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copperslash

08/21/15 11:46 AM

#60004 RE: Long term #60001

I am underestimating the settlement potential especially since Z put it around $870M. I used to think V would negotiate with Z and would take a settlement around $500M.
But, V now has their boot on Z's neck in the USA and Z is in a bad position which moves the number back towards the $870 and away from some middle ground.
Just a few months ago, I thought it was farfetched to put this in the $1B ballpark, but now I can see that it is not unreasonable to expect this to go north of $1B. That's my point.
Of course, I understand that Z is not the only Chinese company that needs to license these patents. You could build the case for another $1B potential out there.