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Cramer says good for a dollar gain from here.
But then, Cramer sez a lotta things.
Heh, heh... check out AUTO...
I mentioned this one some weeks ago. Who says the boosher model is dead?
But did I, in my infinite genius, buy any AUTO at a buck a share?... Noooo, of course not. Got EZM instead.
* gnashing of teeth *
Yeah, screwy -- but pretty mild compared to some other whackos out there. Remember those two German guys who agreed that one should eat the other?
On the bright side, at least the kid seems to know what he did was wrong, and wants help.
OT: killer animated gif!
oddly mesmerizing. all it needs is some choice music.
Maybe the term "royalty rate" is a way of measuring one-time fees in terms of internally-accounted royalties, or virtual royalties?
So how many "big name" infringers are left?
For that matter, how many big-name system manufacturers were there in the first place? How many of the ~300 companies qualify as big-name (and thus big bucks)?
Anyone wanna throw together a list?
What about the option of renting the box instead of buying it outright?
From the Agora board, via RB:
1. There has been a carefully crafted, meticulously researched and ingeniously executed plan in place from the get-go. It is working beautifully and in only six months time, has resulted in six major settlements with big-name companies.
2. Once notified of their infringement, the meter is running and the cost of settlement for the infringers goes up every month. Hence, Dan Leckrone's emphatic statement (take note, Emit) at the ASHM: ''That's what it's all about!!'' PRESSURE.
3. As separate confirmation of this tactic, the Seiko Epson PR mentions focusing on ''leaders capable of making QUICK strategic business decisions'' (i.e. those that are interested in saving themselves some cash). PRESSURE.
4. In the same vein, there is now NO emphasis on the 'discount' available to early licensees. The discount may just be: ''If you sign today, you pay a lot less than if you sign 6 months from now'' because the meter IS running. ''That's what it's all about!!''. PRESSURE.
5. If companies refuse this 'carrot', there is the 'big stick' of court action, possible injunctions, and possible huge jury awards against them. PRESSURE.
6. Competitors are signing deals NOW, saving themselves millions of dollars, avoiding costly court actions and getting the jump on non-signers. PRESSURE.
7. The number of infringing companies is growing month-by-month. At the shareholder's meeting, one of the participant's answer to a question (I can't remember who, can you help me out, Virt?) left me with the idea that the number of 'violators' had risen to the 250-350 range, or even 400. 'Hundreds' is one word that comes to mind. And Mac Leckrone indicated that with each settlement, the new licensee now becomes a 'stool pigeon' and provides information on companies that they work with, or know about (for example, their suppliers) that are also infringing. It is becoming an ever-widening net, capturing more and more 'fish'. PRESSURE.
8. Related to #6 above, the ''$250 billion dollar per year'' value of infringing products that is commonly cited on this board is most likely a great understatement, since it is an old figure from PTSC research a couple of years back. I don't think PTSC knew at the time the true full value of the patents it held.
9. The secrecy surrounding this whole campaign is mission critical in working with these companies and getting them to license without going to court. The entire process is being handled in a professional, discreet, respectful manner with great integrity, so that the 'big boys' will work with us and not fight it. As much as we don't like being in the dark, it is indispensible to our success as investors in this stock.
I am definitely excited about the next twelve months and the coming 'developments'. Come October 2007 I think we will all be very happy with the course of events.
THE PRESSURE IS ON!
How does Pohl define a "first mover"?
Is it a license signed within a defined calendar-window of opportunity?
Is it any of the first X number of licensees?
Are potential licensees or balky infringers kept on notice on how not to be left out of the "first-mover class"?
How big is the discount for a first mover?
"If you respond to their post they get paid."
Really? hmmmm....
OK, if no one responds, they don't get paid... but what if ALL of us, everyone, responded massively and frequently...
hmmm...
Just as a mental exercise, and to polish the crystal ball...
what's the worst that can happen to BIPH, barring any flukes and the bizzare?
