posted on
Jun 15, 2010 11:03AM


Message: email
I think settlements have to come from DM via pacer filings. Could be an eVU event, but more importantly to me is their strategy going forward.
Lag times between settlement events is too long right now to hold investor interest. Voids in information, regardless now good it is, are taking their toll on the pps...not to mention to economy, 9.7 % unemployment, the fact that quarterly estimated taxes are due today etc etc.
Management is now at a point to better pinpoint their plan for investors, if they want to attract new investors. They need to demonstrate a growth scenario. I suppose having a $30-$50+ million fiscal 2011 would help.
Maybe an element will surface involving 3rd party involvement?
They need to better inform on this front to motivate new investment, and then deliver the next round of IP lawsuits so that they are generating settlements from round 3 by February 2011.
Round 2 came too late to impact fiscal 2010, which I just don't get. That is a matter of scheduling...they need to talk to DM and stress that they are a public company, and adjust accordingly.
All of this is easily accomplished and hopefully, now that they appear to be getting their rhythm down they will begin to ramp it up...hence a DYNAMIC fiscal 2011.
Perhaps the Markman will open the flood gates.
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