Seeking Alpha


Send Message
View as an RSS Feed
View Yorick's Comments BY TICKER:
Latest  |  Highest rated
  • The Opinion That Brought Down Vringo [View article]
    No real income to speak of an a decent cash burn. Don't think Scotus will hear it and that will be done. Google income was going fund the ongoing battles and next wave of Nokia fights...not sure if managment is really going to be able to keep the lawyers at the firm and don't see ZTE settling anytime soon so probably another 2 years without real revenue. Nokia patents get sold and the rest of this breaks up at this point I think.
    Aug 18, 2014. 09:43 AM | 1 Like Like |Link to Comment
  • Vringo Rated As Rotten: The Company Shows Why You Don't Speculate On "Patent Trolls" [View article]
    VRNG did everything right. Management beat Google at every turn and lost with an interpretation of Alice that didn't even exists when the the case was filed or won. Google did the only thing that they could, delay and hope for a Hail Mary which happens once in a while. What this has done is devalued every IP patent, illegitimized the USPTO and has raised the real issue that the court process for very technical IP type work needs to go through a different process, probably without juries.
    Aug 18, 2014. 07:27 AM | 3 Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    Just another nail in the American judicial process. After 3 years of endless delays, millions of dollars after an ignorant jury and judge are asked to rule on something they had neither the background or sklls to judge, this happens. This wasn't as big a loss for VRNG as it was for the patent process, the USPTO and our judicial system being able to sit on IP cases. This was an arrow through the heart of the defendability of R&D invention. The road is clear now. Ignore patents if it offers you an advantage, fight it for 3-5 years and wait for an opportunity.
    Aug 17, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Good idea, time for the gov to look into this as they have MSFT and XOM in the past...
    Aug 14, 2014. 01:54 PM | Likes Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    Must be because average income of healthcare taxpayers in the US is 84x the average Indian income...
    Aug 8, 2014. 01:42 PM | Likes Like |Link to Comment
  • Live Cattle - Looking For A 5% Drop [View article]
    With Putin sanctioning any food from the West, and bumper corn, soy and wheat crops, my guess is we are going to see all time lows in these crop prices...thankfully as you note, the Fed will disregard and ignore that we are heading into Japan style deflation.
    Aug 6, 2014. 03:08 PM | Likes Like |Link to Comment
  • Alpha Natural Resources beats by $0.19, beats on revenue [View news story]
    Let's be clear...less important is the beat:beat headline...this company had sales down 22% YOY and is losing $0.56 a share...unsustainable regardless of the headline.
    Aug 6, 2014. 08:20 AM | Likes Like |Link to Comment
  • Will Silver Remain Forever $21? [View article]
    As long as people can eat their ipads, silver will remain rangebound.
    Aug 5, 2014. 09:24 AM | 4 Likes Like |Link to Comment
  • USPTO to review VirnetX patent at Microsoft's request [View news story]
    Endless reviews. Shouldn't actually being awarded the patent be enough? Why the endless doublechecking...seems like no one thinks the USPTO does enough up front.
    Aug 4, 2014. 02:45 PM | Likes Like |Link to Comment
  • Twitter Continues To Excessively Reward Its Employees [View article]
    Twitter is a brand like Tesla, CRM and Amazon, short at your own risk as there is always support for short squeezes..
    Aug 4, 2014. 12:21 PM | 1 Like Like |Link to Comment
  • Royale Increases Production by 53% and Nearly Doubles Oil and Natural Gas Revenues [View article]
    Fantastic information but PRs should also indicate the progress on Alaska North Slope, at every possibility. Financing in place, deals being made and profitable on current Q and huge growth both in CA and in Alaska future.
    Aug 1, 2014. 11:24 AM | Likes Like |Link to Comment
  • Jobless Claims +23K to 302K [View news story]
    what a JOLT...
    Jul 31, 2014. 11:12 AM | Likes Like |Link to Comment
  • Arch Coal +3.5% on smaller than expected loss, cost controls improve [View news story]
    So, let me get this right; ACI loses 46 cents a share as Q2 sales fell 7% but operating costs fell 3% so this is clearly unsustainable. They also lowered volume targets and are closing mines...yeah, but they beat some kid's guesstimate so the stock is up. Nice.
    Jul 29, 2014. 01:43 PM | Likes Like |Link to Comment
  • VirnetX: A CAFC View Through A Clear Lens [View article]
    Wow, nice article triangulate the issue well and I do like the point about the 8 cases where this is the last one and one month past Rader's retirement and no third judge has been assigned. That having been said, when might a third be added regardless of this case? ST issue could be the interpretation of the judge addition as being a deadlock on this case (unless we could see he/she wasn't assigned to this which I guess would be the case as he/she would have no history on the case).
    Jul 22, 2014. 09:12 AM | 6 Likes Like |Link to Comment
  • Chart O' The Day: Global Food Prices Are Deflating [View article]
    Truly everyone has their own personal inflation rate. Personally, my costs are stilted towards, energy, food (in and out) and college. Taxes, insurance, pharma, leisure are all going up but perhaps the health deductibles is the one hit most people are taking which has soaked up more disposable income in the last 2 years than expected which makes everything else "feel" more expensive as well.
    Jul 22, 2014. 08:36 AM | 1 Like Like |Link to Comment