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bilton

bilton
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  • Is Vringo Or Google Cheering The Federal Circuit's Fresenius Decision? [View article]
    "I don't think Microsoft lawyers/patent experts are clueless"

    No they are not , but they just want to PIPE fund $VRNG as another front in their long running war with Google. Why else would they base their "settlement" on a percentage of what Google might pay at some time in the future?
    Jul 3, 2013. 11:16 PM | 1 Like Like |Link to Comment
  • Is Vringo Or Google Cheering The Federal Circuit's Fresenius Decision? [View article]
    You can always tell when hope is turning into desperation: semi-coherent discussions by the stinkie pinkie investors turn into name calling and personal insults. Could it be that reality this is still a $3 stock and no sign of real income on the horizon is finally beginning to manifest into fear? Very similar to $SIRI last year.
    Jul 3, 2013. 11:10 PM | Likes Like |Link to Comment
  • Microsoft Baiting A Trap For Bulls? [View article]
    One of the things that has been missed by the gaming console gang is the Anki AI cars demo at last week's Apple WWDC keynote. To me, it showed another nail in the coffin of the old dated tethered game console. I recommend viewing the video if you have not seen it. Five physical devices in the form of bluetooth wireless toy cars acting independently with an iPhone as the brains. Combine this with new game controller APIs (which Google is bound to copy for Android) and the days of the big clunky gaming consoles are numbered.

    All gamers will need is a mobile device with wireless communication to a remote video screen or some physical playing field. It won't be long before first person shooters become physical games like paintball with mobile devices communicating with each other. This is the real next generation of gaming. No more hooking up different controllers as the mobile device can support them all. No more picking up a physical wireless controller only to find out the batteries are dead or it needs charging. Maybe this is why Microsoft's XBox One demo focused mostly on once again trying to be a media center rather than a gaming console. They can see the writing on the wall for another one of their 20th century businesses.
    Jun 18, 2013. 06:47 PM | Likes Like |Link to Comment
  • Apple: About To Show You The iMoney? [View article]
    "please try to take a break"

    I don't understand. She is just voicing her opinion just like everyone else here. Just because you don't like the tone or message does not mean it has no value. Most of the people here are smart enough to weigh all comments in an article's conversation. And today, most AAPL investors and product users don't get sucked back into the old 20th century fanboy wars or even know what that is all about. Those days are long gone.
    Jun 10, 2013. 07:57 PM | 2 Likes Like |Link to Comment
  • Why I Was Wrong To Predict A Windstream Dividend Cut [View article]
    "AND DONT SAY FREEDOM OF SPEEH."

    Freedom of Speech!

    This is a markets blogging site where people just like you can come and voice their opinions on a wide variety of topics. SA just like TheStreet or Motley Fool are not making these statements. They are just providing a discussion forum. They do not choose articles based on some hidden agenda. They pick them because people are interested in the topic. On top of that, even you can submit your own articles for publication or write instablogs or stocktalks.

    Just because you disagree with a viewpoint does not mean the SEC is going to swoop in and protect you from someone's opinion. Have you ever read broker disclosure documents on risk. These are required by the SEC and FINRA for anyone who wants to do self directed investing or trading. You should really read them so you know your responsibility in risking your hard earned money in market products.
    Jun 10, 2013. 07:34 PM | 2 Likes Like |Link to Comment
  • Why I Was Wrong To Predict A Windstream Dividend Cut [View article]
    "General Services Administration (Federal Gov't)."

    And it was just another of the local voice, Internet and data services area GSA contracts awarded to WIN. This one was for Region 4. This article from April 2013, details a Region 6 contract award and shows the other LSA areas they have contracts in:

    WIN) growing portfolio of LSAs, which also includes Region 1 (Northeast), Region 2 (New York and New Jersey), Region 3 (Mid-Atlantic) Region 4 (Southeast), Region 5 (Great Lakes Region), and Region 9 (California)."
    Jun 10, 2013. 06:57 PM | Likes Like |Link to Comment
  • Apple: About To Show You The iMoney? [View article]
    The problem with guessing Apple direction based on recent patent filings is they have a very long and deep portfolio. These e-money ones may be coming to light this year or in five years. Just depends on what the real roadmap holds. It could be Apple doesn't see e-money maturing for a few more years so why would they want to put effort behind a system which would not be supported by merchants or financial systems yet.
    Jun 9, 2013. 04:54 PM | Likes Like |Link to Comment
  • Apple: About To Show You The iMoney? [View article]
    "These forums have international commenters"

