Quarterhill Inc T.QTRH

Interesting sentence from Q4 2020 PR

[mrmoribund]

Bottom of the first page (see especially the last sentence) of the Q4 2020 earnings press release: "ITS is an ideal market for us to pursue M&A; it is a stable and growing industry that blends technology with infrastructure in order to provide essential services to governments that are looking to improve safety, tackle environmental challenges and generate new revenue opportunities. ITS also stands to benefit from government stimulus plans targeting infrastructure, in particular in the U.S. market. As ITS becomes more inter-connected, we believe this could create opportunities that leverage WiLANs expertise in 5G, which will be a key enabling technology for the industry in the future. We tend to see WiLAN and the ITS business as entirely distinct. There was even an analyst on a CC some time back who asked if & when Quarterhill would be broken up. (He clearly thought this would be a great thing and, I admit, it probably would raise the share price short term.) But that sentence makes a key point. It's surely way better to move into 5G ITS with WiLAN's IP guarding your ITS back (and opening 5G doors) than without. Note that Amtech Systems (a subsidiary of TransCore) is currently suing Kapsch US for patent infringement. See: https://insight.rpxcorp.com/litigation_documents/14010506 I'd imagine Amtech would think twice about suing WiLAN's sister company for IP anything. We don't tend to think of synergies between WiLAN and the ITS business. But I suspect they will become apparent soon enough.

[mrmoribund]

Previous post messed up my formatting. Hope this will be better. Bottom of the first page (see especially the last sentence) of the Q4 2020 earnings press release: "ITS is an ideal market for us to pursue M&A; it is a stable and growing industry that blends technology with infrastructure in order to provide essential services to governments that are looking to improve safety, tackle

[shareholders1]

Mrmoribund wrote: "There was even an analyst on a CC some time back who asked if & when Quarterhill would be broken up. (He clearly thought this would be a great thing and, I admit, it probably would raise the share price short term.) " Good point. This has been discussed elsewhere as well. However, I do not agree with the concluding sentences in the post: "Amtech would

[cabbieJBJ]

GRANTING 13F Motion to Stay entered by Judge Alan D Albright. Per the parties' stipulation, Civil Action No. 6:20-cv-01044-ADA and Civil Action No. 6:20-cv01200-ADA are stayed until the determination of the ITC Action becomes final under 28 U.S.C. § 1659(a). Counsel shall advise the Court of the final decision by joint letter no more than 14 days after the determination of the

[cabbieJBJ]

This is the Amtach v. Kapsch case mrmoribund posted

[mrmoribund]

Relates to the Amtech / Kapsch dispute. I'd be surprised if any of WiLAN's mega-opponents ever agreed to anything that would expedite the process. From website of Mayer Brown: Overview Major corporations are increasingly turning to the US International Trade Commission (ITC) to resolve their intellectual property disputes. The ITC provides several key advantages over the federal