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Message: My thoughts on Casio

My thoughts on Casio

posted on Feb 22, 2006 03:44AM
We do not know the specific details yet as to the license agreement with Casio, but in my opinion, this could be the most influential agreement (settlement) to date.

It is apparent that something is going on with Sony and this Casio signing might push that over the top. Additionally, the other J4 companies will look at this and perhaps re-evalutate their position. I say perhaps because nothing is certain. However, having another Japanese company (Casio) agree to a license is a huge step forward.

If Sony is next then this .60 cents a share might be a bargain. Caution as always, but without risk there is no reward.

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