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Spec_Investor

07/15/13 3:52 PM

#5452 RE: BOC1 #5449

You continue to harp on the revenues when that is totally irrelevant when dealing with R&D stage companies. VPLM is an R&D that has acquired a very valuable patent portfolio. In the course of my DD I have spoken with highly knowledgeable people in the field, UNAFFILIATED with VPLM, and the answer that I received unequivocally has been that if allowed these patents, especially RBR and Mobile Gateway would have a market value that would be staggering. I believe that is validated when you see the quality of BOD members to come on board recently. Not your typical pink sheet BOD.
Also, VoIP is the fastest growing industry while landline subscriptions continue to decline. Sounds like a market demand to me.
Furthermore, if this company were "hyping" the patents they would be putting out PR's left and right. They would have already put out a PR regarding the 911 patent which has been allowed for 2 weeks. Where is the PR "hyping" 911"? Last week RBR was allowed as per the USPTO website. Where is the PR "hyping" RBR. Where has the company ever said anything regarding the value of the patents? I can't find anything. The FACT is there is no evidence of "hyping" at all. Any billion dollar buyout talk has been on this board by educated investors that have done their DD.
THESE ARE THE FACTS
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uptoday

07/15/13 4:45 PM

#5459 RE: BOC1 #5449

BOC1
With all due respect, I believe you are referring to current voip providers and their technology. There is no current provider that incorporates Mobile Gateway or Interoperability Solutions into their technolgy or services. Further, there is no way to track and bill these enhancements without the RBR infrastructure. Add on the enhaced 911 as a requirement and LI as a potential future requirement, then you have the whole package. This technolgy is not in use currently and thus generating revenue because it doesn't currently exist. It is by definition the future of Voip systems. The revenue will come by launching the licenses to providers. I believe the BOD speaks volumes as to the ability to monetize the technology in the future, if necessary. Of course, I am of the opinion that the company will sell the portfolio as they have previously stated as their intent.
All of this is just my opinion following my own DD.
GLTA
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uptoday

07/15/13 4:59 PM

#5462 RE: BOC1 #5449

Forgot to mention in the previous post that I agree with your concerns regarding the company's "shady" past, however I just don't see the same actions since shortly after the Digifonica deal. I believe this tiger did change its stripes. If they were interested in dumping shares, then they could easily drive the pps to triple its current level by promoting the **** out of the BOD and patent news, not to mention PRing every meeting they have regardless of the actual importance of it. They just are not doing that and the volume shows that no one is in a great hurry to sell their shares.
Again, just my opinion.