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Re: None

Wednesday, 10/08/2014 1:01:39 PM

Wednesday, October 08, 2014 1:01:39 PM

Post# of 68424
I definitely don't like the GOOG outcome and I don't like the probablity of success with GOOG now. Because of this, I have thought my best move is to abandon VRNG, but yesterday, I came across some of my old research on ZTE, ASUS, etc.
I understand that you can argue ZTE will never settle, VRNG will lose in court against ZTE, or ZTE will never pay. All of those have a chance of happening.
So, my old research on the very low end of a ZTE settlement was 2.55 PPS and even a reasonable case for 5.10 PPS. Of course, there is the best case 9.50 PPS but I wouldn't give it more than single digit chance with the way ZTE has behaved in these "negotiations."
I understand the potential of 15, 25, 40 PPS are just a dream now (maybe a .5% dream), but the probably of 3, 5, 6 PPS in the next 12 months is good enough to keep me around (for now).