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  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    I'm disappointed. I am into the Apple ecosystem. I tend to buy most of my Apple products directly from Apple, so this really doesn't impact my purchases directly. Some Android folks, I'm sure, fill as I do. We have been insulted.

    It will hurt the Amazon Brand - with millions of people, and many of those are some of their biggest customers.

    It pisses me off. And I'm sure I'm not alone. This will hurt Amazon, far more than they expect. If even 5-10 of hardcore Apple users are bothered by this, and change their buying habits slightly to show their annoyance, it will have impact. As a home theater projector owner, I'm now looking for an alternative source for growing my already huge library of Blu-ray, Blu-ray 3D discs (200+ and counting) (and soon, Blu-ray UHD). BTW, I'm a Prime.
    If I can't find a comparable alternative, I'll still use Amazon, but my point is, that I'm even looking, should worry Amazon.

    To show my displeasure, I will buy one of the first Blu-ray UHD players to hit the market, in the next month or so. I plan to give the biz to Walmart, or maybe Best Buy. Pre this announcement I would have said the chances of buying my first Blu-ray UHD player from Amazon was a 99%+.
    Enough said. The sooner they change their minds, the less damage.

    It would serve Amazon right, if Apple pulled their tablets, phones etc. Now that will put a real dent into Amazon's business. And as someone pointed out, the Feds are probably all kinds of excited to go after Amazon.

    Amazon would be wise to reverse this bad decision asap, before too much damage is done.
    Oct 3, 2015. 03:51 PM | 5 Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    I'm not overly knowledgeable, but am a fan of super-magnets, etc. I owned shares of Molycorp for a while (that proved a major financial mistake). I'd like to tie two thoughts posted here together - the Saudi prince - that the Saudi's threaten to keep the oil flowing to keep the cost down, thus the US and others are drilling less wells. China is equally manipulating the market for rare earths. (thus the Molycorp meltdown).
    At this point, Apple may well be the single largest employer of high tech in China. With something in the neighborhood of 100,000+ workers via Foxconn etc. All this means is that China and Apple will be great friends, unless Apple decides to move manufacturing out of China. With that logic in mind, Apple is in the drivers seat compared to all other non-Chinese phone and laptop manufacturers, etc. China could screw Samsung easily by limiting access, but the damage to China to deprive Apple would be of major impact to the Chinese economy. Keep in mind that while Chinese wages are well below those of the US and the EU, Apple products builders pay the highest wages in China for that type of production.

    Thus, short term, you could consider the RE issue to be a + not a - on apple's risk balance sheet, as they are the one non-Chinese company that has the least to fear from China policies. And China's price manipulations will intentionally slow mining in Australia etc., to keep them in the drivers seat, much as the Saudi's "flooding" the market with oil, continues to keep them relevant.

    As to refining techniques etc. things progress so quickly that 4-5 years will probably change the game significantly.

    The point was well made that mining REs is an ugly business. Heavy metals are always nasty, and RE's are among the nastiest. On the bright side, iron and other metal sources are mined in quantities massively larger than REs. Worldwide production of all REs is approximately 150,000 tons per year (source wikipedia, which provides additional sources). Bauxite (aluminum) is about 220,000,000 tons (over 1000x), iron ore, by comparison dwarfs even Bauxite, with 2 BILLION tons a year. No one environmental wants to see mining of REs or any heavy metal for that matter, but even the US, one of the most anal countries in the world has allowed Molycorp to re-open their major mines - over the objections of California where the mine is located, because even the US realizes that RE's really could be a major player in economic warfare.

