teejay2012

There is a certain amount of schadenfreude anticipation going on here. While Apple certainly would not wish harm to come to anyone's phone, Apple users who were most vocal against side loading would likely take some pleasure in seeing side loaded EU phones melt.. not that they would LOL. Myself, I am happy not to have regulators here trying to give me more store choices as I am fine using the App Store. Full disclosure, I have 2 newer Android phones collecting dust here (given to me), but can't be bothered selling them. I prefer iPhone and iOS, even though the Android phones offer more user choices, and might have technical superiority in some areas. My prediction is that this will end up like Y2K where little happened as there was enough attention, that safety planning actually happened. Apple will do what it can to protect iPhone users, even the side loaders, as why wouldn't they? They are still important Apple customers after all.  But if their phones cause them serious security issues ... and they whine about it ... well, I might crack a small schadenfreude smile.

Massiveattack87 said:

Stabitha_Christie said:

Massiveattack87 said:

I told you that the stock will tank after their earnings out. 

AAPL will underperform in this year. 

This is the moment where AAPL shareholders get jelly at META (+12%!!!) and AMZN (+6%!!!!). 

It’s down 1.5% after hours.

so what you are saying is that you wrong when you said it would “tank”?

Over -3%.

It does not matter. 
AAPL will underperform in this year.

Tim Cook indicated weak iPhone sales for this year during the earning webcast. 

For fiscal Q4 2024, Meta earned $5.33 per share, an increase of 202.8% from $1.76 per share a year ago.

Revenue grew 24.65% to $40.1 billion from $32.17 billion a year ago.

Compare that to Apple's 2.05% revenue growth and EPS growth of 15.96% ($2.18 vs $1.88 a year ago).

I don´t know where those similar performances should come from at AAPL. 

I do not see any significant improvement from AAPL for this year. 

Among "Magnifcant Seven", TSLA and AAPL seem to be the biggest losers in this year. 

AppleZulu said:

Kuo is such a reliable authority. I'm sure you're all reading this on your 2023 foldable iPhone, too, right?

LOL... foldable iPhones are such hot items. Kuo has been wrong almost as often as he has been right. So slightly better than flipping a coin. Yet he is revered by Wall Street advisors who make money only when shares move. Announcing this before results is clearly intended to influence share prices.

deckert63 said:

Is Masimo a real healthcare technology firm or are they a patent troll? If the former, not sure why apple doesn’t pay them the license fees like they do Qualcomm. If the latter, may Masimo rot in special place in hell only reserved for patent trolls. 

Clear infringement by Apple should lead to payment but patents were never intended to be weaponized to the point of preventing inventiveness. That is what trolls do. In this case,  I believe that there is a better than good chance that the remaining 2 claims will be invalidated due to obviousness. The patent strategy by Masimo seems to have been a strategic firing at Apple, timed to the release of their W1 watch which Apple argues infringes design and functionality patents. That case is yet to come to court.  Masimo claims seem to center on some sort of 'opaque extrusion with chamfered edges' to allow light to better reach the sensor. A chamfered edge is a cut on the edge or corner of something that makes it slope slightly rather than being perfectly square. This seems very very trivial and if this 'invention' is what is causing the import ban, well I hope that Apple not only wins, but is able to assign all their legal costs and lost sales to Masimo. While I think that Masimo is not a 'non practising entity' troll,  they sure are acting like one.

flydog said:

igorsky said:

My understanding is the basis for the parent is that it’s an oxymeter on a watch. How in the world was something so general given as a patent to begin with?  Ridiculous. 

Your understanding is not correct. Maybe you should actually read the patents before spouting nonsense.

https://patents.google.com/patent/US10945648B2/en

https://patents.google.com/patent/US10912502B2/en

This might be helpful too https://www.inquartik.com/blog/apple-watch-masimo-pulse-oximeter-litigation/

Thanks for the links. They were useful.
“wherein the protrusion comprises opaque material configured to substantially prevent light piping and comprises one or more chamfered edges” is the patent for which hardware infringement was cited by ITC. Huh?  An opaque plastic rim around the O2 sensor on the bottom of watch? I bet the Masimo W1 watch as that feature. I don't know about you but this sounds ridiculously trivial.  Masimo may be a troll if that is their trade secret 'invention' they are litigating on. If Masimo loses and has all of their patents invalidated , it may be schadenfreude time.