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Message: Re: Plausible ? DB
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Dec 21, 2010 10:26AM
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Dec 21, 2010 10:28AM

I see both posts currently have 7 thumbs....as I type...

There is always a possibility of an unsolicited tender offer. After Markman, if it even happens, the market will decide the value of the patents. Many here feel the patents have to be tested, before they are valid....I say horse pucky to that thinking, but no offense to anyone.

10 companies have settled, 1 just agreed to settle, but I am confused on the agreement concerning the date to complete it (?) and 15 to go in CO.

We started with 174+ as presented to us at the 2008 SHM on Sept 17, so with TX 7 done + 4 more, 15 to go, we are at 148+ left. However, with all the new products that have hit the market the last 2 years, additional companies may have been added to the list, and it was also said at the 2009 SHM in effect, the list has some added and some removed. The number has never been updated and IMO DM won't go there.

One of your questions was, if they are setting themselves up for sale. Well, they are public so it does not matter. They need to do whatever it takes to add share holder value, and in the process down the road if that value is attractive to a buyer who wants to own the patents and have DM continue leading the charge with the balance of infringers, they have no choice but to send out a proxy vote. But I'd hope the BOD should they get into negotiations, reject an under valued offer to raise the bar 1st. I have little knowledge in this area, so just blabbing a bit FWIW.

Once again we don't know what the future has to offer, but it's good to be thinking about it in a positive manner, at least that's what I'm doing and will continue such.

GLTA

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