sacto joe

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sacto joe
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  • Mac shipments continue to slide in Q4 as PC market grows

    There are ZERO metrics to measure Apple hardware outside of wild speculation based on generated revenue. It was literally predictable that, when Apple stopped reporting actual sales numbers, we'd see a huge decrease in "estimates" of Apple hardware sold.

    Also, the revenue compare over fy 2018 for Macs was actually better for 2 out of 4 quarters, and in Q4 fy '18, Mac sales were literally on fire, so that compare is somewhat questionable.

    So what hard numbers do these outfits have to base this on? How about none.

    And finally, the Big Lie continues, where Surface computers are bunched in with PC's but iPads are not. And iPads had a banner year last year.

    I see a lot of folks posting here who are attempting to ding Apple over these "reports" of dropping Mac sales. Amazingly, none of them are interested in questioning the numbers they are so overly fond of relying on.

    Haven't we seen enough of "cover-ups" in the news lately? Do we have to put up with it here as well?
    watto_cobra
  • Masimo sues Apple over Apple Watch patents, alleged theft of trade secrets

    From the article:

    Masimo and Cercacor warned Apple about potential legal violations, but the iPhone maker went on to pursue patent applications covering topics similar to those already patented by the medical technology firms. Lamego, named as an inventor on many of these patents, was "intimately involved" in the development of corresponding technologies at Cercacor and Masimo, suggesting the executive aped the sensitive IP on behalf of Apple.
    ——

    There’s nothing wrong with ‘aping,’ other than the term being a bit Victorian.   An inventor of technology obviously has deep knowledge of the subject matter, it’s his area of expertise.  If Cercacor and/or Masimo had non-competes in play with Lamego and he went to Apple to work on competing technology during the period when those non-compete agreements were in effect, then pursue that legal avenue.  But otherwise he has the right to make a living utilizing his area of expertise.  And ‘aping’ as they refer to it may be exactly how patented technology advances.  You start with a great idea, that someone else has patented, and you modify it to both make it better and to change the method utilized sufficiently to avoid infringing the patent.  Done all the time.  

    And to think Apple would hire away a patented inventor and then NOT take pains to ensure that his work for them builds on but doesn’t violate the patents held by his former employer?  That’s a stretch.  Of course Apple was aware of his inventions and the associated patents owned by his employer when they hired him away.  That’s the valuable deep knowledge they hired him to acquire.  So of course they would have taken great pains in this situation to ensure his work with Apple, while based upon his previous work, would be sufficiently modified to avoid infringement.   I’ll be surprised if the plaintiffs succeed on a single infringement count.  
    Not sure how you came to the conclusions you did.  They aren't based on any facts.  Your missive reads like hopeful fan-fic.  There is all kinds of wrong with aping ← that's copying by the way.  Not really sure what you seem to think it means.  Infringement -copying, aping, stealing; however you phrase it- is the primary accusation.  You're making logic leaps that are unsupported by logic.  Lamego and others do have a right to make a living.  They do not have a right to share trade secrets - which is what they're being accused of here, and Masimo is pursuing that legal avenue... along with infringement.  If you're suggesting they pursue legal action against Lamego instead of Apple, well that's crazy talk.  No one in their right or wrong mind would waste time doing that. 

    There's so much supposition following "You start with a great idea..." I can't even begin to address any of it.  Seems to be a fair bit of unreality. 

    If you want to convey the concept of stealing, you use the word ‘stealing.’  It’s pretty commonly understood that aping means imitation.  You perform
    a move in from of the monkey cage and the monkey imitates that move.  There’s no theft involved.   

    Also, my comment is not based in facts - those will come out in trial - but in experience.  What I write is what happens, often.  And truth be told, yes, it’s the employee and not his new employer who should be pursued for violation of a non-compete, if that’s the situation.  What you’re suggesting is that the plaintive should not do that right thing, but instead go after the money.  Isn’t that part of what’s wrong with the world?  But you suggest it’s what’s normal, which implies it’s okay. 

     If there’s patent violation then they should sue Apple, and I’m suggesting that that’s so incredibly obvious that Apple would have known about that eventuality and would very likely have conducted itself to avoid infringing.  Why is that so hard to believe?  That’s all I’m saying, not that they did, conduct themselves to avoid infringing, but that they would very likely see the potential for this coming when they hired away the deep domain knowledge and therefore likely would Have taken measures to avoid infringement.  To think otherwise would expect Apple to be incompetent.  And so very often those who imagine Apple to be incompetent are eventually proven wrong.  I just hope they all shorted the stock based on their faith that Apple is surely an incompetent and doomed organization.  Because I’ve been long with 7000 shares for 8 years.  

