VirnetX Holding Corp (VHC)

[ciciagt]

by jstevenbaker posted on IV

Icing on your cake, sir?
What a great day for VirnetX! It has been nearly two years exactly since the Microsoft settlement/license, a victory that secured the funding and precedent for the full Monty.

My Long friends, this is the start of a what we have waited for and defended for some time. Yet with the sweetness of this pivotal day, is it possible that we got extra icing or sprinkles on the top? I believe so.

We basically have two suits; 1) Cisco/Apple/NEC/Aastra (now dismissed), and 2) Mitel, Siemens, and Avaya

Although Asstra is clearly the runt in litter #1, still...they are party to #1. This means to a limited extent Aastra counsel was plugged-in to all the information and legal strategy as the gorillas in the pack. Aastra counsel participated in the Markman and their counsel has likely engaged in the post-Markman de-brief with the other Defendant's counsel. It is safe to assume that what they heard is, "our clients have a few serious problems." If this were not the conclusion, Aastra would have continued to ride Cisco/Apple's coattails.

This scenario speaks volumes to me. It is official now. One Defendant has broken ranks, and that Defendant is equally informed as those who have not yet settled. This is like a cop/detective strategy; where you separate the suspects in different rooms and work them over one-by-one until the SMARTEST guy in the bunch takes the best plea deal and rats out the others. Therefore, building the Prosecution’s case.

There is no explaining how well positioned VirnetX is after this "one-time payment and ongoing royalties" settlement agreement. There will be volatility, no doubt. That will be your best opportunity to acquire any shares. Make no mistake, you are going to see some big boys coming in and wanting a piece of the action now that they see the thaw in the ice.

Consider this, this PR hit during regular trading hours, not after or before the bell, the middle of trading. We do not know when the next shoe is going to drop. The shoe might be Judge Shaw at the ITC putting his up Apple's back side. And there is no way in hell I will be caught out of position.

I don't know about you, but I feel like I got the sprinkles on my cone...
http://www.investorvillage.com/smbd.asp?mb=8852&mn=21048&pt=msg&mid=11695040