RE:This is interesting… Cabbie might be right Very interesting find v_g. QTRH is an ITS company according to the job posting. As the corporate entity, perhaps that is not totally surprising a description (and assigning the patent assertion business to a subsidiary), but as I posted last week, the company's pressers have distanced the IP monetization and ITS businesses.
I feel that the ITS opportunity cost issue has to be taken very seriously by management and the BoD. In addition, it is very well known that aggregators are assigned a discount in the market...a discount that is in addition to the patent assertion penalty box discount. As QTRH speeds towards critical ITS mass, it can ill afford a Wilan headwind.
My orange pekoe thought for the day if a Wilan divestiture is under consideration: when the CAFC sets the value of the Stanwood IP (hoping it's at the original USD $0.85/unit jury award, plus interest and costs - but it will be what it will be!), the challenge of valuation on what's left (Apple residual non adjudicated units/Intel chipset units, semiconductors, wireless, corporate expertise, relationships) is significantly simplified. Last week the court provided valuation guidance on the siri patents, at least for the next 3-5 years with appeals. This suggests QTRH and any potential suitor are getting real close to a consensus Wilan valuation.