Re: I'd like to see a strong close in the next 15 minutes EOM
posted on
Jun 21, 2007 12:44PM
Light bulbs are starting to go on. Think about it. This is not an easy story to digest. Think about how we started to research this stock and how puzzling it was to get a feel for the relationship between TPL and PTSC and the ownership of the patents etc. Is PTSC an empty shell? What about the patents and the associated validity questions that were bouncing around in our heads back before the positive Markman ruling. It is not just a matter of a cursory browsing of some financials and the making of a leap of faith in the usual manner. This is a completely different animal. Many-myself included here- have concluded that this is an intellectual property company having patents fundamental to efficient microprocessor design and is a force to be reckoned with for many years to come. It's no wonder that there are just us diehards here when you think about it. Many investors will shy away at the first sign of an unknown. With PTSC there were multiple unknowns on this recent journey. With the recent positive Markman ruling, one huge unknown has been removed. Many are starting to dip their toes in that maybe haven't fully grasped what is happening here. JMO