Thanks for the post and insight, I have been watching/reading and thinking of an entry point for a while and certainly this dip has provided an opportunity, but now am concerned, looking forward to your views as I have been reading your posts.
Not sure if you posted the link but I watched in its entirety and I do see why there was a sell off. While some call it 'panic' I like to call it acknowledging a new level of risk here.
Not trying to bash by any means, that is not my nature but as an objective bystander who has taken his lumps in VRNG, I have learned one thing about patent plays, already high risk and any additional risk that has not been 'identified' hammers the stock (especially when its mainly retail and here its 100% retail last time I checked).
That video is interesting and since I am no lawyer, just fairly experienced with legal processes/documents, it is challenging for me to want to enter at this stage. Perhaps this sell off has incorporated this risk already but my concern would be is if the MSJ is not denied what happens.
I do believe, as you mentioned, the issues brought forth should have no effect on the case from the date of the certificate of correction forward so on that basis there is still a great deal of upside here, but given what I saw in VRNG, clerical errors are never good to the plaintiff, and seem to benefit the infringer more than anything.
Alot of money at stake so this MSJ is huge. I do think if the MSJ is denied you will see a move upwards here but at this stage its a coin flip and probably one non-lawyers are not willing to take and therefore you saw the sell off..
