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Message: Re: Let's Get Stoned!!!...Ronran SGE...BaNosser
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Apr 25, 2008 05:24PM

Thank you for actually responding - I wish more people would.

I'll try to respond to your input:

"Perhaps the Js some how ended up with TPL by the short ones and TPL wants no one else to know how."

Do you think that JW would enable TPL/PTSC to pull a scam on other companies, knowing that their was at minimum either a validity problem/concern or an actual infringement concern?

"Perhaps the Js are actually going to assist TPL in other ways going forward.. Reexams or vs Arm... and wanted them held to it."

Do you think that TPL would actually believe they could get away with this, in light of the Master Agreement? AAh, you point to Sony and possible shenanigans there. How much money did we get out of Sony? None? A $10-15M ultimate loss (legal expenses)?

"Perhaps the Js paid next to nothing for the MMP but have agreed to pay mega bucks for 'Core' and 'Flash'."

Not only next to nothing, but a major net loss on the endeavor. I again point to the Master Agreement. Would TPL jeopardize their interest in the MMP? At minimum causing court actions by PTSC that would bring MMP licensing to a screeching halt?

"Perhaps he is just accumulating enough shares at these depressed prices in order to gain himself a seat at the BoD table... where he can really set PTSC policy.. Wonder what TPL/Alliacense expenses might be then."

I suspect that when you say he, you mean Lecky. I would think that him getting a seat on PTSC's board would be a clear conflict of interest - in light of the Master Agreement.

"Perhaps Lecky desires the whole enchilada so badly he will do whatever he needs to [mostly] within the boundaries of the law/rules to bring it within his possession.. by purposefully keeping the price suppressed for over a year.. essentially setting a market value that may be within his reach.. certainly within the reach of colleagues if funding where needed."

And just how does Lecky go about suppressing the PPS? The only possibility here IMO is if he is in cahoots with Swartz. But how does Swartz benefit?

"Perhaps he just wants to merge with PTSC, in order to run the whole show.. How does that work? ....."

Umm, in case you haven't noticed, Lecky is running the whole show re: licensing. I doubt he has any interest in anything else PTSC has going on. Then you pose THE question, how to go about it. And I've opined on this before. IMO, there is no such thing as a real "merger" - a combining of exact equals - someone always comes out on top. And if they did pull off a "real merger", Lecky would not have control, but SHARED control - something less than he has now.

Buy out? As I've acknowledged recently, TPL might be able to pursue this. Unfortunately for them, their own publicly spoken words virtually kill the possibility, unless they pay a rightful price. They can't run around saying that the value of the MMP is over $2B, then offer $50M for our 50% interest.

For your consideration.... I'm more than open to retort by you or anyone.

Thank you again,

SGE

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Apr 26, 2008 05:28PM
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