N E C CP ADR (NIPNY.PK)

All Comments on NIPNY.PK

  • commenter
    SeekingAlpha
    Editors
    Apr 29 03:56 AM
    My Website
    General Discussion on NIPNY.PK
    Is this a buy or a sell? Reply
  • commenter
    Vijay
    Nagarajan
    Apr 21 01:06 PM
    My Website
    Why Is the LTE IPR Agreement Such a Tough Sell? [view article]
    Robert,

    Those were very interesting insights. Receiving meaningful revenue itself is a fair objective. This also brings up another interesting point. We may then have more than one group which aggregates IP meaning that unlike the 3G standards where individual companies go against each other, we may have these different groups litigating against each other. Any thoughts?     Reply
  • commenter
    Robert
    Syputa
    Apr 19 02:26 PM
    My Website
    Why Is the LTE IPR Agreement Such a Tough Sell? [view article]
    "So, if there is no upper bound on the royalty rates, the costs can potentially be more prohibitive than the existing CDMA standards and will have a direct impact on the handset ASP."

    That is the fear of widely held IPR, that the field can become a 'patent thicket' in which companies that wish to supply products must take licenses from hundreds of individual companies and that aggregate royalties this exceed a level that would lead to widespread market adoption.
    But several factors combine to make that unlikely:
    1) Aggregation of IPR and defense into semiconductor companies.
    2) Recent higher court rulings that instruct lower courts to consider the field of IPR in awarding settlements. This makes the dilution of IPR in a large number of patents held by many parties an argument that individual patents/portfolios hold relatively diluted value. That tends to deter the willingness of parties to pursue patent infringement cases.

    The yet unnamed group is made up of 3G-LTE suppliers who have the ulterior motive of receiving revenue for their IPR while holding royalties to a level that is favorable to competitive adoption. It is not just meant to provide confidence or to keep rates unnecessarily low.     Reply
  • commenter
    wirelessGeek
    Apr 15 12:02 PM
    LTE IPR Agreement: What About All the Others? [view article]
    Actually, for LTE chip-makers will deal with different kind of model. Most of the upcoming wireless technology will be implemented as firmware (programmable software) on a generic hardware. It is true that Interdigital, Qulacomm, Motorola and Nortel may have essential IPR but their contribution is part of a much bigger pie shared by several companies. So, each has less influence unlike 3G-CDMA case where one company had the dominance. Reply
  • commenter
    tfronek
    Aug 20 01:26 PM
    Attack of the Patent Attorneys (AAPL, ARMHY, RMBS, ACTG, BRST, FORG, PTSC, STSI, MSFT, TRID, SNE, FUJIY, MTU, NIPNY, INTC, AMD) [view article]
    opti.ob
    tmta
    oled
    panl     Reply
  • commenter
    Tom B
    May 07 08:53 AM
    Japanese Government to Embrace Linux [view article]
    "by dropping the words “Linux” and “open source” every few months, the media will pick it up and fabricate a “Japanese government eyes Linux” type of story - and that, of course, results in cheaper deals with Redmond. Just my 2¢."

    Sadly, you probably have a point. But, the upside is that I see increasing margin pressure on Redmond.
    I'd hate to be a business where my only two profitable products-- Windows and Office-- where easily replaceable by superior FREE alternatives.     Reply
  • commenter
    Tom B
    May 07 08:49 AM
    Japanese Government to Embrace Linux [view article]
    Vista should accelerate MSFT's slow decline over here in corrupt America. 5 years, billions of dollars spent-- and it still ain't UNIX. Astounding. Reply
  • commenter
    Gen Kanai
    May 05 07:15 AM
    My Website
    Japanese Government to Embrace Linux [view article]
    Sorry for the double comment but the Chosaq weblog puts it better than I did.

    chosaq ｻ Japanese government eyeing Linux? Quick deconstruction of a non-story.     Reply
  • commenter
    Gen Kanai
    May 05 07:02 AM
    My Website
    Japanese Government to Embrace Linux [view article]
    I am extremely skeptical about this news because the Japanese government has said essentially the same thing about once a year for a number of years without any material change. It's not to say that I don't want this to happen, I do, but getting people to change their habits is one of the most challenging things to do, and having users (just imagine your average Japanese government employee) learning a new operating system (even something as friendly as Ubuntu) or new software (Open Office for instance) is a significant hurdle.

    The IPA has funded a number of interesting tests in various locales but there has to be a serious desire to change in order to get people to adopt new software, especially at the client level.

    I recommend that people keep healthy skepticism on this topic. We've heard the same empty promises before many times and frankly, I'll believe it when I see it with my own two eyes.     Reply
  • commenter
    William
    Florida
    May 04 09:46 AM
    Japanese Government to Embrace Linux [view article]
    Good story - can you follow the developments on this? Reply
  • commenter
    Brian Croner
    May 04 09:37 AM
    My Website
    Japanese Government to Embrace Linux [view article]
    Consider the mobile world. In order to do mobile, you need to know web programming and Java programming. Microsoft just doesn't fit anywhere in there. Japan is not as stupid->corrupt... as America. Reply
  • commenter
    Malkiel
    May 03 05:19 PM
    Japanese Government to Embrace Linux [view article]
    We forget that some of the more savvy governments in the world know the consequences of becoming reliant on the grace of foreigners for essential technology. As more governments use open-source products the base of programmers for Linux and Unix development (and availability of commercial softwares written for them) will broaden and become more sophisticated. Linux may not make a noticeable assault on Microsoft's market during its current Vista problem but it will be a significant player in the coming generation... Reply
  • commenter
    akieiwasaki
    Mar 28 10:08 PM
    Japanese Tech Stock Weekly Report [view article]
    Regarding Soliton Systems KK.

    Sales for the company are 19.1 billion Yen, not million Yen.

    It looks like a undervalued stock if the net profit was more than total sales!     Reply
  • commenter
    Darrel
    Whiten
    Mar 26 11:27 AM
    My Website
    Japanese Value Stocks: Excess Liquidity and Extreme Volatility [view article]
    Dear Lance;

    Yes, after the stock tanked from JPY2,870 to JPY2,310 (19.5%), and the ADR is down some 4% since (from your March 9 call), so your Nomura trade is now up only 6%. From where do you want to start measuring whether yours is longer than mine?     Reply
  • commenter
    7c-ranch
    Mar 09 09:45 AM
    P/E Ratios at Japanese Electronics Companies [view article]
    Thank you. Reply
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