Vringo, Inc. Message Board

A few things quickly this morning. I have spoken with attorney's with both corporate and patent litigation backgrounds. This is for informational purposes only however and I am not suggesting anyone trade on this information. First, since there has been no final ruling the judge can absolutely change the faulty verdict math. If a ruling had been made it could still be done but is considerably more complicated. I'm looking for an all in number of $173M in past damages to be awarded by the Judge. I am also expecting that the judge has or will order the two sides to attempt to settle again. He may hold the the future royalty number back and keep the "threat" of injunction in his back pocket while he gives them a short time frame to work it out. Google will want a number that gives them a paid up license and authorizes its use by their clients. I'm guessing this number will be around $600M. I think Google will cover expenses on top of that.

This would work well for both sides. Vringo gets the payment now and there are no appeals. Vringo can also seek to litigate against non-Google partners. For Google the matter is over and is not outstanding when/if there is an FTC lawsuit against them. This stock is considerably undervalued here and I think we will see that as the ruling comes out hopefully at latest by the middle of next week. I would imagine that Vringo counsel has already illustrated the damaging effect a "win" has had on their company. I think the Judge recognizes and seeks to rectify this in short order. I still consider a buyout to be remote but others have illustrated reasonable rationale for this. I don't think it happens primarily because Vringo would like to continue to roll out their own company.