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Nicasurf

02/24/19 3:01 PM

#62410 RE: Gmc2020 #62408

Good point!! Let's see how the market reacts this week to the recent pacer updates. With our response I could see a nice offer being made before appeal is granted or denied.
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Scruffer

02/24/19 3:40 PM

#62413 RE: Gmc2020 #62408

Unless verdict required, that was my thinking.

Unless a guilty jury verdict is required for indemnification (and only ~30-40% of cable companies indemnified--I think), settlement negotiations must be underway.

I was thinking that exact same thing Gmc.

The 13/17 and/or COMM/ARRS may act before all their negotiating leverage is gone.

Cisco is a monster with lots of influence and capital.

Never know how "A selected" 3-judge panel will go.

It's not necessarily COMM/ARRS, but the 13/17 cable companies as well.

The last thing they want is a loss with triple damages.

If the 13/17 were to settle (with or without COMM/ARRS), it should be less expensive.

If the 13/17 and COMM/ARRS have a losing hand, and at this point they may think (know) it, their best strategy may be to fold now, rather than go ALL-IN later. :-)

In addition, one never knows how long this could drag-out.

I still find it odd the brokers allowed such volume, so I hypotheses, something is up, happening, in-the-works.

Should be an interesting week nonetheless,

Wishful thinking Scruffer

P.S. 50 birds in the hand are better than "A possible" 0-100 later.