CLEARWIRE CORPORATION (CLWR): RISK HAS GONE UP

We continue to see the spectrum owned by Clearwire Corporation     (CLWR)  as very valuable.   Our thesis has been that mobile devices will continue to proliferate requiring more and more spectrum.   Sooner or later, a bigger firm requiring spectrum will turn to  Clearwire.   Sprint (S) owns

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APPLE (AAPL) GREETING CARD APP: NEGATIVE FOR SHUTTERFLY (SFLY) AND AMERICAN GREETINGS (AM)

Shutterfly (SFLY) and American Greetings (AM) derive signicant revenues from letting consumers print their greeting cards.   Apple (AAPL) has just introduced an app that allows consumers to print greeting cards.   We expect similar apps to proliferate on Android and Windows.   This is a negative development for Shutterfly

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VIRNETX HOLDING CORPORATION (VHC): PATENT REEXAMINATION ORDERED

VirnetX Holding Corporation (VHC)  stock is dropping on patent reexamination news.  United States Patent and Trademark Office website has ordered a reexamination for application number 95/100,682 regarding patents entitled “Agile Network Protocol for Secure Communications with Assured System Availability,” which is assigned to VirnetX  (VHC). Previously Apple (AAPL) filed a

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