Comments on Vijay Nagarajan's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/vijay-nagarajan/articles http://seekingalpha.com/article/75558-qualcomm-beyond-mobile-phones?source=feed#comment-541584 541584 Wed, 10 Jun 2009 23:24:06 -0400 http://seekingalpha.com/article/84857-revisiting-my-3g-iphone-predictions?source=feed#comment-522188 522188 Thu, 28 May 2009 21:07:27 -0400
What do you think of IDCC today? Thanks very much.]]> http://seekingalpha.com/article/84413-interdigital-and-the-itc-staff-report-some-thoughts?source=feed#comment-207388 207388 Wed, 16 Jul 2008 23:39:54 -0400 http://seekingalpha.com/article/84256-interdigital-samsung-itc-case-waiting-for-a-decision?source=feed#comment-207277 207277 Wed, 16 Jul 2008 19:04:03 -0400
Vijay, you wrote: "The downside is that if the ALJ upholds the staff's recommendation, then IDCC will lose any right to collect royalties from Samsung in the U.S."

This statement is completely false.

You need to revisit what the ITC is all about. Samsung is using Interdigital's patents. Samsung will eventually pay for their use. The ITC may decide that no Trade violation exists that would warrant an injunction on Samsung's products but this does not mean in any way that Samsung does not owe for the patents in use. Currently, it is believed that the Staff Attorney may have recommended a no violation because he believed that Samsung has an implied license and is thereby not infringing by definition. The fact that they haven't paid yet does not mean that they are in violation by the ITC's definition. The Judge may see it another way altogether, but we don't have that answer as of yet.

Please recheck your facts on what the ITC is and is not and rewrite this article or at least update your readers to the truth of the matter.

If Interdigital fails with the ITC, they will simply have to go back to court the old fashioned way which takes longer for resolution.]]> http://seekingalpha.com/article/84857-revisiting-my-3g-iphone-predictions?source=feed#comment-207219 207219 Wed, 16 Jul 2008 17:01:31 -0400 http://seekingalpha.com/article/84857-revisiting-my-3g-iphone-predictions?source=feed#comment-205003 205003 Mon, 14 Jul 2008 08:41:53 -0400 http://seekingalpha.com/article/84256-interdigital-samsung-itc-case-waiting-for-a-decision?source=feed#comment-204151 204151 Sun, 13 Jul 2008 09:30:58 -0400 http://seekingalpha.com/article/84256-interdigital-samsung-itc-case-waiting-for-a-decision?source=feed#comment-201294 201294 Wed, 09 Jul 2008 09:54:03 -0400 http://seekingalpha.com/article/84256-interdigital-samsung-itc-case-waiting-for-a-decision?source=feed#comment-201269 201269 Wed, 09 Jul 2008 09:29:00 -0400
Just my opinion. I have been wrong before. But I did buy on Tuesday.
]]> http://seekingalpha.com/article/84256-interdigital-samsung-itc-case-waiting-for-a-decision?source=feed#comment-201245 201245 Wed, 09 Jul 2008 09:03:08 -0400
He acts alone in this case as a representative of "The People" of the U.S. The Judge in this trial is under no obligation to take the advice of the Staff.

Levi unveiled information that was classified yesterday during the hearing. IDCC, within 15 minutes of Levi's outburst, issued a News Item, refuting what Levi had proffered as truth.

This is not a big deal and will likely be entirely overlooked by the Judge. IMO
Others, more familiar than I, will undoubtably better inform you. ]]> http://seekingalpha.com/article/84100-interdigital-is-more-good-news-on-the-way?source=feed#comment-200705 200705 Tue, 08 Jul 2008 12:21:17 -0400 http://seekingalpha.com/article/80841-why-the-3g-iphone-wins-my-support?source=feed#comment-183441 183441 Wed, 11 Jun 2008 12:24:54 -0400 http://seekingalpha.com/article/80841-why-the-3g-iphone-wins-my-support?source=feed#comment-183266 183266 Wed, 11 Jun 2008 10:10:28 -0400 In the meantime, all you iphone wannabes should consider buying stock not only in Apple, but also (even more so) in Skyworks (SWKS). Supposedly they have 3 chips in the new iphone. They're a relatively small company and will probably generate $7 or more in revenue for every one sold. Plus they are a leader in 3G chips and also sell to RIMM and all the others. Buy this now for the post July 11 surge when the iphone innards are revealed.]]> http://seekingalpha.com/article/80841-why-the-3g-iphone-wins-my-support?source=feed#comment-183192 183192 Wed, 11 Jun 2008 08:44:49 -0400 http://seekingalpha.com/article/80841-why-the-3g-iphone-wins-my-support?source=feed#comment-183149 183149 Wed, 11 Jun 2008 08:05:59 -0400
get free trades
friends.zecco.com/r/5d...
]]> http://seekingalpha.com/article/75312-3g-iphone-and-wimax-another-sensational-rumor?source=feed#comment-182970 182970 Tue, 10 Jun 2008 23:28:09 -0400 http://seekingalpha.com/article/79665-qualcomm-technology-to-topology?source=feed#comment-181973 181973 Mon, 09 Jun 2008 14:20:08 -0400 http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-181679 181679 Mon, 09 Jun 2008 01:31:09 -0400 http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-181508 181508 Sun, 08 Jun 2008 18:15:07 -0400 http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-180862 180862 Sat, 07 Jun 2008 10:38:03 -0400 http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-180494 180494 Fri, 06 Jun 2008 13:49:19 -0400 http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-180283 180283 Fri, 06 Jun 2008 09:46:10 -0400
I bought the unlocked Apple iPhone last year when it first launched and it works just great even I go back to 2.5G service.

