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Sunday, 02/26/2012 9:22:17 PM

Sunday, February 26, 2012 9:22:17 PM

Post# of 12829
Arguing back and forth is pointless, your arguing opinion with out any support, lets talk about facts. Please chime in with info ( for or against) supporting your position.

IMO we have Kodak's MOST valuable asset not on the books which all BK evaluations are based on... The 218 patent. This sale ( if successful) will pick the company up off its feet. For how long? until the money runs out. certainly long enough to have some speculative cash infusion to pop the PPS so some of us older investors can recover some of our loses. ( average down kids!!! your exit is coming soon!)

Experts are estimating 2-3B for the 218. Then we have around 500M settlement from RIMM (which is being pushed by RIMM) and an estimated 1B from Apple. This is NOT considering the new(er) suits which will add more revenue in the next few years. These cases will be settled before September 2012 ( before the Chapter 11 court deadline)

RIMM knows 218 will be used as massive leverage against all Apple competitors and want a judgement passed with KODAK not APPLE. They even go as far as to suggest this will benefit Kodak if they win in generating a higher sale price of 218. This motion to lift the Stay will be heard on March 8th. Kodak wants money... Apple wants RIMM's balls. Which would you chose? RIMM obviously knows this is going to get ugly, they want out.

The real battle that will take place is APPLE V.S. GOOGLE. Google is working its way into position as Apples main competitor much like IBM was years ago. Our mobile devices are an extension of ourselves. The natural desire for information at our fingertips is becoming closer to a reality every day. Digital imaging makes all this possible. With our it, these devices would cease to exist.

Take a look in recent legal news dealing with patent litigation. These cases are SUSPENDING sales in countries all over the world. This problem is very real, and very scary to these giants.

Why is 218 valuable?:

-It have been proven and tested by the ITC (many many times)

-It has generated over 3B in revenue

-It has not failed in litigation

-Its simplicity insures very little room for interpretation

-It can not be (engineered around)

-numerous giants have YET to license it (big licensing cash available for new owner, an estimated 6B in future revenue)

-Can be applied to all items with a camera (iPad/iTv/etc)

-MOST OF ALL, it can be used to control the competition. Whether it be high licensing fees which will increase product cost, leverage for dropping other lawsuits, or blocking importation all together. ( most likely the most attractive reason for purchase, these giants dont need more money, they need market dominance.


Take all my opinions with a grain of salt, after all they are only my opinions. Please post any rebuttals or comments, I DONT CARE if you agree with me or not, I just want to see productive discussion, for or against, rather then arguing a pointless "im right/s(he)'s wrong" issue.

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