gprovida
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Masimo has spent $100M in Apple Watch patent infringement fight
Apple is reluctant to lose control of critical tech. Masimo’s demands that its patent wins require using Masimo’s patents guaranteeing big buck for Masimo in the future. Therefore if Apple can’t disqualify Masimo’s patents, then it will replace the tech going forward.I fail to see Masimo’s as some kind of crusader but rather a shrewd company intent on currying favor in public while raking in the big bucks. I hope Apple succeeds in its efforts since their long term goal is blood sugar testing to guide insulin injection. If Masimo’s offers better tech than Apple or other develop Apple would prob adopt with some leverage on cost negotiation.I get Deja vu of Samsung, Qualcomm, … patent fights. -
EU proposes breaking up Google over anti-competition concerns
These regulatory actions almost never get the outcomes they expect or desire. Compound this the apparent focus by EU on US tech companies who have been very successful leads to the conclusion that the decision making is intended to punish these companies in favor of EU companies. EU companies failure to compete is more related to regular story, legal, and investor reward obstacles only weakly related to competition.Note there are similar pressures in US punishing very successful companies, but generally these are not as effective. An example is the US sadly legislative resistance to privacy primarily as a profit/revenue driven lobby efforts as well as legal overreach regarding encryption. -
Warren Buffett reduced stake in Apple at end of 2018