Saturday, August 17, 2013 8:22:28 AM
If this evidence isn't sealed, we'll be able to see clearly (those of us that understand search tech) whether or not it's real. If the workaround is real, either sell or hope ZTE comes through big time. If the workaround is BS, then Vringo's experts will easily make Google look like insane fools and the judge will hammer Google to the tune of 7% (hopefully even more).
Comes down to a crap shoot, folks. New Adwords' process could be altered to the point, and use enough new technical terminology to make it difficult to prove if it infringes or not. Or it could be a new and unforeseen process, which is better or equal to Lang's patents. I'm a programmer, web developer and have written search software for a Forturne 50 company, so I'm not a total idiot on the subject.
I'm long but may reduce my position while I'm ahead. If the New Adwords looks real, I'll sell and buy back in lower and wait for the ZTE results.
If Google knows New Adwords is BS, there should be a settlement before August 25th. If not, that will be another tell that the workaround is real.
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