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Re: Paullee post# 16947

Friday, 09/22/2017 11:38:25 AM

Friday, September 22, 2017 11:38:25 AM

Post# of 18730
LMAO! I made a direct response to the topic you brought up with the first line of your post:

"IBC, remember you are the one who made it personal."

You don't win many arguments, do you?

As far as the OTHER topic, you appear to have lost all ability to be objective regarding this stock. The judges made it pretty clear they did not believe that 100% of the processes infringed the Finjan patent and some sort of apportionment should have been used instead of taking 100% of the revenue and applying a comparable license value to it. The only question is whether or not the justices feel comfortable in what amount the award should be reduced or if it needs to be remanded back to district court. A reduction probably "only" knocks this back to $1.80, but a remand could easily drag it back to $1.40.

It was an easy short above $3, but not so much now. Still possible to see a license deal or settlement somewhere. I am watching now to be a buyer if it gets oversold after the next negative news.

We haven't even gotten into the acknowledgment that the award constituted a "lifetime license of the entire Finjan patent portfolio". Once this case is concluded, does that mean that Blue Coat 2 will be immediately dismissed as they already paid for the lifetime use of the Finjan portfolio?

So much for your regular, but lumpy licensing revenue. Patents are beginning to expire and they already got paid from the willing and easy litigants. I read all of the court filings and they are having a lot of trouble against the current litigants and their superior legal teams that are much more competent than the B-listers they sued so far. Doubtful they ever collect anything from Cisco and it is going to cost them a lot of money on the other cases with the outcome far from a certainty.

Even if they win a big chunk from Blue Coat 1 it will just go to pay their attorneys and pay off the preferred shares.