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Message: Optimism

Optimism

posted on Aug 06, 2007 12:20PM

IMO (so nobody can bitch about it) our little PTSC is
going to demonstrate the good luck and wisdom to take
the SP to $25+ and keep it there.

Js will settle for an aggregate $225M.

ARM will settle for $225M.

That's an aggregate $450M, and when all is said and
done, PTSC will get $200M net profit.

The 80+ infringers that have visited the table will
all settle for an average of $25M each.  That's an
aggregate of $2B, with PTSC getting a cool billion net
profit, near term.

PTSC will have ~$1.3B in the bank, and some 350 more
infringers to receive settlements from, with ongoing
royalties.  Ongoing royalties because, at that point,
PTSC's and, more importantly, TPL's coffers will be
overflowing so they have no need for immediate cash
coupled with the remaining infringers, with settlement
rates so high, will have to pay for future
contemplated infringement over time or go out of
business.  And there will be plenty of money and means
to develop a royalty monitoring team.

So, ~$1.3B in the bank and bright prospects, with the
probable ongoing royalty revenue stream developing,
for PTSC.

Still 400M shares outstanding, but PTSC moving to a
major exchange and facing the prospect of having to
issue MORE shares to satisfy expected demand/need for
liquidity.

That was just the LUCK part.  Wisdom?  Fifty new deals
a la Holocom only on a larger (50 X the dollars)
scale.  Of those entities acquired, 20 are to pursue
capitalization of Ignite/Inflame, with multiple
partnerships for utilization of that technology.
Still have ~$1B in the bank.

Gosh, $25/share seems too low!

A JMHO, and I KNOW nuttin"!  How do you like those
Washington Delicious?

And, BTW, the $1B in the "bank", if wisely invested,
would bring in a reliable ~$100M per year, another
source of recurring revenue.  $25/share is too low...

And here are a couple of more "luck" possibilities:

Holocom secures a huge contract with Homeland
Security
, as well as other Governments and private
entities throughout the world.

AMD decides to go with Ignite/Inflame, which they've
already licensed with a ongoing royalty obligation (if
I recall correctly).

The truly funny thing, while I've intentionally tried
to be pretty outrageous in these predictions to make
another point, I do believe that any of these things
could indeed happen and are real possibilities.  Even
the dollar amounts I used are within the realm of
reason, I believe.

Now is anyone going to argue any of these things, or
whether they are real possibilities?  Is anyone going
to report me to Agora for hyping with my
predictions/opinions?  Will I get booted?  How 'bout
if I repost, in a consolidated post, every day?  Have
I made my point?

And anyone who responds negatively will be met with
"you're stiffling free speech, sharing of differing
opinions, recognition of the possible, etc.". Any of
that sound familiar?

I KNOW nuttin'!

SGE

PS: The above does not consider current concerns, and was originally written to combat a bunch of repetitve questionable negative posts which, when questioned/confronted, were replied with statements as in the last paragraph. 

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