VirnetX Holding Corp (VHC)

[solarity]

Great post from Yahoo board:

http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_V/threadview?m=tm&bn=44556&tid=8766&mid=8766&tof=27&frt=2


The recognition and understanding of VirnetX's expansive (security) patent portfolio is slowly coming to fruition. We are only now beginning; the best is yet yet ahead. Time has been VHC's friend, which in the fast-paced technology world is a rarity.

VirnetX is uniquely different in that the entire 4G mobile, Internet, cloud computing, and digital communication world has been moving directly towards and into VirnetX's suite of security (VPN & secure domain name-related) patents. What has yet to be gleaned by almost all is that not only are VirnetX's security patents needed; their use will be required. Already certain technology titans are recognizing such.

Why did MSFT surrender ($200 million) and why has Apple, Cisco and NEC now been sued? It's VPN, stupid. VirnetX owns the key patents related to one of the most ubiquitous and important security technologies, Virtual Private Networks. Truly, it's akin to owning the patent on the wheel.

What investors should not do is dismiss the legitimate potential valuations (which I believe will prove low) for this company and its different segments for monetizing its IP portfolio. Below are the "known" opportunities......I suspect already there are dozens more:

The different valuable parts to VirnetX include:

1. Litigation/patent-infringement lawsuits, including multiple other known infringers like CSCO, Apple, NEC etc. (So far, VirnetX has collected $200 million in cash). The Apple, Cisco and NEC litigation involves a comprehensive list of infringing products (including the iPhone, iPad, & iTouch) that amount to annual sales of over $160 BILLION. In contrast, the MSFT case involved under $40 BILLION of Microsoft infringing product sales for multiple years. This new case is far, far larger.

2. Licensing Arm - licensing its IP, including licensing pertaining to embedding its patented technologies into network infrastructures, operating systems, or silicon chips in any number of 4G/LTE devices. This includes licensing for VHC's essential patents for complying with the Series 33 security reqiurements for 4G/LTE mobile devices.

3. GABRIEL Connection Technology - software, multiple uses and applications as it relates to GABRIEL's functionalities and features. (Status: GABRIEL Beta testing was launched on 12/08/2009).

4. Secure Domain Name Registry/ DNSSEC - (including two new patents - 504 and 151 patent)VHC has the solution for DNSSEC, and VirnetX is boldly claiming ownership of Secure Domain Names/Registry. To date, no one has disputed VHC's exclusive claim.

5. Secure Mobile Payments -(Visa, Mastercard, American Express, etc.) - Pay close attention to this evolving space, which must have the VPN and 4G security specifications and technologies created through utilization of VHC's patents. The "Secure" Mobile Wallet. In my opinion, it is inevitable that VHC will participate in this space.