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Friday, March 25, 2011

Long term litigation play - Mosaid Technologies Incorporated (TSX:MSD)

This is a decent litigation play. I love litigation. It is an incredible business tool when properly used.

Check out Mosaid Technologies Incorporated (TSX:MSD). This company apparently holds the patent for IEEE 802.1 or what's more commonly know as Wi-Fi. Mosaid is ramping up to sue some fairly large companies such as Dell, RIM, and Intel. Now normally this would be such an issue as small firms in the past has tried to sue these companies for patent infringement but in this case, there is some concerning precedent such as LG corp paying licensing fees for aforementioned wireless technology. Please see the below article from market-wire and please bear in mind that litigation and court battles are very lengthy and could not be fruitful for a couple years. A long-term play seems ideal.

MOSAID Files Wireless Patent Infringement Litigation
By Marketwire - 03/17/11 - 11:45 AM EDT
OTTAWA, ONTARIO -- (Marketwire) -- 03/17/11 --

MOSAID Technologies Inc. (TSX: MSD) today announced that it has initiated wireless patent infringement litigation against the following companies: AsusTek Computer Inc.; Atheros Communications, Inc.; Canon U.S.A., Inc.; CSR plc; Dell, Inc.; Digi International Inc.; Huawei Technologies Co., Ltd.; Intel Corporation; Lexmark International, Inc.; Marvell Semiconductor, Inc.; Murata Manufacturing Co., Ltd.; Ralink Technology Corporation; Realtek Semiconductor; Research in Motion Corporation; Wasp Barcode Technologies, Ltd.; Wistron Corporation; and Venture Research, Inc. The suit was filed on March 16, 2011 in the United States District Court for the Eastern District of Texas, Marshall Division.
MOSAID believes that the companies have infringed and continue to infringe MOSAID's patents by making and selling products that comply with or implement the IEEE 802.11 family of communications standards, known as Wi-Fi. The standards-essential patents in suit are MOSAID's U.S. Patent Nos. 5,131,006; 5,151,920; 5,422,887; 5,706,428; 6,563,786 B1; and 6,992,972.
"Since 2008, we have licensed our portfolio of wireless patents and applications to 15 companies that have recognized the value of this intellectual property," said John Lindgren, President and CEO, MOSAID. "We believe that all companies offering products that implement the Wi-Fi standard require a license to our wireless patents."
MOSAID Technologies Inc. is one of the world's leading intellectual property companies. MOSAID licenses patented intellectual property in the areas of semiconductors and communications systems, and develops semiconductor memory technology. MOSAID counts many of the world's largest technology companies among its licensees. Founded in 1975, MOSAID is based in Ottawa, Ontario. For more information, please visit www.mosaid.com and http://investorchannel.mosaid.com
Forward Looking Information
This document and certain other public documents incorporated by reference in this document, contain forward-looking statements to the extent they relate to MOSAID or its management, including those identified by the expressions "anticipate," "believe," "could," "estimate," "expect," "foresee," "intend," "may," "plan," "will," "would" and similar expressions. Similarly, statements in this document that describe MOSAID's business strategy, outlook, objectives, plans, intentions or goals also are forward-looking statements. These forward-looking statements are not historical facts, but rather reflect MOSAID's current expectations regarding future events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results, performance or achievements to differ materially from those in such forward-looking statements. Assumptions made in preparing forward-looking statements and financial guidance include, but are not limited to, the following: MOSAID's continued expansion of its patent portfolio and of its opportunities for future patent licensing revenue as a result of MOSAID's acquisition of patents from third parties and from development of new inventions; semiconductor and telecommunications product vendors continuing to infringe MOSAID's patents; the timing and amount of MOSAID's litigation expenses; MOSAID's ability to sign new patent licensees; current assumptions as to the identification of products that are unlicensed to MOSAID's wireless patents; and the timing and amount of MOSAID's Research & Development expenses.
Factors that could cause actual results to differ materially from expected results include, but are not limited to, the following: MOSAID's ability to negotiate settlements with licensees; legal rulings and/or regulatory investigations, audits or complaints having an adverse impact on the validity, enforceability, royalty rates, potential royalty rates, and strength or breadth of coverage of MOSAID's essential and/or nonessential patents (including, but not limited to, adverse results from litigation or proceedings in patent offices and government regulatory agencies in various countries around the world); judicial, legislative or regulatory changes that impair the ability of patent holders to earn licensing revenues; worldwide economic conditions and demand for technology products; economic, social, and political conditions both globally and in the countries in which MOSAID or patent licensees operate, including conflict, war and, other security risks, health conditions, possible disruptions in transportation networks and fluctuations in foreign currency exchange rates; non-payment or delays in payment by or insolvency of licensees or other debtors; variability in patent licensees' sales of licensed products; failure to maintain and enforce MOSAID's existing patent portfolio, or failure to obtain valuable patents as a result of R&D activities, or failure to acquire valuable patents from third parties; MOSAID's ability to recruit and retain skilled personnel; change in MOSAID's financial position; consolidation of MOSAID's licensees; natural events, such as severe weather and earthquakes in the locations in which MOSAID or patent licensees operate; and changes in the tax rate applicable to MOSAID as the result of changes in the tax law in the jurisdictions in which profits are determined to be earned and taxed, the outcome of tax audits and the ability to realize deferred tax assets.
Except as may be required by applicable law or stock exchange regulation, we undertake no obligation to update publicly or release any revisions to these forward-looking statements to reflect events or circumstances after the date of this document or to reflect the occurrence of unanticipated events. Accordingly, readers should not place undue reliance on forward-looking statements. If we do update one or more forward-looking statements, no inference should be drawn that additional updates will be made with respect to those or other forward-looking statements. Additional information identifying risks and uncertainties affecting MOSAID's business and other factors that could cause MOSAID's financial results to fluctuate are contained in MOSAID's Annual Information Form, under the section entitled "Risk Factors," and in MOSAID's other public filings available online at www.sedar.com.
Contacts: MOSAID Technologies Inc. Michael Salter Senior Director, Investor Relations and Corporate Communications 613-599-9539 x1205 salter@mosaid.com

Friday, March 11, 2011

Abscense and a Warm Return

Hello all!

