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  • Three out of every four smartphones shipped in Q3 were Android devices, estimates IDC, as the dominant international position of Google's (GOOG) OS allowed it to grow its share by 1750 bps Y/Y. The iPhone is believed to have made up 14.9% of shipments (up 110 bps Y/Y), and the BlackBerry just 4.3% (down 520 bps Y/Y). Symbian and Windows Phone are seen accounting for only 2.3% and 2% of shipments, respectively. (previous[View news story]
    Google has succeeded in building the biggest charity program on Earth!
    Nov 2 01:25 PM | Likes Like |Link to Comment
  • Facebook: Despite Big Price Drop, It Is Not A Compelling Value [View article]
    Your author's photo looks like it was taken in the school cafeteria.
    Oct 16 05:21 PM | 3 Likes Like |Link to Comment
  • More on Google: Eric Schmidt claims 1.3M Android devices are now activated daily, up sharply from the 1M reported in late June. However, only 70K consist of tablets - this translates into a quarterly run rate of 6.3M. By contrast, Apple shipped 17M iPads in the June quarter. That's a big reason why iOS continues to wield an edge on Android in Web traffic, an edge that translates into large search revenue-sharing payments for Google. The arrival of Windows RT tablets stands to further pressure Android. [View news story]
    No.
    Sep 5 07:00 PM | 1 Like Like |Link to Comment
  • Google's Shot Across Apple's Bow [View article]
    Wrong.

    http://bit.ly/PBuUq2
    Aug 30 04:58 PM | 1 Like Like |Link to Comment
  • Judge Lucy Koh will hear Apple's (AAPL) request for a permanent ban on U.S. sales of eight Samsung (SSNLF.PK) devices on Dec. 6, giving the S. Korean company three months to clear its stocks of the devices. Judge Koh will possibly hear Samsung's request to lift a preliminary ban on the Galaxy Tab 10.1 tablet on Sep. 20 after the jury partially sided with the firm in its patent dispute with Apple. [View news story]
    Justice delayed is justice denied.
    Aug 29 11:16 AM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    Nice comment! You proved you have absolutely no understanding of the facts.

    First, the foreman said they wanted to "send a message." That doesn't mean they punished Samsung. http://bit.ly/NPW6Xn

    Second, as you state, it's not the jury's responsibility to punish, but, if the jury finds the infringement willful, the *judge* has the right to punish the infringer by tripling the damages. http://bit.ly/OjWbxs

    Treble damages are entirely appropriate in this situation.
    Aug 26 06:36 PM | Likes Like |Link to Comment
  • Apple (AAPL) has until tomorrow to outline which Samsung devices it wants to ban from being sold in the U.S. following the U.S. company's massive patent win. A hearing is provisionally set for Sept. 20. Following the verdict, Samsung (SSNLF.PK), might need to postpone introducing new devices so that it can make design changes. Meanwhile, the WSJ, Bloomberg (I,II) and Reuters provide accounts of jury's deliberations. [View news story]
    My sincere hope is that Judge Koh triples the damages based on the understanding that Samsung's current market position was derived from their prior IP theft.

