http://www.investorshub.com/boards/read_msg.asp?message_id=6610050
Posted by: final4
In reply to: None Date:6/8/2005 11:05:23 AM
Post #of 697
PTSC - spoke to TPL group......
long conversation and couldn`t tell me details of the deal with Patriot, but here are some things I did hear, paraphrased:
PTSC and TPL will go back and divy up all licensing revenues received by both groups on these patents per the new agreement splits. he suggested they`d go back at least a year. this is huge for PTSC. Remember, TPL did a license with Intel. Also said TPL had done licenses, plural, not just one with Intel.
I said the $2.9mm deal with AMD that PTSC did seemed small to me. his comment was that TPL knows how to maximize licensing revenues (I read as opposed to PTSC who develops technology). the message was TPL probably got much more on its deals than PTSC got from AMD, which of course is great for PTSC since they get a cut. also said the AMD deal was done under the ``cloud`` of an ownership dispute between PTSC and TPL and that the cloud is now gone and it`s a whole new ballgame - tells me the price just went up.
I said Intel did their deal under the cloud too and he said that TPL knows how to maximize licensing deals...tells me they got Intel for sig bucks
pressed for details of Intel deal, but TPL is provate company so don`t have to disclose, however he said PTSC will have to disclose all in 8k`s since they will be material to PTSC. said PTSC 8k on the TPL deal should be out very soon and probably gives details on rev splits.
TPL will market the patents as the ``Moore portfolio``. TPL is already agressively going after new licenses. their strategy is to get licenses, not court battles.
in for more under 14c.