By this time, the readers know enough about what to look for and how certain aspects of the software technology realm look and act like to be able to do their own survey and comparison against the patent language.
Once they've done that, they end up getting a solid feel for why they're holding the stock.
The average person that wanders up, takes a look at VCSY without a technology knowledge, does a quick financial analysis and bails. That's what original_al is here for; to encourage average readers to get the quickest look and get out. His job is to ensure those who think only about money will see the worst case assumption about VCSY and they will be driven solely by the shareprice.
Thus, the Julie Krafts of the VCSY stock world belong to original_al. Don't you believe original_al's version, julie? That's what you believe now. What did you buy for?
You bought because the "logical" path to follow a Microsoft settlement with ANYbody in history said Microsoft settlement with VCSY would be "about" the same.
But, it was, as normnowak points out, not an "ordinary" event based on a view of Microsoft's history.
So, if you're driven by purely financial urges, you're not going to buy VCSY.
But the people with sufficient technology skills compares the financial aspects of the MSFT settlement with the diagrammed technological architecture, then compares that diagram with a diagram of the technology beginning to be made public and they question the shareprice valuation.
Mirror is slowly being forced back away from his BS line for the past two years, that the patents are worthless.
As I began saying in spring of 2008 (when discussing the signs pointing to a Microsoft settlement) the farther down the road past a settlement you go the more you're going to see the technology complexion of the software industry change toward an internet services base (mostly 744) that is interoperable (mostly 521).
(I say mostly since 744 and 521 compliment each other and provide much of the same benefits only at different scales.)
Now, mirror is being forced to acknowledge the patent language describes a system that can easily accomplish the kinds of "cloud" web services being announced by many large players for almost a year after the MSFT settlement with VCSY. Before summer 2008, those players could only play at the fringes and most could not play at all.
Those who've been studying know that. Those who don't have that acquiring resource are at the mercy of unscrupulous vultures like mirror. Unscrupulous because he uses his knowledge of technology to selectively word a line of BS made of partial truths and out of context inaccuracies. A vulture because he can only reach stragglers and those who don't have a knowledge foundation.
People like Julie Kraft bought based on emotion or poorly done DD. Both preparations generate the same driving force in the ignorant and educated alike. And mirror is there to apply the preparation liberally to every unhaired head.
Posted by Portuno Diamo
at 11:25 AM EDT
