Philipp Ghazal's discussion with Mr Skippen.....
posted on
Jan 21, 2013 09:28AM
Intellectual Licenses for Electronics & Communications
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In the last 14 months I had the chance to call Mr Skippen and discuss with him
the current business activities. By the way I suggest to anyone on the border here if they are frustrated or anxious about their investment to contact him directly through the company line and use the directory index. Mr Skippen is a very business oriented person, doesn't take any critic with anger contrary he tries to analyze the problem and give you an answer. Here is a summary of Mr Skippen view to the business as of last Friday: 1. WI-LAN has a strategy for growth 2.LG case was a set back but not MOSAID 3.Accacia was on his radar back in 2008 when the price was low. 4.Accacia sp was in the $40's and lost half the price. 5I mentioned the law suits in April and October then he mentioned the Alcatel-Lucent case 6. He find it amazing that RIM and Nokia started to recover after all the negative press. He believe the media and analyst exaggerate the situation. 7.I asked him why WI-LAN is not visible to the investment community, he disagreed totally. He said he did many presentation and WI-LAN is covered by over 10 analysts with all bur rating. 8. There is a decouple between the sp and the company performance 9. He is focus on the company business not the sp. 10. About the rumour of a buyout last year, he alluded that private companies are always seeking to buy companies like WI-LAN 11. He is open to sell the company at the right time, right price. 12. He said the sp is very cheap 13. He said that in his career all the law suits were settled before the trial. Mr Skippen was very professional didn't mention any number any news nothing that is not share wity the investment community. Mr Skippen understand the frustration with the investors but the patent business is a news driven. I am posting this summary knowing that there is nothing confidential and I respect Mr Skippen for not rejecting my call. Philipp Ghazal
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