Technology Stocks | VHC - VIRNETX - Mobile internet security - Hottest technol


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From: wallstreeter9/7/2010 1:35:35 PM
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Great analysis Article of the multi billion dollar value of VHC's patents.

seekingalpha.com 


Back when I first started covering VirnetX in 2006 they were an unknown company trading at a mere $.50 cents while having a small market cap around $25M. Then in early 2007 they sued Microsoft for patent infringement and after going through the legal system prevailed with a huge judgment which was finally settled out of court for $200M. This win has paved the way not only legally, but financially to go after the other companies that have also been infringing. They recently filed against Apple, Cisco, NEC and Aastra. Of course the company now proudly boasts a market cap of over $400M and its stock hit a record high of $8.87 on Friday, up 12.85% on volume of over 2 million shares.



It is anticipated that once a precedent has been set on the legal front it is much more likely that the latest companies in the crosshairs will license as opposed to battling in court. If you can beat a titan like Microsoft, others are apprehensive to want to test their skills against you in the legal ring fearing they will face the same fate. If and when new licensing deals are announced, one would expect the market cap of this gem may continue to climb.



Despite the move over the last year resulting in the shares being up almost eight fold from their lows, this story could still be just getting started. Currently there are rumors of potential suitors looking to take them out, makes sense to me. If that’s in the cards, the suitors better get moving since any new settlements or licenses will only add to the eventual sales price. In reality, it is just right after the critical first win
that most companies like VHC would be the biggest target. The reason being that management has just accomplished their major goal; they have validated their patents and monetized them in the form of the first precedent setting settlement. Now, it’s a matter of duplicating that initial effort and leveraging the financial resources to further monetize the IP across a broader range of infringers. My guess is they have not had any lack of interest at the front door about possibilities of being acquired since the settlement with Microsoft. An acquirer knows that VHC has already done the hard work and that the true value of their validated IP, when placed inside the scale of a multi-billion dollar company, could be finally unlocked on a broad scale.


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To: wallstreeter who wrote (1)9/7/2010 1:37:15 PM
From: wallstreeter   of 28
 
9 year highs!!! Up big today again on huge volume 9.41 now

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From: wallstreeter9/9/2010 4:04:55 PM
   of 28
 
Gapped down to 9.2 today and recovered in a big way to fill the gap and to end up at 10.25. Awesome with great volume.

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From: wallstreeter9/13/2010 7:19:08 PM
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Ended the day at 11.17 Made 9 year highs again. This stock appears headed into the high teens short term and higher long term with their billion dollar patents in the hottest sector out there (mobile security).

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From: wallstreeter9/28/2010 10:24:19 PM
   of 28
 
Closed after hours at 14 bucks. VHC is making new 10 year highs almost daily. Theres no stopping this stock now.

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From: wallstreeter9/30/2010 3:50:05 PM
   of 28
 
Just made another 10 year high in the 14.60's and keeps going up every day, and the market still hasnt realized the multi-billion dollar worth of vhc's patents yet. Its gonna be a fun ride.

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From: wallstreeter10/2/2010 7:56:01 PM
   of 28
 
Another 10 year high closing at 15.15 after hours. This stock just keeps going up.

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From: wallstreeter10/2/2010 8:02:29 PM
   of 28
 
Great post describing all the exciting things happening and going to happen with VHC. Great post thanks to stockinvestor 777
Enjoy folks!!

messages.finance.yahoo.com 



VHC's Vision & Focus 2-Oct-10 08:35 am The pieces continue to move into place, and it is VirnetX that owns the patents for the secure VPN technologies that will, and must, be utilized by the entire industry, and the reality is is that VirnetX essentially owns the patent on the wheel vis-a-vis its VPN and 4G-related security patents. And, technology titans and WallStreet are beginning to understand, realize, and accept that VHC has, and owns, precisely that which the entire industry must have in the way of ensuring truly secure-seamless communications.

Try to remember and recognize that VHC is in the midst of ushering in a paradigm shift in real-time secure Internet communications - - which takes time, especially when dealing with big companies and new technologies. The entire foundation from which real time communications security has been modeled will be permanently altered as VHC's patents are licensed, developed and implemented. VHC is redefining security for the entire communications spectrum in the world of secure communications.

________________________________________

A recap of a few of the different valuable parts to and opportunities of VirnetX include:

1. Litigation/patent-infringement lawsuits, including multiple other known infringers like CSCO, Apple, NEC etc. (So far, VirnetX has collected $200 million in cash). The Apple, Cisco and NEC litigation involves a comprehensive list of infringing products (including the iPhone, iPad, & iTouch) that amount to annual sales of over $160 BILLION. In contrast, the MSFT case involved under $40 BILLION of Microsoft infringing product sales for multiple years. This new case is far, far larger.

2. Licensing Arm - licensing its IP, including licensing pertaining to embedding its patented technologies into network infrastructures, operating systems, or silicon chips in any number of 4G/LTE devices. This includes licensing for VHC's essential patents for complying with the Series 33 security reqiurements for 4G/LTE mobile devices.

3. GABRIEL Connection Technology - software, multiple uses and applications as it relates to GABRIEL's functionalities and features. (Status: GABRIEL Beta testing was launched on 12/08/2009).

4. Secure Domain Name Registry/ DNSSEC - (including two new patents - 504 and 151 patent)VHC has the solution for DNSSEC, and VirnetX is boldly claiming ownership of Secure Domain Names/Registry. To date, no one has disputed VHC's exclusive claim.

5. Secure Mobile Payments -(Visa, Mastercard, American Express, etc.) - Pay close attention to this evolving space, which must have the VPN and 4G security specifications and technologies created through utilization of VHC's patents. The "Secure" Mobile Wallet must have VirnetX's secure VPN and 4G patented security technologies and solutions.

6. Securing Automobile Internet Connectivity (4G Mobile on Wheels): I believe it is inevitable that VHC will participate in this space as its secure VPN-related and 4G mobile security patents are the only impenetrable security solution, and VHC's solutions must be utilized and embraced by the entire industry. Indeed, I believe VHC already is in discussions with the auto-makers and/or major players in this rapidly-evolving area of Internet connectivity and mobile devices. [Note: Cloud Computing is yet another area for VHC.]


Enjoy as this story continues to unfold over the next 12 months. The rewards will be great.....stunning.

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To: wallstreeter who wrote (8)10/2/2010 9:41:53 PM
From: wallstreeter   of 28
 
My appologies, Post the great info posted in message 8 is originally by Plotinus of the yahoo vhc message. Again great info

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To: wallstreeter who wrote (9)10/5/2010 4:11:43 PM
From: wallstreeter   of 28
 
VHC another 10 year high at 18.52 with over 5.5 million shares traded. This thing is creating now all time highs almost daily now. What a stock

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