I don't necessarily believe that the technical merits of the patents aren't enough by themselves to generate a buyout or licensing deal. But I do think that the alleged infringing companies aren't going to license or buy, until proven to be 100% upheld by a court of law. The PTAB is not really a court of law. It's like being innocent until proven guilty. Even if they know they are guilty, they are going to make VPLM prove it before they pay up. This coincides with my previous post and theory about litigation/case protocol.
I'm with you on reading the patents and case filings. Too much to decipher. I think that since the PTAB has upheld the merits thus far, this is good for VPLM and investors (of course). And gives credence and foundation to the patents. I'm not a patent attorney or have any experience with patents, so that's as far as my knowledge and opinion can go.
So in summary, I think the patents have a solid foundation because of the IPR wins, but I don't think there will be a licensing deal because of the old saying "innocent until proven guilty." Which means this drags out for a few more years unless, say, an apple competitor decides to take on the risk and costs to continue the fight and buys us out. That's a BIG IF, and likely only on the table once the PTAB has made their ruling...and that ruling is in VPLM's favor. Based on all the recent historical data being posted about similar situations, the PTAB has rarely, if ever, allowed a rehearing. But, it's still a risk in this case, and I wonder what the market will do if the ruling is not in our favor. As an "on the fence" investor, I'm betting they will rule in our favor and I'll hold until a decision is made.