    Even after the $1B damage award, Samsung is still in a far better position today than they would be had they not stolen Apple's IP.
    Aug 26 04:21 PM | 5 Likes Like |Link to Comment
  • Motorola Mobility is counter-suing Apple (AAPL) again: the Google (GOOG) unit claims iOS devices infringe on 7 of its patents, and wants ITC import bans. But this time, Motorola (like Apple in its many suits) isn't suing over standards-essential IP that might need to be licensed on FRAND terms, but software patents covering features such as e-mail notifications and Siri. "We would like to settle these patent matters, but Apple's unwillingness to work out a license leaves us little choice," says Motorola. (Posner on software patents[View news story]
    Or in Google's case, "if you can't beat 'em, win a seat on their board and steal all their secrets."
    Aug 20 09:09 PM | Likes Like |Link to Comment
  • AT&T (T) once more provokes a consumer backlash by stating Apple's (AAPL) FaceTime video-calling app can only be used over its network by users subscribed to a costly shared data plan. "Exceptionally hostile to net neutrality," declares The Verge. Perhaps it's fitting the move comes a day after BGR argued AT&T was more inept at PR than Verizon (VZ), in light of the latter's ability to win regulatory approval for its spectrum purchases, and the former's failure to do so for the T-Mobile acquisition. [View news story]
    Also, their so-called "unlimited" data plans are false advertising.
    Aug 17 07:40 PM | 2 Likes Like |Link to Comment
  • AT&T (T) once more provokes a consumer backlash by stating Apple's (AAPL) FaceTime video-calling app can only be used over its network by users subscribed to a costly shared data plan. "Exceptionally hostile to net neutrality," declares The Verge. Perhaps it's fitting the move comes a day after BGR argued AT&T was more inept at PR than Verizon (VZ), in light of the latter's ability to win regulatory approval for its spectrum purchases, and the former's failure to do so for the T-Mobile acquisition. [View news story]
    AT&T should have no knowledge of the data you transmit over their network. Discriminating against particular network activity is equivalent to wiretapping.
    Aug 17 07:15 PM | 3 Likes Like |Link to Comment
  • Apple's (AAPL) 2010 licensing offer to Samsung (SSNLF.PK) didn't include certain "unique user interface" patents the company views as "untouchables." Nonetheless, Apple was demanding a smartphone royalty roughly 3x as high as what Samsung is paying to Microsoft, which also has a valuable software patent portfolio. It was also above what Samsung is paying Qualcomm, the biggest holder of 3G/4G patents. The takeaway: Apple's offer probably wasn't expected to be taken seriously, much like an even harsher 2012 offer[View news story]
    The patents in question are not part of any standard, and therefore are not covered under FRAND. Apple is under no obligation to license them.
    Aug 13 02:54 PM | Likes Like |Link to Comment
  • A Picture Is Worth A Thousand Words [View article]
    Paulo, glad to see you come to your senses. I tried to tell you this months ago.
    Aug 1 03:37 PM | Likes Like |Link to Comment
  • "Our sense is that Apple’s management spent more time discussing macro pressures than in any other quarter over the past decade" save for Q3 '08, says Goldman's Bill Shope. Shope was also bothered by the magnitude of the iPhone slowdown (affected by inventory shifts) and Apple's gross margin drop, though he thinks margins will recover in the iPhone-heavy December quarter. He lowers his PT to $790 while maintaining a Buy. AAPL -4.7%. (more)  [View news story]
    You sound like you're trying to explain an AAPL quarterly loss. Did you actually read the report instead of reading the incessant bloviations of the wannabe's?
    Jul 25 11:11 AM | Likes Like |Link to Comment
  • "Our sense is that Apple’s management spent more time discussing macro pressures than in any other quarter over the past decade" save for Q3 '08, says Goldman's Bill Shope. Shope was also bothered by the magnitude of the iPhone slowdown (affected by inventory shifts) and Apple's gross margin drop, though he thinks margins will recover in the iPhone-heavy December quarter. He lowers his PT to $790 while maintaining a Buy. AAPL -4.7%. (more)  [View news story]
    ...which must be why their PE is so high. Right?

    Fool.
    Jul 25 11:09 AM | 3 Likes Like |Link to Comment
  • In April, Apple's (AAPL) Chinese sales crushed expectations, and helped deliver a strong EPS beat in spite of slowing U.S. iPhone sales. Could China come to the rescue again today? China's 3G base rose 118% Y/Y in June to 176M subs, and smartphone growth has been torrid. Also possibly helping Apple: strong iPad sales (tablet forecasts have been rising) and a margin boost from low flash memory prices. On the flip side, Europe may have been weak, and MacBook sales soft ahead of a June refresh.  [View news story]
    Amazing quality = luxury. It matters not how many people own it.
    Jul 24 10:57 AM | Likes Like |Link to Comment
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