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Posts by KPOM

Full disclosure: I'm long AAPL. I agree. Apple is trading at utility P/E ratios right now. "Analysts" are tough to figure out. On the one hand, they all seem to think that Apple is prime for a fall (hence the 9.76 forward P/E). On the other hand, they keep on ratcheting up expectations and putting out higher and higher guidance on the iPhone and iPad. At the end of the day, it comes down to this. Do you think that the management team and board that Steve Jobs left behind...
That was a German regional court. The EU investigation is completely separate. The German court was simply applying existing German law. The EU may separately determine that Motorola Mobility's use of the law, when viewed in light of other actions, amounted to anti-competitive behavior.
The crux of the debate is that to definitively assert a FRAND defense, apparently one needs to admit prior infringement. The net effect of this is that someone who genuinely believes a FRAND patent is invalid is caught between a rock and a hard place. Either pay the FRAND royalty and waive the ability to contest the patent, or take your chances in court. Apple has the resources to do the latter. But not every company does. This exposes a flaw in the FRAND system (one...
You're not a patent lawyer, so no, there's nothing wrong with that last bit. Enjoy the sales spike for as long as it lasts.
Apple approached Motorola years ago about licensing the patents on FRAND terms. Motorola Mobility decided to play hardball. Apple is more than happy to settle out of court. Nokia is a good example. Nokia has far more patents than Motorola Mobility and has done more to develop mobile communications standards than anyone else. They had a brief war of words, but then later came to an amicable settlement.
I disagree. Motorola Mobility was looking to use a rather ordinary patent as a gold mine, much the same way that Microsoft has done with Android licensees.
The whole dispute seems to be over the royalty amount. Apple wants to pay FRAND rates while disputing the validity of the patent. Motorola Mobility wants to charge more than FRAND for that period from 2007 to whenever it was that Apple first approached them about a license.Neither stock is moving much today, so I'm guessing what will happen is that this will force a relatively quick settlement, depending on what results Apple gets at the appeals court.Given that the EU is...
How so? Motorola apparently refused to license the patents on FRAND terms because Apple wanted to reserve the right to contest the patent. It sounds like Motorola was the one overreaching. Anyway, Motorola's attorney in Germany is also the same one who got the Samsung injunction lifted. Perhaps Apple should think about switching law firms. It sounds like the only matter under actual dispute is the amount of royalties Apple will pay Motorola. Apple wants to pay FRAND rates...
These sound like FRAND patents, since they are essential to the GPRS standard. I'm a bit surprised the court didn't just order monetary damages, but German courts seem to have one weapon only (product bans). Apple isn't being hit in pre-market trading, so I'm guessing that the two sides will just settle this.
So far, courts seem to be very reluctant to block sales of products, perhaps because the industry moves so rapidly. It will be interesting to see how many units Samsung actually manages to sell. There is no competition from the Kindle Fire in Australia, at least not yet. Here in the US, the Tab has been on sale for quite a while, but hasn't gained much attention or traction because of the Fire. Also, Samsung has lost several bids to block the iPhone 4S. My guess is that...
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