    Yeah, its always funny when the ENGLISH grammar police come out in the INTERNATIONAL internet world and try to point out people who just don't measure up to some standard. We all get what people are saying whether they have great control of one language or not. What these "police" do not do is CONTRIBUTE to the article's conversation in any meaningful way. Em r ducks.
    Jun 9, 2013. 04:50 PM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    "OK, I'll bite (without having read the patents):"

    More fuel for both DOJ Antitrust and EU Competition Committee getting involved in the whole case including the ongoing Google court activity. Microsoft is a big target. Why VRNG would want to get imn their crosshairs is a mystery.
    Jun 4, 2013. 07:46 PM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    "update on the 6 MSFT settlement patents"

    Just more proof of PIPE and Justice Department review to come.
    Jun 4, 2013. 07:43 PM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    "The deal with MSFT looks to me to be more of an alliance rather than a settlement."

    That's right and a big red flag was just hoisted at the US Justice Department's Antitrust division. They thought they could sneak under the radar by not releasing a press release. Recent history has shown that where Microsoft is concerned, DOJ is watching.
    Jun 4, 2013. 07:42 PM | 1 Like Like |Link to Comment
  • Short Interest Increased And Decreased In These Patent Stocks [View article]
    The problem with your short interest thesis is it assumes squeezes happen in a vacuum. Good squeeze candidates have shares held in strong institutional investor hands. Not true for these three turkeys which have institutional holders at:

    VRNG: 9%
    VHC: 33%
    PRKR:38%

    So, this means clueless retail investors control the float. As soon as the shares move up, there will be selling as these weak hands get out. It is hard to move a stock with a bunch of monkeys in control. You have to have seasoned traders who understand what moves a market and not amateurs who don't even have a clue that markets are two sided and think the shorts are out to get them.
    May 31, 2013. 09:44 PM | Likes Like |Link to Comment
  • Microsoft Settles With Vringo: Is Microsoft Using Vringo In A Proxy War Against Google? [View article]
    Just shows how stupid VRNG management is. All this is going to do is get the US Justice Department and EU Competition Commission involved. They will see this for what it is: Deliberate PIPE financing by a troublesome monopolist.
    May 31, 2013. 09:27 PM | Likes Like |Link to Comment
  • Intel Can Give Apple The Edge In Mobile [View article]
    techy, SAD. As time marches on my words becoming more and more fact. You are just stuck in the 20th century wishing that the "glory" of the WinTel PC era would continue with bloated applications running on boxes that require smoking hot hemi engines to run them. Sorry, in the 21st century people are realizing they do not need these any more. Apparently, the US DoD thinks BYOD is a good idea by running secure apps on an app computer owned by your employee. So, what chance do regular Fortune 500 company IT minions have to prevent it in their shops.

    Here's the next thing to watch for: Since the front-end can be secured, the back-end can be moved to external cloud systems like Amazon AWS. This will leave companies to concentrate on their real business rather than an internal business process infrastructure that is slow to react to changes in technology in a fast changing tech landscape.
    May 31, 2013. 07:56 PM | Likes Like |Link to Comment
  • Why Nokia's Biggest Problem Is Microsoft [View article]
    "Without $1B/year in platform support payments to keep them propped up. And WITH the need to staff extra developers to take Android and personalize (and then support) it for Nokia. And WITH the need to use more powerful (costly) hardware to deliver a good experience and not raise customers' ire."

    Not quite. According to answers to questions asked by the US SEC:

    http://1.usa.gov/15pOCic

    "We pay Microsoft a software royalty fee, including annual minimum software royalty commitments, to license the Windows Phone smartphone platform, while Microsoft pays us the platform support payments in recognition of the contributions, such as development and distribution of products and services running on the Windows Phone smartphone platform, which we are providing. We view the platform support payments as a reduction of the Windows Phone -related royalties in our Smart Devices cost of goods sold."

    So, this $1B is to cover the licensing of Windows Phone with a minimum unit sales clause. In the words of Nokia:

    "As stated in our 2011 20-F at page 90, the total amount of the platform support payments is expected to slightly exceed the total amount of the minimum software royalty commitments."

    So, it is a slight net profit in the deal. They could have gotten Android for free without the payment from Microsoft. They would have an army of open source support available as well as that of Google. Few people know that the underlying base of Apple's OS is based on open source development as well.
    May 31, 2013. 07:10 PM | Likes Like |Link to Comment
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