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Wednesday, September 09, 2009 8:25:50 PM
I am waiting and watching what Iain brings forward and I will simultaneously be looking for a building of momentum. NOTE: I no longer anticipate substantial deals being announced. If Neom is in fact concerned about driving the pps (because it would negatively impact costs) then they would not want to compel investors with announcements of licensing deals with the likes of companies such as MSFT, IBM, or other stalwarts...until they are capable of buying back their debt. I truly hope I am wrong about this but in my book it stands to reason.
Also, please do not misconstrue my comment about remaining confident. I feel strongly (this is just an opinion) that Neom will be successful long term. The only question I concern myself with is what my investment will look like when YA is finished.
YA IMSO will continue funding Neom as stated in item#2 (in my view they are not funding month to month because they are considering walking away). After winning the PTO dispute I simply do not envision YA walking away from this...even if by chance Neom loses in Europe.
Of course if Neom wins in Europe, the result should be greater than what we experienced in February. Imagine not only the enhanced strength of the patents, but also the enhanced support it will provide Neom in pursuing the SB case.
I am now watching and waiting for results. Iain, Chip, let's get this plane in the air...
Stewardess?..oh, stewardess?!
Best,
BC
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