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Message: What I Find Amazing....

What I Find Amazing....

posted on Feb 07, 2008 06:39AM

is something that I've noticed for quite a long time, especially over the past few months. I look at my delayed LII, and I see 4+ MMs at the bid. These are "stubborn" buyers, it would appear. The amazing thing? They won't cough an extra half penny in order to execute. On a 10,000 share buy, that's a whopping 50 bucks!

Why would someone do this? I mean, you either want to buy, or you don't. If you don't, why place the order? Maybe because you are here or more likely on RB trashing our near term prospects? Build it (create the illusion of "all these negatives"), and they will come (sell).

Do I need to recreate that positives post? The positive speculation post?

What did the Js pay? From what I've read here, the concensus seems that everyone is thinking we (PTSC) got at least $50M. High end is around $100M. It seems most here fear suggesting anything more than that, though some have said as much as $200M. What if it's $400M? But even at $50M, tell me the negative part of that. The litigation is over! And the appeal on the '584 may never even happen!

Patent Reform - probably zero impact to PTSC IMO.

USPTO action is nearly totally unpredictable as far as timing. And our team clearly has the upper hand (ex parte) IMO.

M&A IS COMING! This isn't a fantasy. It's coming. Timing unknown. And, though S&L/Swartz still has a "say" till May, does he really care? Would he try to stop it? Why? And PTSC is using an IB to "make introductions". This suggests higher level targets.

Now tell me again about all those negatives.

Yup, look at the PPS. True value?

And yup, Swartz is probably still in play - exiting. That's the biggest negative, IMO, as it has been. Where's that G13?!

JMHOs,

SGE

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