I don't really think this decision will bear much weight in the China case. If I understand correctly, what Apple argued was that the case was being properly tried in China and that this case really should have not been brought.
Yes, I am an Apple investor since the late 90s.
But, as usual, you miss the real point which is that companies should not exist just to shift units but to make money. Most units sold is basically a pissing contest unless it correlates to profitability. Companies don't exist to give you a great deal but rather to extract as much as they can from you. This is capitalism. If you think you are being overcharged, buy something else.
This will eventually have a negative impact on Apple's margins. But the more interesting thing to watch for is how these reduced margins will impact Apple's competition. I think Apple is, in a way, happy to see upwards pricing pressure in the future for what it will do to the competition.
They pay their fair share based on the current US tax code. Scream at Congress who both spends your money and makes up the rules for taxation along with the many loopholes (and don't think these were oversights) created.
I guess I am odd but I look to see how much profit these companies make from their endeavors. It matters not a whit to me what position Apple ranks in unit sales if they are bringing home the largest share of profits.
You make some good arguments but most all of these situations could be "scheduled." Certainly, volume discounting is a standard practice. The point you make about Samsung and RIM is a good point but clearly many of these situations can be handled as payment penalties and pre-payment rewards (discounts) — all standard practice in industry any way. In general, for something to be non-discriminatory, the base price needs to be the same for everyone. Whatever deals get...
What I find most annoying about this is that, once gain, Apple is accused of violating a FRAND-encumbered patent that Motorola has chosen to offer only in a discriminatory manner. I truly hope the EC and FTC look into these practices (by ALL parties) and takes action. My personal belief is that once a patent is declared standards-essential and available through FRAND terms, that the patent holder must publish pricing included any opportunity for discounts....
I've said all along that this would be settled politically and I believe this confirms that. Don't think for an instant that this was not a topic of conversation when Tim Cook met with Chinese government officials. I am pretty certain the Chinese government had no intention of allowing anything that might jeopardize Chinese jobs long-term (which this issue has the potential to do) to happen and was the reason I said that the opaqueness of the Chinese justice system was a...
I believe the purchase of Motorola and all this co-branding (which is essentially annointing "winners") will have a very negative in the long-term growth proposition for Android. If I am a ODM, I'd be looking at Windows as a more neutral playing field, especially considering that Android handset makers are already paying royalties to MS.