These are the facts, in my mind, that are important:
1. Hudson Bay- They are a big factor in the short term... Once
they are out (2 months) we're going to .40 or .50 (I'm basing
it just on history). As long as they are in, we are at .15 or
lower
2. We're going to court. Even though the Markman wasn't a sweep,
we won enough points to bring it to trial. This is me not
"dreaming" or thinking best case scenario, this is reality
3. ATVI will file some motion (I'm not a lawyer so I don't know
exactly what they can do) to further stall the case (could wind
up another 6 months.
*4. I'm staring this one because this is HUGE. ATVI already showed
their cards. ATVI's lawyer stated ATVI could lose billions if
this goes to court (something to this effect... don't have the
exact quote). Don't you think $100 is a small number? $500
is realistic.
5. Max Tribble will be lead counsel, and he has beaten Microsoft,
Dell, Oracle and IBM. I don't think ATVI is too big for him.
I'm pretty sure ATVI knows it. This is another reason
they're going to want to settle.
6. People are dumping today because tomorrow Hudson will bring it
down... I've got my pick-up truck ready for tomorrow.
In summary, we've won the war. Now the question is how long is it going to take for us to get to $2 possibly $3 dollars. I'm giving it until November as long as ATVI doesn't file motions to stall the proceedings). If they do file motions to stall the proceedings, we're looking at next March or April. Don't take out $$$ from your kids college fund, but definitely budget $$$ in your paycheck to buy more. You'll be kicking yourself in a couple months if you don't.