    For you Apple fanboys (and stock holders), again, if anything this is a plus column item. China limits export, but they do not limit use within China for products built there. So as long as Apple builds there, they are likely pretty safe. And more importantly Apple, as visible and targeted for good or for bad as they are, is a poster child for why companies should let China build their products. If China decides to screw Apple to favor their own companies, that would be the world largest red flag proclaiming - Don't be stupid - manufacturing in China in the long run guarantees disaster, as China will try to destroy you.
    So I figure Apple may have some minor risks, but China if nothing else seems to be very good at NOT "cutting off their nose to spite their face."
    The article is informative, but the conclusions as a risk to Apple, would seem to be illogical.
    Feb 19, 2015. 11:03 PM | 6 Likes Like |Link to Comment
  • Apple Vs. Microsoft - Significance Of The October 22 Showdown [View article]
    The fingerprint solution doesn't assure more security, but it does make it more difficult. Find an iPhone 4 or 5 on the street, and 9999 attempts later you are in... That's less than a day's work. Now if you are trying to protect yourself from the NSA, or foreign spies, the fingerprint solution may slow them down slightly, but that's not what most are looking for.
    I like the idea of trusting my passwords for my banking accounts, etc. to a combination of fingerprint and keychoice. I'm tired of typing the same old passwords on my iphone and iPad, multi-times a day (all using 10 alpha numerics in my case).
    Having watched Bourne and Bond, etc. I'm more concerned as to whether (I haven't sprung yet for the 5S), the casing is designed so that it won't collect fingerprints on the screen or back case that can be removed and fed to the sensor. We know hackers can find good clean fingerprints (perhaps on your coffee mug), and get in. But that is a scenario that implies theft of the device. And Apple provides shut down and erase functions if the phone connects to the internet.

    I haven't looked yet, but are phone and ipad case companies offering new cases that are textured or whatever needed so that a good print can't be lifted off of them? Certainly, that's a market.
    Oct 21, 2013. 05:14 PM | 1 Like Like |Link to Comment
  • Samsung Electronics (SSNLF.PK) says its Q1 profit rose 42% to a record high on strong smartphone sales. Net profit rose to a record KRW7.15T ($6.4B), up from KRW5.05T a year earlier. Operating profit rose 54% to KRW8.8T from KRW5.7T. Sales rose 16.8% to KRW52.9T from KRW45.3T, coming in in line with the company's guidance of KRW51T to KRW53T. The results stand in stark contrast those of Apple (AAPL), which earlier this week reported its first profit drop in a decade and forecast margins to decline in the current quarter ending in June. [View news story]
    The only real thing that matters in the long run is how samsung customer loyalty compares to apple's customer loyalty. Every survey to date, has always shown about twice as high or more percentage of andoid owners planning to switch to apple, than the other way around.

    Of course in the grand scheme of things, iPhones still crush samsung phones in terms of marketshare in the US.

    There are two international aspects though that must be considered. The first of course, is that Apple is still not compatible with China Mobile, who's "4" network is not complete enough to support iPhones that don't support their older scheme. The current, recent rumor is that apple will have a "china mobile phone (maybe a high and low end) toward the end of the year.
    The other thing is 3rd world, where android truly dominates, because too small a percentage can afford any iPhone, and that samsung offers phones at all price points.
    But from a dollar standpoint reflect on after market spend of iPad users vs. kindle fire users. I believe the spend difference was more than $10 spent by consumers supporting their iPad, for every $1 spent aftermarket on Kindle Fire. Which is too bad for amazon since they supposedly sell every Kindle Fire at a loss.

    So, apple has a choice, re the 3rd world, where cell phones are critical btw, since they have no land line infrastructure at all. They can enter those markets with an entry level phone? (Maybe?), or not worry about selling a phone to everyone on earth, instead worry only about selling a phone to 1/3 of the earthlings, but making 90% of the profit in the industry.

    Note Samsung's "great earnings" They sell phones computers, refrigerators, stereos, and of course are massive in LCDTV's yet their "great" earnings generated barely more than half of what apple generated last quarter, and Apple did it on less total revenues. It's not hard to grow your earnings 56% when you are only earning 4% and get it up to 6% (not the actual numbers, but you should get my point).
    Where does Samsung stock go, if the next HTC phone - perhaps "the Two" is reviewed to be 5 times better than the S4, and costs less. There's no reason for any loyalty to Samsung, since they have no real uniqueness. BTW Samsung did $47.6 billion in the last quarter to earn that $6 Billion. Apple did slightly less total business with $43 billion and change, but rang the profit bell at $9.5 billion.
    If next year Samsung increases their profit margin by another 50% (good luck with that), they still will generate less profit than Apple per dollar of revenue.