Here's to hoping it's Siemens... over 100 billion in annual revenue... don't know how much of that is chip-integrated systems, gotta be a lot
This is just a guess... and you need not respond (I wouldn't if i were you!).... but is it Philips, or L.G. Philips?
Just a shot in the (somewhat) dark.
Terry, i used to drive past that memorial all the time when I was a tech for Elizabethtown Gas, out of their Iselin office, and tested corrosion potentials on gas services within sight of it. Sad to hear it's not being maintained.
Lot of things not being maintained these days, both material and intangible. The intangibles affect the material...
Just noticed this for EZM, as per Yahoo:
return on assets: 24.5%
return on equity: 41%
profit margin: 26%
operating margin: 56%
I think last I looked, top two figures were in the single digits.
For r.o.e., anything above 15 to 17 percent is good... 41% is excellent.
Damn good numbers for any 2-buck-and-change stock.
From the RB board:
During the Crowley interview today, MW was talking about the recent share price saying:
"Clearly the market doesn't quite get it yet but as the licenses roll in from additional customers, there's now enough activity that that's assured, I think we'll have quite a resulting adjustment in the share price to match this intellectual property investment."
Since TPL and Patriot appear to be pursuing one-time license fees only, I don't see a way to extrapolate pps from annual production figures of the potential licensees, even if we take as a given a licence nailed down for every manufacturer.
Held off buying a few days ago, and glad that I did -- volume seemed contrary to decline reversal via holding on to or advancing gains.
As per IBD's DailyGraphs, EZM is right on the 50dma. I might dig into it if it hovers there or wait if signs point to dipping below. Moderate accumulation going on, though not as much as I would like to see.
Humor me.
"general terrible US ECONOMY"
Pardon my french, but wtf are you talking about?
How is this a "good" company? What has happened to warrant that appraisal? (Not trying to be a sourpuss, just curious. What happened to the RedLake results?)
Thought maybe you might have been talking about EQBM. But I dont see anything happening with them.
Weak volume on last two up days made me hold off on adding EZM. Still eyeing it.
Right now, looking real close at AUTO.ob (transportion services).
Have been in HDY awhile. HDY might be extremely good to me, once the governing yahoos in Conakry make up their minds about whether it's a good idea to drill for a few billion barrels of oil. (Gee, ya think?) Give it a look-see.
Vancouver exch???.... yikes!
Um, scratch that, that's not it. Has a board here.
Hmmm.... i think i just found it. Intriguing. They're just starting to get things rolling? Could be quite equitable to my other holdings. Very cheap indeed, like PTSC when I first tried to get in at .07... got in at .21 instead.
Doug -- well ok, good luck. Is it an OTC?
Too late to get into this one? Wonder what it will open at tomorrow -- 2.60 or thereabouts?
got ptsc, heh heh... in a .21
shoulda sold when it got above 2, but did I?... Noooooo!
Back to AUTO -- could be i'm just bottom-timing, and missing critical clues.
AUTO.OB
I love the chart -- but should I? Am I barking up the right tree? Looks more right than wrong.
Fundamentals pretty good for an OTC, at any rate.
OT: not in So.Cal.?... heh heh...
Ya might wanna check that map in the link MrC provided.
I do believe I see an infected county or two...
(Nice tarantula, btw. We have some fairly good-sized wolf-spiders, but they're pickups compared to that 18-wheeler.)
And... dang! As per the August '05 plot, fire ants gettin close to the Delmarva peninsula... just one storm-ride away from Cape May...
Criminy. Trenton better get in on funding Phorid-fly research...
Cougar -- right, NJ, not NY. But been to the NY Middletown a few times too. Our BSA summer camp was in Forestburg (Monmouth Council). The oldest members who could drive would sneak out at night to check things out in Middletown.
Though the NJ town is probably a lot older (founded 1664), the NY counterpart always seemed to me more like a real "town". Mostly suburbs and little strip malls in my old hometown, no real town center to speak of.
AT&T ??!!!... LOL!
I work for AT&T in Mobile, AL! (But grew up in Middletown NJ, Cherry Tree Farm Rd. MTHSN class of '78.)
