Qihoo 360 Technology Co. Ltd Message Board
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willie, just scan the board....lots of doubt. One person even sold all his holdings yesterday or this morning. Everyone certain AAPL will appeal, many getting nervous about the CSCO lawyer being sharp, etc. It's a lot of doom and gloom and rightfully so. The bad part is, even if VHC were to win, they won't get money until all appeals are exhausted, which could be 1-4 years or so. We should all be shorting here, that's for sure....
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Don't let posters try to fool you when they say VHC is totally different from RMBS. It doesn't matter what VHC does in the courtroom. It matters if they get paid or not. As is clear to everyone, AAPL is going to appeal. If CSCO loses, they are certainly going to appeal. These appeals can go on for years. Therefore, VHC is no different than RMBS and the outcome will most likely be the same. One main difference does exist and that I will admit, VHC can't get Gabriel commercialized so, unlike RMBS, VHC has no products on the market.
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All kind of discussions going on. Some have sold, knowing we're going lower from here. Many focusing on the certain AAPL appeal. Things couldn't be looking more bleak for VHC.
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Whether it's laches or anything else, the market is telling us VHC is up against it with CSCO. They've met their match and it doesn't look like VHC can overcome it this time. I think the fact that Gabriel isn't even commercialized will weigh on everyone's decision, just like it did on the judge. The jury will have a good laugh that VHC is suing for a project it can't even get to market. Case closed
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Shorts are taking this stock into the low 30's. If VHC wins the case, which is now highly unlikely, the stock pops back to where it is now. If they lose the case, the stock becomes an instant teenager or lower. Shorts are in a no-lose situation. Now you know why they were so eager to short this junk.
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willie, the market clearly doesn't agree with you. The market is telling us now that CSCO has a strong leg up in this trial. Nothing but selling in the stock and shorting. VHC has made a mess of this, especially by not getting Gabriel commercialized, which was brought out as a major point by Judge Davis. This trial now looks to be an absolute slam dunk for CSCO. I think the jury might find it comical that VHC is suing for a technology they can't even get to market.
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It's on his wish list, just like a dividend. This CEO isn't going to try and break the shorts. He could care less about them. In fact, he may be on their side until he knows good news comes out, for all we know.....someone already suggested he may be shorting against the box.
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Why would VHC buy back shares. What a ridiculous thought. They don't have the money to do a buyback! You think AAPL is going to write them a check so they can buy back shares? LOL...man, some of you longs are so far out in left field you're in the bleachers.
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It sure appears this case is in jeopardy. Not the slam dunk everyone thought it was. The killer will be when the jurors are informed Gabriel isn't even commercially available. They won't take 5 minutes to award the case to CSCO when they find this out.
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When I read this from the judge, that "In rejecting the request, Davis said that VirnetX’s Gabriel software isn’t commercially available, so Apple hadn’t damaged the company’s business"
VHC has been pushing this Gabriel garbage for 4 years and they still can't get it to market??? Absolutely irresponsble and tells me CSCO may have a good case. What an absolute disgrace. When the jury hears this, they're going to throw VHC out of the courtroom. - Reply to
Adam F said WON'T HEAR ABOUT AA UNTIL END OF APRIL. NOT SITTING HERE FOR 2 Months.
by sharkman683 •Mar 4, 2013 3:10 PMsharkman, I couldn't agree more. Now that everyone knows the timeline and nothing is happening until end of April, are you thinking of shorting? We should be going down a long way from this 30 level until mid April or so.
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From the filing: "counsel for Complainants
certify they have consulted with the Respondent regarding the issues presented herein prior to
filing this motion."
Obviously, VHC had a deal with AAPL to settle before they agreed to drop this complaint. This couldn't be more clear. No way would I be short this stock now. This announcement could come at any time -
ivan, I can see this question about payment for the drug is a sore subject. Now I'm really second guessing this company. No, I'm not a short. I'm someone who doesn't want to buy a stock whose drug may not get paid for by insurers. This is a hugely important question and it appears investors here are ignoring this?
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Believe me, I want to get into this stock. However, I'm very concerned about how this drug gets paid for. Isn't anyone concerned that insurance companies will most likely balk at paying $300K per year for a drug?
Secondly, I think it's wise to wait until after the CEO speaks. Why buy now when you can wait until later this afternoon and get in much cheaper? -
So, anyone waiting to get into SRPT would be wise to wait until after today's conference, I believe. Unless he really surprises everyone and gives an update on something, people are always disappointed afterwards and sell.
Also, I would like to know how this drug is going to be paid for. I can't imagine insurance companies laying out this kind of money on a yearly basis. Really hard to believe. Anyone know? -
ivan, my question exactly. It's hard for me to believe that any insurance company is going to pay for this. I'm sure this must have been discussed here before, but I haven't seen anything. The cost is exactly the reason I'm hesitant to buy. I don't believe the insurers will cover it.
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Will be interesting to watch if she gets this one right. She's been pounding the table on this one
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I believe the answer would be yes, but just checking. I have a hunch we may see something like this happen if they start getting blown out of the water. Could save them an awful lot of money. I sure don't think it would be too wise to be out of the stock at this point waiting for the jury verdict as I think there's a distinct possibility CSCO could settle before the trial ends.
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Almost as soon as this headline started circulating, the stock reversed. Government security, SAIC, etc. Anyone starting to get it? Someone saw the headline....
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It's probably the link to General Dynamics!