Followers | 18 |
Posts | 1366 |
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Alias Born | 12/04/2009 |
Saturday, December 01, 2012 12:29:13 PM
I would never bank on a base with this one. It's a moving target - diminished only as speculation becomes substance (happening, but not definitive). I have reasonable confidence in an EVENTUAL BIG VRNG win here... but we have some processes before us yet (likely a few we haven't conceived) that will probably give us all another, good buying opportunity in the $2's if we're patient... and then again, the uncertainty could pivot in the other direction with "other" catalyst moment-- ZTE announcement, etc.
Bottom line, after last week GOOG seems decidedly resolved and ready to go the distance... put it in the hands of the judge - for better or worse. We need to keep in mind, settlement or judge - the loss is statistically insignificant. Particularly after last week- I'm betting for them it's 100% principal... seeing trolling and not their on usurpation/infringement... they can't conceive of any kind of settlement. That will likely / eventually bode well for VRNG... but taking settlement expectations off the table, will mean duration of rough waters (albeit increasingly diminished)...
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