Wednesday, January 27, 2016 1:45:26 PM
If scotus makes some changes that many think they will and patent holders are protected at a fair level once again then Activision just lost more leverage. They have already taken a big hit, if cuozzo goes against them that will be an even bigger hit. If scotus changes BRI and the IPR decision to institute being unreviewable I'd expect some legislation rather quickly to clean up the other loopholes in the AIA law.
I think Activision has a window to potentially limit their damage here. There are a ton of investors that sold out for good reason as this story looked like it was toast. I think to be out of this stock now given what could occur in a few months is a very bad decision, but that's just one guys opinion.
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