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Technology Stocks : Intermec Inc. (formerly Unova Corporation) -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (175)6/1/2006 11:35:32 AM
From: deeno  Read Replies (1) | Respond to of 222
 
"Alien's IPO is in real trouble I bet."

I Dont think that would be good for the industry

"They don't have the resources, or the technology"

Interesting comment. the resources? find very few private companies with as much VC and private equity money that seems available to these guys. They seem to have plenty of cash to wage a war and plenty of investors to replenish that cash.

or the technology? Do you mean you don't think they can come up with Gen2 products that don't infringe on IN patents? Think Alien can get them invalidated? What about GEN 3 and beyond? They dont have the brainpower?
"



To: Bill Harmond who wrote (175)6/1/2006 11:39:17 AM
From: Cooters  Read Replies (2) | Respond to of 222
 
I would tend to disagree.

I would like Carranza to offer a general opinion on this, isn't this a time where if Intermec has a shadow of a doubt they would want to settle with Alien in a cross-license. With licensing already in hand I see IN has a lot to lose. So my question is what does IN have at stake if they settle and what is at stake with existing licensees if they lose?