TRID - Lawsuit by MIPS
You know that you've made it when you get sued for patent infringement.
It's like a coming of age event - every Silicon Valley company of significance has a lawsuit of some kind.
Wall Street is naturally beating TRID down 4%. Now, let's be serious. Will a MIPS lawsuit cost TRID 4% of it's earnings? That would be considered excessive royalties by any stretch of the imagination, and that's assuming that 100% of TRID products must pay a royalty.
No, this is typical over-reaction (aka buy opportunity).
And it's one other thing. It's a sign of continuing Wall Street negative sentiment towards TRID.
It's almost 3 quarters since Wall Street showed any interest in TRID despite mammoth growth. I am patiently waiting for Wall Street to stop penalizing TRID and start rewarding them for stellar growth.
Perhaps that will start after Best Buy releases earnings.
It's like a coming of age event - every Silicon Valley company of significance has a lawsuit of some kind.
Wall Street is naturally beating TRID down 4%. Now, let's be serious. Will a MIPS lawsuit cost TRID 4% of it's earnings? That would be considered excessive royalties by any stretch of the imagination, and that's assuming that 100% of TRID products must pay a royalty.
No, this is typical over-reaction (aka buy opportunity).
And it's one other thing. It's a sign of continuing Wall Street negative sentiment towards TRID.
It's almost 3 quarters since Wall Street showed any interest in TRID despite mammoth growth. I am patiently waiting for Wall Street to stop penalizing TRID and start rewarding them for stellar growth.
Perhaps that will start after Best Buy releases earnings.
posted by Andrew at
9:33 AM
4 Comments:
U think its due to law suit ? I thought some analyst said lesser demand for flat panels and "GLW" also dropped yesterday and today .
GLW makes screens for both TVs and Laptops. The laptop part of the business is what is slowing down.
Experts now expect LCD TV sales to blow past previous estimates
so what's your pick-of-the-year for 2007?
so what's your pick-of-the-year for 2007?
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