Re: ptsc vs. e.Digital - LegalEagle
in response to
by
posted on
Dec 29, 2006 04:37PM
Very good post.
"I cannot get my arms around who EDIG actually can effectively go after. Where does the use of their IP originate? At the design stage, where the use of removeable flash is incorporated? Are CE companies the originators of this design, or their suppliers (or suppliers to their suppliers)? Do these CE companies insist on incorporating Patent Indemnification clauses in their contracts as a matter of corporate policy?"
This gets, to what I was trying to get across ....e.Digital will/have to pay close attention to what IC vendors are up to.
www.agoracom.com/ir/edigital/message...
IMO...PTSC/Moore missed a very large window of earnings potential..10 years late. The target, for the most part, was at the very large producers of CISC CPU's who sold billions worth to CE companies. I haven't been following the score over there...but as far as I can see...settlements seem to be made protecting the CE companies...with one time chunk payments form the CPU vendors/producers....along with a license for on going business.
The list of dual clock CISC CPU producers is shrinking...IMO,a by gone era and the list will be short. For PTSC they can lean on their single clock RISC....with licensing in the works.
For e.Digital they are at the leading edge of new developments in their realm. IMO...some of the features of their IP is as equally import, as the clocking/bus structures were for Fish/Moore.
The difference, IC development is done by 1000's of companies sponsoring all kinds of implementations. Their all looking for the nonvolatile code and data platform that eliminates... processor overhead, hardware infrastructure, power consumption, ...while offering security/versatility.
IMO...There will be much more of a head count...while their window of opportunity is optimum.
doni