Some historyIn many ways, Win is tracking along the path followed by Mosaid back in 2004/5, not least because of the Skippen connection. In March 2004, Mosaid got its Markman ruling in the make-or-break case for Skippen's IP business. It had several definitions favorable to Msd, others that were narrower than hoped for or otherwise muddy. Stock price didn't do much, staying around 10 bucks until July, when it headed up into the mid-teens. Then went up into the low 30s in Jan of 05, as Samsung verdict approached. Lesson: Markman didn't have powerful price impact, probably because its legalese, and doesn't end the story. But for investors with some patience, the main benefit is it takes a lot of risk off the table. The fact that its definitely favorable in some areas is a bonus.
Gormless