Re: CTXS / GOJO / Prologue / Royalties?
Thread,
Not to throw cold water on the thread, but I hope we don't get flooded with posts, so much so, that important points get lost, as on other individual stock threads. SI is PAINFULLY slow nowadays and it's not easy to skim over large volumes of tick by tick posts. One reason I post to this individual stock thread so much, is the vast majority of posts have meaning.
Here's an important point about the runup in CTXS at the very tail end of yesterday's trading. For those that don't know, CTXS was down three points right up until very near the close, where STRONG INSIDER buying came through.
It's just not good for market even when it benefits me/us personally. One day a lawsuit potential comes out(GOJO), the next day, weakness all day, then followed by huge buying at the close. The next morning, a big upgrade by CS First Boston. Something stinks and the SEC will probably fail once again to do their job.
Anyway enough of that soapbox. Continuing on the Curiousier and Curiousier theme.
________________
"Marshall Phelps, who ran IBM's IP operation, has just joined GraphOn's board."
Apparently from his background (in intellectual property) GOJO may be gearing up to demand the royalty thing. But there are just so many details lacking, it surely appears to be pure speculation (albeit decent speculation) at this point by Maureen O' Gara. It is hard to believe the addition of Marshall Phelps means nothing.
If I'm reading the article correctly, it's almost laughable that GOJO purchases the intellectual property of a now defunct company, and then turns around and may sue everyone involved with thin client technology. Nothing is on the GOJO website about this tactic. So I'm sure it is speculation by Maureen O'Gara.
Maybe she has got the details wrong, but the plan right? But on the face of it, using her details, it seems silly. But when you get a lawyer involved, who knows?
If it turns out to be a great idea, there's a small group of ex-Prologue engineers that are probably feeling pretty dumb.<VBG>
______________
Microsoft is offering to license the RDP specification for free to rivals of Citrix and its ICA protocol, the de facto standard.
But what does not seem silly is her speculation about Microsoft giving away RDP. But again, something is out of whack? Why wouldn't MSFT give away the RDP client. Citrix does it all the time...oh I get it. She is saying MSFT was unable to give away the RDP client because of the CTXS/MSFT agreement that expires about now.
Well I have to say, in all the research I've done about this, I don't recall this being a part of the deal. But I certainly could have missed it. Maybe RDP is going to be given away. But I'm wondering even if MSFT gave the client away, like giving a web browser away(Ouch. I'm hitting MSFT while they are down), does that mean customer will not purchase MetaFrame?
Afterall, I don't believe the RDP client issue was causing 100% MetaFrame overlay on top of Microsoft's TSE deployments. BTW, the 100% overlay came from the CTXS Q2 CC(I think?).
But she did get the Prologue details right. My feeling was MSFT worked with Prologue to develop something that could compete with CTXS. Well MSFT used them for a little while, and then pretty much let Prologue die, as she stated. Opting to work with CTXS instead. But I'm guessing out of that came some enhancements to RDP. But it's truly just me speculating and not reporting any facts.
MikeM(From Florida)
*********************************
Marshall C. Phelps, Jr. Former IBM Intellectual Property and Licensing VP Joins GraphOn Corp. (GOJO) Board of Directors
LAS VEGAS, NV, November 16, 1999 - GraphOn Corporation, specializing in thin, server-based software that instantly web-enables applications, today announced that Marshall C. Phelps, Jr. has joined GraphOn's Board of Directors.
Until August 1999, Mr. Phelps was Vice President, Intellectual Property and Licensing for IBM Corporation and was responsible for IBM's worldwide intellectual property activities, licensing, standards and telecommunications policy. A Sloan Fellow at Stanford University Graduate School of Business and Managing Attorney for IBM's worldwide legal department in 1983, Mr. Phelps played a key role in assisting IBM with receiving the largest number of patents in the United States six years in a row. Mr. Phelps replaces Eric Kim, who returned to Korea for a five-year commitment to assist Samsung with strategic investments.
"We're very excited to have Marshall Phelps join our board of directors," said GraphOn CEO and President, Walt Keller. We believe his experience managing the world's most extensive intellectual property portfolio at IBM will be extremely valuable to GraphOn's intellectual property management." |
