Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Open Market (OMKT) -- Ignore unavailable to you. Want to Upgrade?

To: GRC who wrote (568)	8/19/1998 3:21:00 PM
From: Don Roberts	Respond to of 2004

More OMKT blocks down at 12 1/8 today ... institutions like it here. Small sellers (< 1000 shares) panic sold it when it broke 13 today down to 12 1/2, then slowly got out as it sank to 12 1/8. Big boys buying though. I'm holding ... OMKT is obviously shaking out the weak and being accumulated here. Shortie

To: GRC who wrote (568)	8/19/1998 9:21:00 PM
From: Doug (Htfd,CT)	Read Replies (1) \| Respond to of 2004

GRC, I doubt you're going to get detailed patent analysis here. I'm not a patent lawyer, but I've practiced law for over 20 years. From what little I understand, the analysis of the value and enforceability of a particular patent is complex and often requires years of developed technology (and often litigation between parties with competing claims) before the value can be ascertained. And then, the value may be inseparable. The tech world is filled with a complex of patents that together make up complex systems. Some patents never turn out to be worth anything. This is not to say OMKT's patents are or are not worth anything. Its just to say that the analysis of their value is probably beyond the scope of this board. One might pay tens of thousands of dollars for an analysis of the value of a particular patent in the context of a due diligence for an acquisition. That sort of analysis is unlikely to find its way here. I note that you've posted a lot in a discussion about the Internet Patent. So, perhaps you've more patent experience than I. In which case, I hope you'll correct the record if I misunderstand the patent situation. What I find more interesting and encouraging is the continuing investment in OMKT by money I'd consider "smart" ... Intel in June, and more recently CMGI, which has proven the ability to pick winners and develop them in conjunction with its other investments and strategic partners. If OMKT did not have something distinctive and valuable to offer, I doubt that CMGI and Heights Capital would have bought 1.3 million shares at about $15 direct from OMKT. Just my opinion, for what its worth. I bought my first shares of OMKT in August of last year, under $11, after watching it since it came public. I bought my most recently acquired shares last week. These depressions in Net stocks have come every two years or so. They are volatile. In both directions. Which is why I'm accumulating at these price levels. Doug (long OMKT)

To: GRC who wrote (568)	8/20/1998 12:55:00 PM
From: Analog Kid	Read Replies (1) \| Respond to of 2004

I agree with you that a potential problem with Claim 1 is that it comprises the buyer's computers. I would have thought that the patent would strictly involve "server-side" apparatus. Except for that, the claim is very broad and if valid is definitely valuable. Take this with a gain of salt, I am a newly minted patent agent (my background is computer science) and just glanced at the claim quickly. Maybe as you say some of the other claims are better. I am not long OMKT but have been following it closely. I am waiting for signs of positive earnings before buying (call me old-fashioned), even though I know I will pay more at that time.