A lot of people have spent a TON of time/research and have made a lot of good points on the board the last few weeks (I even talked with a Patent Lawyer myself about this). Reading this board is even better than taking a research class on psychological persuasion.
Anyway, after reading every single post over the last few weeks and reading everyones' good points, I still get that the biggest risk of this stock is the assignment of judges at the CAFC (Anyone please correct me if I'm wrong). Whoever is right/wrong about it being an NPE, whether the odds of an NPE are easier to solidify etc... is entirely off-topic (basically most of the points, as good as they are, are off-topic as far as I can see).
The biggest and most important point I see is the assignment of the judges at CAFC. There are 18 judges and 3 will sit on the panel. There are 2 judges that usually rule against patents (and even though those 2 judges usually rule negatively doesn't necessarily mean that they even would rule negatively in this case). Anyone please correct me if I'm wrong with any of the logistics of the CAFC set-up.
Anyway, it seems the single biggest factor are the odds of having 2 judges out of 18 sitting on a panel of 3 which is roughly 4%. I like our 96% chance of having a panel of favorable judges, because our patents are sound.
I'm sticking with this stock and am not selling, and if it does dip down because of a dilution or for any other reason (such as people getting scared or misinterpreting Bungie's response), I have saved some extra dry powder and am going to buy more on the dip (of course it is disposable funds I would spend as there is still risk).