Re: ??? for the board...comba...disc... and all
in response to
by
posted on
Aug 25, 2010 01:02AM
Yeah, I think we are all aware this is not an overly enthusiastic market. I think expectations are measured with the times, yet, there are always exceptions and stand out scenarios.
It is becoming more clear each day that DM has raised the bar, is playing a more strategic game, turning the screws while moving toward the Markman. The defense is beginning to whine.
That leads to expectations for higher settlement values. When that starts happening, then we will better be able to measure the market ramifications.
But I do know that any company, debt free with growing revenues, large and growing profit margins in a recession, regardless of the model, will raise some eyebrows and likely attract new investor interest.
If they push through this round successfully, then where is the risk?