Holy war against patient trolls, for them it doesn't matter if they burn down the city just as long as their version of history (ie.. "we invented monetized search") is not tarnished.

    just my 2c.. but I feel that ZTE will settle long before GOOG does..
    Dec 19, 2013. 04:41 PM | 6 Likes Like |Link to Comment
  • AMD: So How Much Does The Interest In Litecoins Matter For AMD? [View article]
    don't forget brand exposure paulo... a generation of kids that grows up in the litecoin craze is going to come away with the impression that AMD gpus are superior. there once was a time when ATI was seen as the premium brand.. this is great PR for AMD and it will boost morale and sales for them to be seen as the premium brand once again..
    Dec 11, 2013. 09:50 AM | 6 Likes Like |Link to Comment
  • AMD: So How Much Does The Interest In Litecoins Matter For AMD? [View article]
    tdoung I suggest you need to do your research

    "They will only switch to FPGA when the network of miners cannot handle the increased demands."

    given how much the difficulty has risen in the past few weeks... this is likely to happen sometime early 2014 and most likely before AMD even produces the next generation of GPUs..

    there are companies working on FPGA and ASIC solutions for litecoin that have been working on them for many months.. only one of those companies needs to do what KNC Miner did and deliver on time and then virtually over night GPUs could become unprofitable once again until the next ASIC resistant, non SCRYPT, GPU based Crypto currency gets traction.

    Sure I accept that Scrypt ASICS and FPGA's are much more difficult to develop than SHA256 chips.. however one needs to also consider that the stakes and R&D cash levels are much much higher now than they were when the first Bitcoin Asics were being developed...

    I agree that IF every FPGA developer and ASIC developer goes the way of BFL and screws up their development then GPUs could have a very long life indeed.. but that's a very very big IF.
    Dec 11, 2013. 09:27 AM | 1 Like Like |Link to Comment
  • AMD: So How Much Does The Interest In Litecoins Matter For AMD? [View article]
    I agree .5 Mhs or lower per card is a better average to do the math with the recent difficulty spike...

    Even though cards like the 7970 CAN be clocked to 740 KHZ most of them wont be because in order to squeeze that much power out of a card and ensure that you aren't getting rejected shares is quite difficult and requires serious overclocking expertise.. I should know because I have a 7970 running overclocked and I can only get 565 MHZ stable with low rejected shares... so there is quite a gap between Theoretical hashing power and real world mining power.

    one also needs to consider that older cards (5000 series and up) are still useful for mining so a lot of people who had turned off their mining rigs when it became too expensive for them to mine litecoin and or bitcoin have simply turned them on again... many people (like me) have been scrounging drawers garages etc looking for useful cards too... I'd say at a wild guess that this has got to make up atleast 10-20% of the recent increase in hashing power.

    just my 2c
    Dec 11, 2013. 09:09 AM | 1 Like Like |Link to Comment