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Re: A deleted message

Friday, 07/12/2013 12:34:35 PM

Friday, July 12, 2013 12:34:35 PM

Post# of 8449
PI
I don't think it will be a bump and if I was a betting man I would bet the new DSS has a PR or two around that just to assert that those numbers are irrelevant. I also believe that between now and Markman, DSS will be viewed as a pure IP play. 3Q numbers and forward will be driven by revenue, acquisitions and ultimately litigation decisions. Now since this was my first actual IP play I surely may be wrong and cooler can lay the smack down if needed, but it appears that way to me. As far as market cap and valuation, the street makes that decision. That changes over time as a company gets bigger but in the short term thats just the way it is. They will eventually "price in" income statement but that won't become clear until 3Q.
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