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Message: I believe the point Dot may be trying to make is that...

I believe the point Dot may be trying to make is that...

posted on Feb 22, 2007 03:27PM
nothing is a sure thing.. Including future income via MMP. We are aproaching Markman, we have to get thru it successfully. Then there is the Pubpat reexam coupled with Supreme Courts decision on Obviousness. And a little trial starting in the fall. Now perhaps Mr Pohl knows alot we don't including how the Markman will play out, perhaps he knows the J2 will settle before then.. Perhaps the Pubpat reexam of '336 is seen as no big deal (there's still '148 & '584).. Perhaps he knows there will be no trial esp against the J2.. If he doesn't know these things then the announcement of a biannual divy is IMO in very poor judgement.. I also do not believe all these issues will be able to be addressed in the SH letter, short of a lot of concurrent Pacer filings.

At least it was only a 2 cent divy.. my guess as to shares & warrants currently held by S&L is ~60 mil, that's just $1.2 mil.. not the end of the world.. Justification for this divy revolves around the NEC $$ amount.. must be pretty good.. but to commit to biannual divys.. that is a horse of a diff color IMO.

Mr Pohl, I certainly hope you know what the future holds




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