RE: The reality of today`s trades
posted on
Feb 08, 2006 07:57AM
Meta...nice post. Seems he wasn`t around weeks/months after the AMD or Intel deals. Tho PTSC seems to be acting like an entirely different animal lately. Dot`s post from Alliacense showing more clarity to the licensing game plan(which I had complained of the lack of before) has me leaning toward the real possibility that HPQ WILL be paying royalties. Anyone in the know, including HPQ,Sony/IBM would/could be our driving force at these levels, but even they would have a cut-off point where they take a breather and let the stock settle down. Just some added thoughts. joe P.S. Brian would love to hear from you.