RE:Re: Valuing Edgewater Wireless Intellectual Property One of the potential problems (assuming that the tech is great) is the blueray scenario. Tech is good but outdated. Blueray launched in 2006. Netflix showed up in 2007. Game over.
A lot of factors to consider. Let's say they have like they say a tech that will be "The future of wifi" your 200M valuation is too low in terms of valuation of the IP itself not the company.
If Intel, Qualcomm or any other player comes up with a better IP or a way around or even just say that the IP is great but just not needed on a commercial level. Your 200M is too high.
At the end of the day valuing a tech IP is at the adoption level. No orders means no value.
No matter how much recognition they get from Liberty or any other player, if you don't see $ value in a contract you have nothing...
In companies like YFI you leave funds that you are willing to put on red or black. Hit or miss... Not saying that their tech is useless. It is clear they have something good if not Liberty will never put their name next to it... But the 200M$+ question is, will what they have be used or be stored on a blueray disc... Time will tell.