Trader....
I am not sure we are going to get a response in any regard to the Novell settlement. The NDA can be the company answer and there isn't a lot that can be done. First I am reasonably certain that a settlement did occur. If it did not I would just expect the case to be dragged all the way to the Markman as there would be no harm in letting it proceed at that level if the parties didn't want to settle. The question then becomes "investor expectation" vs "company expectations". If the street is willing to take 1% from FB but not less than 5% from Novell then what is the value of actually putting anything out? We (investment community), try to equate things to bottom line numbers and I am not sure there will ever be a 100% consensus on any given settlement. I cannot get the thought out of my head that this was a legal necessity. Just for appearances, a settlement with a larger CRM company like Novell is very important. Salesforce is in the same league and I just can't help but think this has something to do with that. Since it was dismissed with prejuduice that means that they can go back later and take another bite of the apple. There are many more here that can discuss that. They got something and I am pretty confident we will be able to find it somehow in 3Q numbers as long as we can break apart BVSN and JIVE Qs. I still believe that current PPS is mainly due to Dilution+Institution sales post merger. I cannot get to crazy with management as they have only been in place for 27 days. I think I am just hoping that Markman stays on schedule and we get an acquisition on board. Not really sure what other catalysts in the short term. I just have a feeling that there is more than meets the eye regarding not putting an 8K out regarding settlement.
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