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  • Post CAFC Value Of Virnetx  [View article]
    Richard, from the doc-
    We conclude that the district court’s jury instruction
    regarding the entire market value rule was legally erroneous. Moreover, that error cannot be considered harmless, as
    VirnetX’s expert relied on the entire value of the
    iOS devices as the “smallest salable units,” without at-
    tempting to apportion the value attributable to the VPN
    On Demand and FaceTime features. Thus, it is clear that
    the jury’s verdict was tainted by the erroneous jury in-

    If VHC tries to come back with the same methodology they used before, they're going to get nowhere.
    Sep 22, 2014. 11:16 AM | 2 Likes Like |Link to Comment
  • Post CAFC Value Of Virnetx  [View article]

    I think you're overlooking the fact that the CAFC made it clear that VHC using the total cost of products as a royalty base was not permissible. So now, the big question is "1 to 2% of what?" Somehow, VHC has to come up with a method of determining what % of the apps/functionality is utilizing their IP and start from there. There may be a possibility that the damages award could be increased since there is more data available now as to workaround cost (albeit offering inferior quality of service), and willful infringement, but the RR income is the big question, and I can't imagine that it is going to provide the income you are showing in your article.
    Sep 22, 2014. 09:17 AM | 2 Likes Like |Link to Comment
  • The VirnetX Tinderbox  [View article]
    Well, this is a well thought out and factual response. Thanks for sharing. With 549 comments to date, you've obviously been a busy little bee. I would look at some of your other responses, but something tells me they would be similar in expertise and content.
    Jul 9, 2014. 04:36 PM | 5 Likes Like |Link to Comment
  • VirnetX Scores A Big Hit In The RPX IPR Petitions  [View instapost]
    And I must say, a big time 'famous' lawyer like DR whining about Jeff being an anonymous voice tells me his argument is wearing pretty thin and the only recourse is to throw a diversion. And then crying about name calling? Are we back on the playground? Too bad he can't stick to the topic at hand, being such a famous lawyer and all. I think if he got another couple cheerleaders like Dmani, we would respect his 'opinion' more.
    Mar 27, 2014. 05:47 PM | 2 Likes Like |Link to Comment
  • VirnetX Is Tightening The Noose Around Apple  [View article]
    Dave, I must admit I viewed this as little news, as most investors expected this decision to go against AAPL. But obviously, the market viewed it quite differently. VHC needed a piece of positive press, with all the IPR action that has mushroomed recently, and they have received it. Time will tell whether the 'fate' to which you refer is positive or negative. And please, your last sentence is nonsense.
    Feb 14, 2014. 10:23 AM | Likes Like |Link to Comment
  • Netflix: What Gives Investors a Reason to Believe?  [View article]
    Thanks. Perplexed was already used, and I was more so than the other guy anyway.

    The bigger questions are: To what extent does this new offering affect total shipping costs? How many customers are going to select this option? Asking if they do not need this money for future content is assuming this is going to be a substantial impact. That's the grasping part, making all this a chink in their armor with so many unknowns.
    Jul 11, 2011. 08:26 PM | Likes Like |Link to Comment
  • Netflix: What Gives Investors a Reason to Believe?  [View article]
    Hey Rocco,

    Or, could it be that NFLX has discovered that not everybody wants to spend the $$ for a box to stream to their TV and they were losing customers as it was obvious (for a while) they wanted to eliminate the DVD? And aren't you making mountains out of mole hills here? How is this new offering doing an "about face"? Three months ago, Hastings said "at this point." That's an intelligent perspective in business. Does this mean they are not focusing on streaming? Please! You're grasping here. This is one too many NFLX articles with the same story line in too short a time, I believe.

    I think they probably are overpriced now, but there are a lot of other high fliers (GMCR for one), and there always will be. But to continually bash NFLX looks to be a tad desperate: sooner or later the sky will fall, and Chicken Little will be the hero.

    If not sounding so, all above is submitted respectfully.
    Jul 11, 2011. 07:56 PM | Likes Like |Link to Comment
  • June ISM Manufacturing Index: 55.3 vs. 51.8 consensus and 53.5 prior. Prices index 68 vs. 76.5 prior. Employment 59.9 vs. 58.2. Inventories 54.1 vs. 48.7. New orders 51.6 vs. 51.   [View news story]
    Thanks so much you guys for your valuable input. You make this site what it is: a place to be hateful to those who don't think like you. Great work.
    Jul 1, 2011. 10:31 AM | 3 Likes Like |Link to Comment
  • VirnetX Opens Door to Licensing Its Multi-Billion Dollar 4G Patents  [View article]
    I see that plans were being made for future devices 2 years ago. I don't see this as a current alternative. What else do you have?
    Apr 6, 2011. 10:35 PM | Likes Like |Link to Comment
  • David Sokol on CNBC: Being head of Berkshire isn't a job he would have wanted. He says he took the Lubrizol takeover idea to Buffett and disclosed his holdings, but didn't think Buffett had any interest in a deal. (resignation background)   [View news story]
    Yeah, he didn't think Buffet would be interested in the deal, because, after all, the company really wasn't all that hot. I mean, just because Sokol had a boatload of shares, he didn't really think Lubrizol was a very good investment. I expect to see Sokol in the news soon, raising the Boyscout salute, quoting Nixon in his inimitable "I am not a crook!"
    Mar 31, 2011. 08:45 AM | Likes Like |Link to Comment
  • Don’t make too much of this morning's report showing a hike in inflation, David Leonhardt advises, shrugging off the notion of an impending wage-price spiral. This chart, showing core inflation still running less than 1% annually, shows why.   [View news story]
    Ah yes, more charts. I guess there are a lot of definitions for inflation. Maybe it's just that the dollar won't buy the food and gas it used to, and soon clothes, and we need to find another name for it. Maybe we could call it "Noncore but essential items" inflation. There... NOW I feel better about the chart.
    Feb 17, 2011. 02:54 PM | 7 Likes Like |Link to Comment
  • Draw your own conclusions, but the day after the head of China's SWF asked Tim Geithner to lean on the Fed to approve a $1.2B investment in Morgan Stanley (MS), the deal got announced. Wikileaks cables show the extent to which China, in its role as U.S. creditor, throws its weight around.   [View news story]
    It doesn't take a lot of imagination there. That Geithner is a pretty shady character. Too bad Obama thinks he's such a model citizen.
    Feb 17, 2011. 12:41 PM | 2 Likes Like |Link to Comment
  • The new "normal" unemployment rate - pegged by most before the financial crisis at 5% - may have had its center kicked up to 6.7%, according to a new SF Fed paper. Longer-term joblessness, extended benefits and structural mismatches might be impeding any decline to the 5% mark.   [View news story]
    Yeah, that's it! Raise the normal (baseline) and all of a sudden, we're only 2.3% from where we should be, instead of the 'old' 4+%. See? Things are better already.
    Feb 15, 2011. 11:02 AM | 4 Likes Like |Link to Comment
  • Atlanta Fed President Dennis Lockhart: Look beyond pricing of commodities, especially gasoline; inflation is "tame" and should rise slowly until 2% by 2013. About 25% of consumer's market basket showed declines in December. Fed and public aren't on "different planets"; policymakers need to stay focused on broad inflation and not on "individual movements" of bees in the pricing swarm.   [View news story]
    I don't know if I think he's an idiot for saying that, or because he believes we accept it as a sensible concept. Who lives without gas or food?
    Feb 8, 2011. 02:18 PM | Likes Like |Link to Comment