SI
SI
discoversearch

 Technology Stocks | Apple Tankwatch


Previous 10 | Next 10 
To: Lahcim Leinad who wrote (17817)3/28/2012 12:48:17 PM
From: Kurthend
   of 30314
 
Sly made .73 percent on the short from $615 to 610 and change. Fed taxes at around 25%and state taxes at around 5% and he pocketed 70%which equals to about 1/2 of one percent. Sounds like. A joke to me.

Share Recommend | Keep | Reply | Mark as Last Read


To: Lahcim Leinad who wrote (17830)3/28/2012 12:53:30 PM
From: John Koligman
   of 30314
 
This person thinks RIMM patents are worth 2.5B... Throw in their cash and data biz and perhaps we are not too far from the point where the phone biz is valued at zero...

Regards,
John

Research In Motion Patents Worth Just $2.5B, Analyst Says
If you were counting on the value of the patent portfolio at Research In Motion to bail you out of losses in the stock, maybe you should think again.

Jefferies analyst Peter Misek has taken a deep dive into the smartphone patent mess, in particular sorting through the patent situation in LTE, in an attempt to figure out who controls the most important intellectual property in the sector. Misek notes in a new report that there are three key areas where patents are concentrated: hardware, software and wireless technology. “Due to the death of companies with substantial patent portfolios in all three areas, we conclude that the patents wars are far from over,” he writes, adding that his findings support his bullish case for Apple and a cautious stance on RIMM.

Here are some of his key conclusions:

  • Misek notes that Apple has patent strength in hardware and software, but “could be stronger in wireless.” He notes that company’s role in the group – Apple, EMC, Ericsson, Microsoft, RIMM and Sony were all involved – that recently acquired Nortel’s patent portfolio for $4.5 billion improved its position, but that it still trails many of its rivals in that area. He contends that Apple could improve its position in LTE patents significantly by acquiring Interdigital, a wireless IP company that is actively seeking bids. Misek thinks Apple and Microsoft are the most likely buyers.
  • He says that RIMM’s patent portfolio has a liquidation value of only $2.5 billion – and that the company has very few important patents covering LTE technologies.
  • He estimates that of the $12.5 billion Google is paying for Motorola Mobility, the company’s patents alone are worth $5 billion to $7 billion. He estimates that the set-top box business is worth $1.5 billion, with the Motorola handset business worth $1 billion to $3 billion. (Motorola also has $3 billion in cash.)
Misek goes on to estimate which companies have important LTE patents, and guesses at what those holdings might be worth. He defined an essential LTE patent as one that “related directly to technology that is strictly required to meet the technical specifications of the LTE standards.”

Here’s what he came up with:

  • The Nortel portfolio, he estimates, includes 4% of the “essential LTE patents,” with a value of $1.35 billion.
  • LG, he says, has 23% of the key patents, worth $7.9 billion.
  • Qualcomm, 21%, $7.3 billion.
  • Motorola Mobility, 9%, $3.3 billion.
  • Interdigital, 9%, $3.3 billion.
  • Nokia, 9%, $3.1 billion.
  • Samsung 9%, $3.1 billion.
  • ZTE 6%, $2.1 billion.
  • Ericsson 2%, $600 million.
  • Research In Motion 1%, $400 million.
  • Huawei 1%, $200 million.
  • Freescale, 1%, $200 million.
  • NEC, 1%, $200 million.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


From: Doren3/28/2012 12:54:09 PM
   of 30314
 
Google proposes Android revenue for Oracle: filing

reuters.com

Oracle said, however, that the proposed damages from Google are too low, according to the document, which the two companies filed jointly.


------

Ouch!!!

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)


To: Doren who wrote (17838)3/28/2012 12:59:32 PM
From: iggyl
   of 30314
 
Oracle should just go for the 2.25% of revenue per patent like Googorola is claiming.

