Re: MicroOS and patents....Sink / biomedman
in response to
by
posted on
Feb 01, 2007 04:30AM
I do believe you have struck the proverbial nail on the head. If EDIG actually sings a deal with a sugar daddy legal team(s), the best way to get a revenue stream is through negotiations with the mean ole copy cats. A trial or two would slow the timeline for revenue dramatically, IMO.
As a PTSC shareholder (thanks, Gil) I have watched the drama play out with some nice stock appreciation -- I'm up about 316%. However, the game they are in now is about watching paint dry until a new deal is announced or a Q report shows their progress.
IMO, EDIG would grow their revenues through IP licenses only after proving their patents to be enforceable. That's very different than just stating another company is a mean ole copy cat. That seems to have been the key to PTSC's success -- their very extensive engineering team had all the details and were able to make their case to 14 large companies. If EDIG can do the same, the results should be similar and EDIG will not be splitting the bounty with another company as with the TPL / PTSC deal. At this point, IP licenses are speculative. time and a good legal team could change that, but I'm sure Fred could find Marshall, TX on a map.
For my money, I'll stick with the eVU business until we know a legal team is in place and working on EDIG's behalf. That would be a good first step and it would eliminate the "expect soon" EDIG paradox we all know so well. I believe it will happen sooner than later, but "sooner" is still a tough one to nail down.
Let's hope the current Q is a good one for Willy and gang to sell their turn key systems to the healthcare industry. IMO, that's where EDIG lives today. Not IFE, not IP licenses. The former is too competitive with many prospective customers in or near BK. The latter will have to wait until the attorney's have their way with EDIG and come on board for the long haul.
John