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Message: PTSC Future - Litigation and MMP value

While IMO everyone was probably offended to some degree by Gloria's response to Stan (which I bet she regrets), IMO it is a huge leap to conclude from it that our day has passed and that we shouldn't expect much more from the MMP.

That conclusion is in direct conflict with other things that we know, e.g., directing more resources at the licensing effort and an ongoing legal battle revolving around licensing and how it is done (authority to approve, intermingling, etc.). It seems they would not expend the energy and resources regarding an asset that is considered dead or dying. Further, if there were but little, if anything, to be gained, why would they continue the fight with the T3?

IMO, based on nearly everything currently "going on" at PTSC (and TPL, and Moore), aside from PDSG, all activity suggests there remains great value in the MMP, the bulk of which may be yet to be realized.

Also recognize that is was recently discovered that there are likely not just "thousands" of potential infringers, buy more likely tens of thousands (recognizing that TI, alone, has 80,000+ customers for their chips, at least one series of which we claim infringes).

Assessment of the value of the MMP? Who knows? (nobody) But I suggest that recognition of the above gives some idea, and it ain't peanuts.

JMHOs,

SGE

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