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Re: Patentinvestor post# 3825

Monday, 09/08/2014 4:03:21 PM

Monday, September 08, 2014 4:03:21 PM

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1) Ronaldi comes from Turtle Bay and has other history in the sector, but NOT with IPNav. The DSS connection to IPNAv comes via Hardigan and Rosellini (who was the founder and CEO of Lexintgon, that merged with DSS). Rosellini is now Director and Chair of the Audit Committee at Marathon Patent Group (Nasdaq symbol: MARA).

2) The operating business of DSS is a two-edged sword. While it is clear there are advantages and synergies of having the legacy DSS business combined with the IP business, so far the company has been unable to extract value from it. And there are also disadvantages to having a dual approach. For starters, it's hard to focus on one side as both take away resources and capital from the other. Historically, the core business has not thrived. And I wouldn't be surprised to see a divestment at some point in the future.

Kid, Anything we get from the legacy business is a bonus. This stock is so much better than the other patent stocks like VRNG since DSS has a real business with 108 employees and manufacturing plants in several states.

Also, as you astutely pointed out that DSS management (Rinaldi and Hardigan) come from IP Nav and they are moving their focus away from the supreme court software patentability to hardware.

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