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postyle

07/08/11 3:12 PM

#115 RE: jtdiii #114

jtdiii,

Barclay's initiated coverage of Acacia Research this week indicating that more research firms and analysts believe that the IP licencing model is attractive.


Barclay's said the same thing when they initiated coverage on IDCC on 4-27-11. And when JP Morgan initiated coverage on ACTG on 3-9-11 they said this in the opening of their report:

"Patents, as an asset class, and licensing, as a business model, present attractive long-term investment opportunities. IP stands at the center of innovation and value-creation in the technology industry, globally. Licensing in the US has grown to a ~ $500 billion industry over the last 30 years. IP-intensive technology companies command high valuation multiples, and significant market capitalization."

After years of neglect, it's nice to see the street has finally started to catch on.