Acacia From Yahoo message board
Quick summary: All is going well at Acacia with "tailwinds at our back" according to Ryan. 6-10 relationships on the Adaptix portfolio with similar pricing to the first 2 (combined $70 million in revs). Trial date with APPL for 2013on Adaptix as well as the Access portfolio which was acquired from Palm. Paul implied that there could be a large settlement potentially with APPL. Paul was clear, articulate and confident. As an aside my take is that a very big short is into the stock-there will be waves of selling until we get an APPL type settlement or a real blowout quarter north of a $100 million. Remember eventually the shorts have to cover, but it could take time.