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Re: flyboy69 post# 343264

Monday, 10/24/2011 3:48:45 PM

Monday, October 24, 2011 3:48:45 PM

Post# of 432923
Flyboy....and this is the shortest advance notice of earnings reporting in the 17 years I've held the stock. My guess is that a deal is close or has been reached for part of the Company. IMO, it will be the bandwidth and compression technologies. These technologies have little, if anything, to do with the patents that are at issue with the ITC.

While the outcome of the ITC appeal will not have a significant impact on the ultimate value of the associated IP, it probably is significant enough to a potential buyer to know what that outcome is. The bandwidth and compression technologies, and perhaps M2M, can be separated out and sold now. A carrier (VZ or ATT), chip maker (Intel) or operating system owner (MSFT) would be the most likely, IMO.
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