Now the remarkable Apple 3G iPhone will officially launch in our country. I shall again enjoy full smartphone service from Apple in 3G.]]> http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-180246 180246 Fri, 06 Jun 2008 09:10:47 -0400 http://seekingalpha.com/article/80397-3g-iphone-predictions?source=feed#comment-180239 180239 Fri, 06 Jun 2008 09:07:27 -0400
My take:

20smoney.com/2008/06/0.../
]]> http://seekingalpha.com/article/79871-infineon-marvell-and-the-iphone?source=feed#comment-179467 179467 Thu, 05 Jun 2008 00:23:30 -0400
XXa, I think you are confusing between the application processor and baseband processor capabilities. And there is a difference between chip and chipset..Broadcom does not have all the features you mentioned in a single chip! No one does. I will still stick to Infineon for the reasons I have been stating all along. Maybe I am stubborn:) but I am yet to see a valid counter-argument against the Infineon chipset. I may be wrong though!

You should also remember that Apple will make design decisions if it makes economic sense only. The first version did not have 3G but was a wildly successful product despite the array of 3G devices it was up against. So, Steve will not necessarily go with the best chipset there. He would rather decide it based on the value for his money.

Vijay]]> http://seekingalpha.com/article/80039-texas-instruments-and-stmicroelectronics-the-analog-wireless-trade-off?source=feed#comment-179067 179067 Wed, 04 Jun 2008 09:55:42 -0400
I have asked the editing staff to take a look at it. Seems to have happened inadvertantly. In any case, you can read the original draft (without the repetitions) on my site-

wirelessanalyst.blogsp...]]> http://seekingalpha.com/article/80039-texas-instruments-and-stmicroelectronics-the-analog-wireless-trade-off?source=feed#comment-179026 179026 Wed, 04 Jun 2008 09:15:24 -0400 http://seekingalpha.com/article/79871-infineon-marvell-and-the-iphone?source=feed#comment-178876 178876 Tue, 03 Jun 2008 23:10:03 -0400
I think you're sticking with Infineon because you're stubborn, that's all :)

A company of the class of Apple never depends on suppliers, it seeks independence of them and to make them its slaves if possible :)

Why would Apple stick with Infineon when they were late to the low power 3G chip market? In December/January (am I wrong?) Steve was talking about 3G being power hungry and in Feb 11 both Broadcom and NVIDIA were showing off prototypes of their wares at the Barcelona Mobile World Conference. I'd be furious if I was Stevie, here I am with no 3G iPhone, people clamoring for it, my stock is down to half its price, and these dudes are showing off prototypes like the APX2500 that is an amazing piece of the future that makes you wonder about the iPhone?!]]> http://seekingalpha.com/article/79871-infineon-marvell-and-the-iphone?source=feed#comment-178758 178758 Tue, 03 Jun 2008 17:00:51 -0400 Check the link.
www.dvhardware.net/art...
]]> http://seekingalpha.com/article/77724-is-an-iphone-air-hybrid-in-the-works?source=feed#comment-172351 172351 Fri, 23 May 2008 00:52:21 -0400
While they have raised a few interesting points, they have missed the mark widely.

Sony VAIO TZ is indeed a nice little book, but it has one major failing - it runs Windows Vista, or for those able to reload it, XP (or Linux - which would be a vast improvement over either).

Vista, as is now widely known, is the worst OS that MS (who have always made poor OSs) ever dumped on a heretofore largely helpless public. Now, however, the long-suffering public has had enough of buggy, unstable, and bloated software, and are decamping in droves to Mac and Linux (despite Mr. Webster's figures - which seem to me to fall under the same onus as most statistics used with a bias or agenda, i.e.; "...lies, damned lies, and statistics.").