    One final note.  You accuse me of supposition.  Is that an issue, that I’m using supposition to outline my theory?  So what?  It’s a perfectly valid means of expressing thought.   Supposition just means “an uncertain belief.”  It says nothing about bias (fanboyism); it’s just a way to think through a possibility.  You’re muddy in your thinking that aping and stealing and copying all have the same meaning.  My guess is you use the term supposition as a derogatory term (also muddy thinking).  It’s not.   Words have meaning.  
    Bud, let's not play the semantic game because you're not doing it well and it's beneath you.  I clearly stated that aping meant copying.  It's exactly what I wrote. It's also what you tried not to write by subbing in another synonym: imitate or imitation which is the same as copies or copying.  Your monkey example; sub in copying and copies and the sentence never changes.  Theft was mentioned in relation to infringement.  The sentence is right there.  We're talking about infringement.  Whatever descriptor you want to use, that's what Masimo is claiming.

    They're suing for infringement... on 10 patents.  You trying to reframe it as if the employee issue is the focus doesn't even make sense.  So no, I'm not suggesting someone not do the right thing.  I am suggesting you should probably refrain from trying to shift the focus to the ancillary issue.

    You're making assumptions and building elaborate narratives around them.  Can't really argue against your imaginings.  You're wrong by the way.  There's a ton of fanboyism in your supposition.  You even get so fanboy'd that you go off on a tangent about shorting stock and doomed organization and your position on AAPL   All three of those are classic fanboy staples. I don't even wanna...

    In all your musings, it never seemed to occur to you that Apple could have simply calculated a cost/benefit analysis that an infringement verdict would cost less than the gains in using the IP. If it ever even came to that. That's something companies do all the time.   

    We agree that words have meaning.  That's why I chose the ones I chose and more importantly, placed them where I did.  Please don't remix my words.


    I believe if you read it back you’ll find you’re the one who introduced fan-fic (fan fiction?) into the conversation.  But you don’t want me to respond to that?  Too late. 

    And there’s absolutely nothing wrong with making suppositions and then weaving a narrative based upon them.  Are you unaware that this is exactly what detectives, when all the facts are not yet in hand, do in order to develop a theory of a case?  They make suppositions, develop a theory and then follow leads to either prove or disprove that theory.  I’m sorry you aren’t either familiar with, or comfortable with, that particular intellectual process.  Your discomfort doesn’t make it less useful a tool for developing a theory of what’s going on here.  Or are you saying (a) you have facts I don’t or (b) you just prefer to side with the plaintives in the same manner you believe you see me siding with the defendants?  You can’t eat your cake and have it too.   

    And you’ve made your own supposition when you put forth your alternate theory of cost/benefit analysis, which may also be the case.  We don’t yet know.  But I won’t tell you you don’t have a right to your suppositions and theory of the case.  
    Bud, you can respond to any you'd like.  Not sure why you're trying to remind me I introduced fan-fic into the conversation.  I know I did.  Intentionally, and nothing you've written subsequent has changed my opinion.  What you've written reads like fan fiction: an elaborate scenario where the good guy Apple is being pursued by the bad guy Masimo when the bad guy should be after the real mastermind Lamego.  And in your story, the good guy Apple couldn't have possibly done anything wrong because they would have done everything in their power to avoid it.  That pollyannic viewpoint seems - going full circle - like fan fiction.  

    So no one is trying to stop you from using supposition.  No one is against the use of supposition.  Not sure why you think I am.  If I gave you the impression I was against supposition, then I sincerely apologize.  That was never my intent.  What I am trying to get you to see is that I don't think what you're supposing is worthy of discourse.  That's why I said it reads like fan-fic. That's entirely different from not wanting supposition used.  Again, apologies for the confusion.  
    You don’t have logic on your side, CloudTalkin. I suggest you cut your losses.
    radarthekatwatto_cobra
  • Masimo sues Apple over Apple Watch patents, alleged theft of trade secrets

    gatorguy said:
    gatorguy said:

    From the article:

    Masimo and Cercacor warned Apple about potential legal violations, but the iPhone maker went on to pursue patent applications covering topics similar to those already patented by the medical technology firms. Lamego, named as an inventor on many of these patents, was "intimately involved" in the development of corresponding technologies at Cercacor and Masimo, suggesting the executive aped the sensitive IP on behalf of Apple.
    ——

    There’s nothing wrong with ‘aping,’ other than the term being a bit Victorian.   An inventor of technology obviously has deep knowledge of the subject matter, it’s his area of expertise.  If Cercacor and/or Masimo had non-competes in play with Lamego and he went to Apple to work on competing technology during the period when those non-compete agreements were in effect, then pursue that legal avenue.  But otherwise he has the right to make a living utilizing his area of expertise.  And ‘aping’ as they refer to it may be exactly how patented technology advances.  You start with a great idea, that someone else has patented, and you modify it to both make it better and to change the method utilized sufficiently to avoid infringing the patent.  Done all the time.  

