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Technology Stocks : Intermec Inc. (formerly Unova Corporation)
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To: Cooters who wrote (196)6/2/2006 9:58:21 AM
From: carranza2   of 222
 
Worst case for Alien is that it has to license at perhaps a higher rate than the Rapid Start program and is forced to cross license royalty free to IN.

Worst case for IN is that the patents are ruled invalid, which is of course disastrous for a company trying to pursue the QCOM business model.

Don't know from a legal standpoint what the effect of patent invalidity would be on IN's existing agreements. I presume the contracts deal with that risk somehow. If they don't, I presume the worst case is that the licensees look for a reason to get out of RS, arguing that valid patents were at the heart of the contract. Probably a good argument.

What concerns me more in the short term with respect to IN's stock price is any move on the part of the Rapid Start licensees to pile on with Alien in the case, or elsewhere, looking for an out or for a better deal. I also am concerned of the effect on IN if it is forced to litigate a whole slew of cases in which RS licensees try to get out of the deal. Fighting them will be financially difficult and distracting. The effect on earnings is predictable. I think the smarter licensees will simply await the conclusion of the Alien case before they make a move, but you never know.

I wish I had a better tech background so as to be able to compare the IN patents to Alien's and to understand whether IN's really are what we all assume them to be. Absent a tech background, I look for market verification of my assumptions. We have that in spades.

I think we will have some very good buying opportunities in the near future thanks to the uncertainties even if the market downdraft I think might happen doesn't.

C2@payyourmoneytakeyourchances.com
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