Re: Business Strategy - DB
posted on
Nov 26, 2008 04:33AM
"That makes us just another IP holding company without a compelling product or story to stimulate substantial new blood buying the stock. "
Are you kidding? Last told, EDIG had more than 184 infringers identified by Nunally/DM that INFRINGED on their intellectual property. That's not compelling?
A FLash patent portfolio worth hundreds of millions is not compelling?
And you'd feel better if we had a product to sell in this current economic downturn with shrinking margins and growing competition?
I think a model that is projected out to bring in hundreds of millions with vitually no outlay of money in manufacturing costs or advertising, is a sweetspot and offers many options for management to take this company in a new direction.
I still think they might even be acquired, especially if a company is looking at having to pay out hundreds of millions.
Why not buy EDIG and then own the patents and litigate them yourself with DM....just another possibility lurking beyond EDIG becoming a cash cow in their own right.
Either way, they are moving in the right direction with a very high potential for rapid growth.
All it takes is for DM to accelerate the process or bag a big settlement....OR BOTH.