    And to think Apple would hire away a patented inventor and then NOT take pains to ensure that his work for them builds on but doesn’t violate the patents held by his former employer?  That’s a stretch.  Of course Apple was aware of his inventions and the associated patents owned by his employer when they hired him away.  That’s the valuable deep knowledge they hired him to acquire.  So of course they would have taken great pains in this situation to ensure his work with Apple, while based upon his previous work, would be sufficiently modified to avoid infringement.   I’ll be surprised if the plaintiffs succeed on a single infringement count.  
    Not sure how you came to the conclusions you did.  They aren't based on any facts.  Your missive reads like hopeful fan-fic.  There is all kinds of wrong with aping ← that's copying by the way.  Not really sure what you seem to think it means.  Infringement -copying, aping, stealing; however you phrase it- is the primary accusation.  You're making logic leaps that are unsupported by logic.  Lamego and others do have a right to make a living.  They do not have a right to share trade secrets - which is what they're being accused of here, and Masimo is pursuing that legal avenue... along with infringement.  If you're suggesting they pursue legal action against Lamego instead of Apple, well that's crazy talk.  No one in their right or wrong mind would waste time doing that. 

    There's so much supposition following "You start with a great idea..." I can't even begin to address any of it.  Seems to be a fair bit of unreality. 
    Copying ideas is generally legal because patents protect implementations, not general ideas. This is why in nearly all product categories you have similar products from multiple competitors doing things a little differently. 

    Try again. 
    This one involves primarily trade secrets doesn't it, with a side helping of patents? 
    From the way the AI story is written it sounds like you have it backwards, it’s mostly about the 10 patents and a side of trade secrets by poaching.
    It is you who has it backwards. You might try reading the lawsuit itself rather than a summation on a blog before pointing fingers in my direction. 

    From the lawsuit, page one:
    "This action seeks relief from the theft of Plaintiff's highly confidential information and trade secrets, and infringement of Masimo's patents by defendant, and ownership of patents to or filed by Apple on subject matter that belongs to Masimo."

    The essence of the case builds around the theft of trade secrets. 
    Masimo wants Apple to stop using their IP, be compensated for what has already occurred, and want any patents that Apple filed for or obtained based on those "stolen trade secrets" transferred to Masimo ownership. 
    “Trade secrets” will depend specifically on the information disclosed when Apple was receiving information under the terms of the disclosure agreement(s) it had. That’s squishy without further detailed information.

    Apple will presumably fight this or not, depending on their interpretation of “winnable”. We can’t possibly know that.
    watto_cobra
  • Credit Suisse boosts AAPL price target by 25% but remains neutral on shares


    It makes zero sense to have a one year prediction that starts out LESS than the stock sits at on the day the prediction is made. Or is this a prediction of the low over the next year? In which case he should say so.
    dedgeckoSpamSandwichwatto_cobra
  • Apple shares shrug off war threat as analysts scramble to raise their targets

    "In using its cash to buy back its shares and retire them, Apple has concentrated the value of its remaining shares for its investors. The buyback program has also had the effect of taking shares away from traders willing to sell on negative news. That appears to have significantly eliminated the weak hands remaining among the company's investors, resulting in less irrational fluctuations."

    This. And the cherry on top is that Apple paid an average of about $155/share, and
     in the process removed a third of the shares they had outstanding from about 7 years back. This buyback process was belittled for years, and deemed a "gimmick". But that just kept the stock artificially undervalued for more years. Meanwhile Apple, which knew its own value far better than these armchair quarterbacks, just kept salting away all that cheap stock.

    This year, it appears that enough investors have finally awakened to the genius of Apple's buybacks to create a "run" on what is now a much-reduced pool of available stock - and one that Apple itself is still competing for! And why not? How long will it take, even if Apple buys back at the present valuations, before its average buyback price even gets to $200/share, let alone the $300/share it's presently going for?

    Meanwhile, those of us who have also salted away AAPL can watch our percentage ownership of Apple increase as Apple removes more and more shares from the market with its 
    enormous and growing cash flow, now surpassing $55 billion in net profit yearly. Heck, they are working hard just to get the cash they already have down to the point where income balances outflow, and that's going to take a couple of years, no matter what!

    The irony is that this has been talked about openly for years by those of us who aren't "professionals"....

    tmaybshankwatto_cobra