I just would like to thank everyone for their encouraging posts, private messages and emails I have been receiving about the Critical Mass Blog. I appologize for the abscence as life and the markets have thrown a curve ball at the Critical Mass Group and thus affected the posting frequency (or lack there of, if you will) on the Blog. Your correspondence to me over the past few weeks from many of you have really encouraged me to be more active on the blog.

For me, the blog was my way of reaching out to the financial community (in the small capacity as it is) to help provide the most accurate and relative information to my readers so that you can trade and invest with the most informed decisions possible.

I have also found that as for some of you, as my blog is a learning tool for you, it is also a learning tool for me. I value my readers feed by and oppinions that you post, message and email me and I learn from them to help broaden my knowledge of the markets.

Please stay posted as I will be posting more articles more frequently and I also am open to requests if you are looking for a specific commentary on a topic.

Thank you again and please keep in mind to read my disclaimer which applies to all posts and to understand that all investment, trading, and any other financial decisions remain solely with you.

Critical Mass Blog

Wednesday, March 10, 2010

New Long Term International Play to be posted soon

Hey All,

Sorry that it has been so long since my last post. I have been extremely busy moving Critical Mass Group ahead. As posted on the Critical Mass Investments page (http://www.criticalmassgroup.com/investments), we will be launching our investment service where members can sign up for free email alerts on hot small-mid cap stocks and options. We will be providing a new website with the service where members can in addition for a small monthly fee can have access to premium alerts and privileged postings in the premium members area.

For the short run, we will be posting a long term international investment strategy for your consideration. I will be posting it in the next few days.

Please refer our blog to your friends and colleages and feel free to donate on the side bar via paypal. :)

Solid returns friends and happy trading,

Matthew Sheppard-Brown
Critical Mass Investments
Critical Mass Group Ltd.

Thursday, January 14, 2010

Critical Mass Ventures - New Product Development

The Critical Mass Ventures division of Critical Mass Group is currently undergoing due diligence processes and patent research as it designs and develops a new product for the recreational sport and health industry. Once due diligence is completed, patent filings will commence in the coming weeks. Contact for more details.

Critical Mass Group is currently looking to raise $10,000.00 for initial capital to inject into the ventures division. Please contact me for additional details.

Matthew Sheppard-Brown
Critical Mass Group

Tuesday, August 25, 2009

New Website and Launch of the Critical Mass Group

Hello all.

As most of you may have noticed, it has been quite a while since we have posted last. This economic downturn has kept us very busy as we are sure it has for most of you. You will be happy to know that we will soon begin to post again on a regular basis and rejoin our esteemed colleagues whom provide so many readers vital market information and education on a daily basis.

As well, we have finally launched the Critical Mass Group which will offer various services from consulting to private investments. We are very pleased with Critical Mass to move to the next step. We will continue to use the Critical Mass Blog to provide readers with relevant and concise market information but as well as press releases for the Critical Mass Group and its various subsidiaries.

Please Bookmark and visit the site for your consideration:


Looking forward to the near future,

Critical Mass Group

Wednesday, October 8, 2008

The Blackberry Storm Canadian Release. Long Term Fundamental Analysis Not So Hot For RIM.

In North America today, was the official news release of the Blackberry Storm. A sleek and sophisticated looking smart phone device, will clash in the global wireless markets against tough rival, Apple iPhone. The device will work both on GSM and CDMA networks, depending on the provider. It features 3.2 Mp camera, video recording, Haptics (a touch-response technology that lets you feel the screen and push down to make selections), horizontal and vertical screen flip, complete media features, streaming media. A very exciting new addition the the Blackberry family.

Unfortunately, the release could not have come at a worse time. With the global economy on a slowdown and the systematic failures of the United States financial markets, a massive client base of the Blackberry is drastically reduced. It is perceived that roughly 90% of the worlds major financial, banking and insurance communities trust their wireless communications to Blackberry. With the collapse of these commercial financial houses, we should see a massive reduction in RIM earnings in both handset sales, and enterprise contracts with large corporations. A confirmation of this decline is inherent in the -52% performance in the past 6 months.

Long term Put positions in the 50-40 strikes seem to be optimal.

Sunday, October 5, 2008

Feeding Frenzy! Wachovia is nothing but a piece of meat...

According to the WSJ, Wells Fargo and Citi Group have struck up an agreement to tear apart Wachovia and divide the spoils among themselves. It seems very similar to two starved dog's thrown one AAA sirloin steak. This will probably have a negative impact on WB shares on Monday but with the markets where they are, who knows. 

My original position were to hold call options on WB as this institution was perceived to go back up by March. The assets being torn apart will most likely change my play on Wachovia. We shall see tomorrow morning.