DSS Inc (DSS)

[Chas1961]

Thoughts on DSS...

I am sure I have already taken up enough space today but I did promise a "controversial" addition to my Rant. Here goes...
Over the past several months I have done extensive research on 8 different companies in the IP sector. These pure IP plays have one critical element necessary to excel in this sector. They ALL have purchased IP portfolios to enhance income and litigation. If you are making DSS your IP centric play then you MUST consider this when making an investment. Basically every successful company has made this investment. Many started out like DSS, a small company with a small amount of patents and went after a big horse. Every one of these companies got their stock price in a position where they could have secondary offerings to raise cash to acquire patent portfolios. This hopefully will be asked by someone on Tuesday. Another common theme I see is that after the Markman ruling there is an immediate raise due to the pending big legal expenses soon to hit the books. VHC seems to be the only company I have seen that has not had to do this. They ran lean and did not dilute the stock during the process. In either case you can use this information to invest accordingly. The two main targets at this point would have to be the Bascom patents that apply to the medical industry, or the Virtual Agility patents. In either case I think that DSS has to start making some type of moves in the arena to become a valuable IP play. A stock I have quietly started purchasing was MARAD. They have a great IP portfolio and are monetizing it better than anything to date. I still am not sure if they are going to go the litigation route and that will be the arena that decides if these patents are valid. That is also the arena where they will have to take on a large entity. For now these smaller companies are just getting out of the way and paying the toll. I do believe they will keep adding to the bottom line through monetization. Like they say; "slow and steady wins the race". Will DSS be a successful monetization/litigation company? They seem to have taken both routes. However, I think they need more irons in the fire for that piece of the business to succeed. Thats about as controversial as I can get at the moment. Maybe in time they will give me more ammo...