Actually, I work for Southern Diversified Technologies, contract OSWF for AT&T. But I was an AT&T term construction tech from 8/2000 to 3/2003, NEXGEN project (Plant Protection out of Conyers GA). Angling for re-hire now, and getting into T1 and T3 provisioning.
That NEXGEN gig was the best job I ever had. They kept telling us about 70 of us would be hired permanent, but by mid '02 it was pretty obvious AT&T was running out of money, and even regulars were getting laid off.
I miss the snow. Too hot and humid here, and too many damn fire ants...
IT area?.... how far is that from Middletown?
Don't know just how "minor" a PR this was. The Hoffman Agency has some very heavy hitters for clients, Amazon.com for one.
Signing on to this kind of top-flight agency can be a very positive message.
Not to stick my nose in an argument, but y'all are gonna love this...
400 billion barrels under N.Dakota?
http://forum.skyscraperpage.com/showthread.php?t=103825
And maybe another 200 billion barrels here:
http://www.fe.doe.gov/programs/oilgas/microhole/index.html
Heh heh... Got oil?
Reading the article a with a little less sloppiness, the $50 trillion is not what would be doled out for a treatment.
It is the value to the economy of the extended lives and productivity of everyone who is successfully treated by such a cure or preventative.
The actual market value or cost of the cure is not relevant. The 50 trillion figure still stands even if the cure turns out to be gargling with an ounce of root beer twice a day.
Sorry about all that. Missed my morning coffee, and trying to get the place cleaned up.
LOL, yeah that is a huge chunk of the GDP.
Actually, 50 trillion is about a decade's worth of GDP.
Figure might be an absolute extrapolation from what is spent now on existing treatments and support services for cancer, based on the aggregate of lifespans of everyone in the population.
Still, imagine if RECAF, if proven to be the "magic bullet", becomes valued at just 1/100th of a percent of that 50 trillion?....
... that's 5 billion dollars...
Aye, caramba!
I saw this, and posted on the RB board. Thought y'all here would find it interesting.
Cure For Cancer Worth $50 Trillion, Study Says
A new study, to be published in a forthcoming issue of the Journal of Political Economy, calculates the prospective gains that could be obtained from further progress against major diseases.
Kevin M. Murphy and Robert H. Topel, two University of Chicago researchers, estimate that even modest advancements against major diseases would have a significant impact -- a 1 percent reduction in mortality from cancer has a value to Americans of nearly $500 billion. A cure for cancer would be worth about $50 trillion.
"We distinguish two types of health improvements -- those that extend life and those that raise the quality of life," explain the authors. "As the population grows, as incomes grow, and as the baby-boom generation approaches the primary ages of disease-related death, the social value of improvements in health will continue to rise."
Many critiques of rising medical expenditures focus on life-extending procedures for persons near death. By breaking down net gains by age and gender, Murphy and Topel show that the value of increased longevity far exceeds rising medical expenditures overall. Gains in life expectancy over the last century were worth about $1.2 million per person to the current population, with the largest gains at birth and young age.
"An analysis of the value of health improvements is a first step toward evaluating the social returns to medical research and health-augmenting innovations," write the authors. "Improvements in life expectancy raise willingness to pay for further health improvements by increasing the value of remaining life."
Murphy and Topel also chart individual values resulting from the permanent reduction in mortality in several major diseases -- including heart disease, cancer, and diabetes. Overall, reductions in mortality from 1970 to 2000 had an economic value to the U.S. population of $3.2 trillion per year.
JPE has been presenting significant research and scholarship in economic theory and practice since its inception in 1892. Publishing analytical, interpretive, and empirical studies, the Journal presents work in traditional areas--monetary theory, fiscal policy, labor economics, development, micro- and macroeconomic theory, international trade and finance, industrial organization, and social economics. For more information, please visit: www.journals.uchicago.edu/JPE.
PTSC shareholder's map!
http://www.frappr.com/patriotscientificshareholders