Share Recommend | Keep | Reply | Mark as Last Read


From: sylvester803/28/2012 1:07:24 PM
   of 30314
 
Apple releases the new CrapPad, can anyone really tell the difference?
by Kevin Michaluk on 28 Mar 2012 12:13 PM

On Monday I was traveling home from the USA, and our own Adam Zeis put up a post here on CrackBerry telling our readers to check out iMore's review of the new iPad. It didn't go over very well with many of our CrackBerry faithful. To be fair, we've been cross posting hero device reviews for years now. Yes, iMore told their iOS faithful to check out CB's review of the PlayBook when we posted it. But had I not been traveling, here's the post I would have wrote...



While RIM's BlackBerry PlayBook is busy innovating with gesture-based interfaces and powerful, open development options, Apple has just released their 3rd generation iPad that's... hang on... looking... looking... Um... almost identical to the last iPad as far as I can tell. It's got a better screen and a faster radio, which makes us wonder if that's all Apple fans have really been complaining about all these years? You can go and read the really long review over at iMore if you absolutely have to, but I doubt any PlayBook fans will be switching over any time soon. In fact, I'm not sure what Apple would have to do at this point to get our attention? Maybe update that 5 year old interface? Consider a new form factor? Make a Porsche or Ferrari designed model?

Wake us up when iPad 4 hits. Or maybe not. Visit CrapPad.com if you do want to check out the full review. Stay classy CrackBerry.

Share Recommend | Keep | Reply | Mark as Last Read


To: FUBHO who wrote (17831)3/28/2012 1:22:31 PM
From: sylvester80
   of 30314
 
Q1 growth of 30% after a blockbuster Xmas quarter (where CRAPple is looking at a decline) is amazing... Samsung is becoming huge in smartphones... they came out of nowhere in smartphone 2 years ago and look at them now... and they have an advantage nobody else does... cutting edge engineering, processors, memory, fabs, displays and manufacturing.

Share Recommend | Keep | Reply | Mark as Last Read


To: Doren who wrote (17838)3/28/2012 1:34:11 PM
From: sylvester80
   of 30314
 
Google offered to pay Oracle roughly $2.8 million in damages on the two patents remaining in the case, covering the period through 2011, according to a filing made jointly by the companies.

For future damages, Google proposed paying Oracle 0.5 percent of Android revenue on one patent until it expires this December and 0.015 percent on a second patent until it expires in April 2018.

LMFAO... too funny... I wonder what happened to all the billions that Lachim and iggy were sure Oracle was going to get from Google... ROTFLMFAO... too funny...

Share Recommend | Keep | Reply | Mark as Last Read


From: sylvester803/28/2012 2:01:38 PM
   of 30314
 
AMAZING VIDEO:

Share Recommend | Keep | Reply | Mark as Last Read


To: John Koligman who wrote (17837)3/28/2012 2:07:46 PM
From: Lahcim Leinad
   of 30314
 
An Aggressive Bet Against Research in Motion - Barrons.com

Share Recommend | Keep | Reply | Mark as Last Read


From: zax3/28/2012 2:13:49 PM
   of 30314
 
Next up, the iPhone 4S's complete bullsh*t claim of 4G connectivity...

U.K. and Swedish regulators follow Australia’s lead, examine ’4G’ iPad claims
By: Dan Graziano | Mar 28th, 2012 at 12:50PM

bgr.com



Earlier this weak, Australian regulators claimed that Apple was misleading consumers with false promotions and advertisements for its new “4G” iPad tablet. While the new iPad supports some 4G LTE networks, users in most regions are stuck with HSPA and HSPA+ 3G networks. After the allegation, Apple began to offer refunds to Australian iPad owners who felt duped by the company’s 4G claims. Now, regulators in the U.K. have confirmed that they are looking into various complaints regarding the new iPad, Pocket-lint reports. The Wall Street Journal is also reporting that Sweden’s Consumer Agency is considering an investigation into whether Apple’s “4G” marketing is misleading as well. Apple has not addressed the matter publicly.

Read [Pocket-lint] Read [WSJ]

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)
Previous 10 | Next 10 

Copyright © 1995-2014 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.