As a former DOS / Windows user (from DOS 3.0 through XP) who has also run Novell networks, and a former sys admin for both Windows and Mac networks, I think I can state with some authority that Mac is a far superior system in every respect.

Having made the change from Windows completely some years ago, I can heartily echo the statement of an engineer friend who recently made the switch - "I only wish I had done this 20 years ago!" This seems to be the general opinion among those who have made the switch - and it is a growing one, whether the gentlemen above like it or not. In fact, many of the converts now are former Windows die-hard techs. One said of Vista recently; "I waited six years for THIS???" He has since completely converted to Mac.

As for the UK and EU iPhone sales - I don't know which UK he is referring to, but all over the EU (which I recently returned from after a year and a half sojourn) the iPhone was in great demand even before its official release - the only problem they had afterwards has been keeping them on the shelves! Some of my colleagues even flew to NYC to get theirs, and brought back others for friends. (I was asked to send some over on my return, but declined due to the legal issues.)

As for iPod, it continues, with iTunes, to dominate the digital download market, and draw thousands to the Mac platform by their elegance and ease of use.

In addition to the outstanding OS X, Apple has the best customer service, the best design and style, and the all-around fastest and best computers.

Mr. Webster also goes on at great length about Apple's lack of innovation - while in fact, their second machine, the Apple II (1977), has been credited with creating the home computer market. In 1983, the Lisa, the first commercially available computer using GUI was introduced. (Yes, the innovation was based on the original XPARC design, as so many other things we associate with computing today - but Xerox foolishly decided not to develop this technology.)

Mr. Jobs' NeXT computer, running on the Unix kernel that would become OS X, though not strictly speaking an Apple, introduced important concepts and served as the initial platform for Tim Berners-Lee, while he was developing the Web concept. The Apple PowerBook (1991) prototyped the form and layout of the modern laptop. The Newton PDA, though a commercial failure due to some early shortcomings that were widely satirized (most notably in the popular Doonesbury cartoon by Gary Trudeau), was the prototype of the later Palm Pilot and other PDAs. Apple had true "plug and play" years ago - while Windows is still often "plug and pray."

As to the charge of "never manufacturing their own computers" etc., he is also obviously blissfully unaware that all Apple products were made by Apple in the US from the first Apple I (assembled in Apple co-founder Mr. Wozniak's garage) until rising production costs and heavy competition from other firms in the 1990s forced them (as almost everyone else in the industry) to begin off-shoring.

As to labor conditions, companies in almost every field now use off-shore labor, and conditions and pay in every sector are pretty poor compared to the US. (At least until recent times - now we're in a race to the bottom.) However, they are often far better than the usually few alternatives the people in these exploited countries have. For that matter, even the Japanese have been "outsourcing" in recent years, and I wouldn't be surprised to learn Sony is among them.

All this is a factor of investors (perhaps like you, sir?), driving businesses to cut more and more costs so they (and the investor) can make more and more profit - i.e.; the "greed factor" - but as I understand capitalism, that is always what it's been all about. "Greed is good" according to Gordon Gecko and capitalist conservatives, right? So what is an investor doing complaining about exploiting labor? That's what capitalism is all about.

(That said, I, for one, disagree with that philosophy, and use my small investment platform to agitate for improvements in labor and working conditions, pay, and social and environmental responsibility. If the company doesn't respond, I yank my investment and take my business elsewhere. I don't care if my own profits are diminished thereby. Better I make less - or nothing - than that people or the planet should suffer to make me rich. I don't know how effective my campaigning is, but I hope that as others see the light, they will join me in doing the same. Together we can effect change - individually, it is harder.)

As to the exploding and burning batteries - Mr. Webster seems to have forgotten that Dell, Sony, and a number of others had the same problem - because they all used the same suppliers. In fact, in the case of the Osaka, Japan, couple whose Mac burst into flames, the battery had been manufactured by Sony. Apple and Sony promptly recalled all defective batteries, and paid all damages. (One hopes Dell and the others did as well, in the case of their batteries.) The story is here:

news.softpedia.com/new...

However, I suspect that Mr. Webster (and perhaps Mr. mlambert890), whatever the source of their dislike of Apple are unlikely to be convinced by anything that disagrees with their pre-ordained world-view. In fact, Mr. Webster's antipathy seems to border on some sort of serious disorder. Perhaps he should seek some form of counseling. It would appear he has been the one to "drink the Kool Aid," rather than those of us who can clearly see a better system and investment.

I suggest that they just continue to suffer along with their Windows machines, if they so choose, and any MS investments they might have - and watch as Apple once again sets the standards as the herd tries vainly to catch up. Though they might sway a small percentage of the people who have never used Mac, they will certainly never convert a Mac user to Windows - at least not one who has seriously used both platforms. ]]>