    Hey those are the numbers. None of which mean much when it comes to which stock will move up the highest percentage next year.
    Apr 25, 2013. 11:40 PM | 4 Likes Like |Link to Comment
  • Samsung's S4 Delayed [View article]
    OK, its' not likely at this point that anyone will "rethink" the cell phone in as great a way as Apple did with the first iPhone. The average smart phone is a drastically more versatile device than any PC in the history of computing. It deals in photography, video calling, voice control and voice recognition, music, email, web surfing, runs spreadsheets, docs, pdfs, and a thousand (or 800,000+ if each app brings something to the party), and did I mention monitor your health. I'm sure we'll still figure out how to get it to do more stuff, as we invent more "stuff".

    So, I guess per the author, that we will get more "gimmicks". But aren't all of the things I mentioned just "gimmicks"? After all, isn't the primary design purpose of the iphone or android phone making and receiving voice phone calls?
    Perhaps a gimmick is a new feature that is useless. A feature that simply works poorly, isn't a gimmick, it's a piece of crap. We need to distinguish.
    It's amusing that few writers making their living writing good or bad things about iPhones or Android phones, rarely, if ever talk about the ecosystems. BTW the author mentions the important issue about battery life, but without dealing with it. It would have been nice to know how good the S4 is at draining its battery.
    Is an ecosystem a gimmick? I mean the iTunes store, or Google Play? Certainly neither is needed to make a phone call.

    My point is perhaps that the "best" phone is the one that best serves an individual. If your requirement is dictating detailed text messages (which Siri saves me perhaps 6 hours a week compared to my relatively good typing speed.), or perhaps security, are those "gimmicks"? or features that benefit the consumer?

    Is a closed or open system more desirable, if your employer is concerned about your phone spreading viruses that crash their servers?

    Features/gimmicks whatever you choose to call them are all about creating a better user experience, yet most writers seem to be more concerned about the features themselves, not the benefits of using them. From this article we learned what? One of the greatest gimmicks every to hit a phone, I would say is Google Maps, (the current Apple Maps still isn't as good, but it works well enough for most folk).
    But what's with the anti-capitalist rant the author gets into. Sounds like he wants free phones, free connections, no advertising, and lots of gimmicks after all? And he sure sounds like he's entitled to all of that? Cut us some slack? We poor consumers should be spending our money on?

    OK, I figured it out, he's from the 23rd century where there is no money, but they never have explained how those starships get built, and those planets developed. Did the inventor of the transporter get paid for the invention?

    Obviously some folks have jobs in the 23rd century, I guess they just aren't rewarded for their efforts (not all jobs can be the dream of a lifetime), someone's got to pick up the trash and dig the ditches, right?
    Let's get back to reality. Who's got the best phone for whom? and how will that affect the stock price?
    Apr 25, 2013. 09:53 PM | 1 Like Like |Link to Comment
  • The DoD will place an order for 650K iOS (AAPL) devices - 210K iPhones, 120K iPads, 100K iPad Minis, and 200K iPod touches - following the end of the sequester, Electronista reports. The iOS gear will reportedly be used to replace BlackBerrys (BBRY) - the DoD currently has 470K in operation - and would come ahead of the planned implementation of a "platform agnostic" device policy in Feb. 2014. Electronista previously reported the DoD had largely ended BB10 testing due to budget cuts. [View news story]
    Greetings all,

    There is one truly overlooked and potentially the most important phrase in the article:
    "following the end of the sequester".

    Now, unless Congress and the President do some compromising, the sequester won't end for another 9.8 years. It's a 10 year program. By that time, it just might be the iPhone 15S, and the iPad mini 7...

    I hope the writer did not report that correctly. This year the sequester hit inside the year, as we know. so 100% of the forced spending cuts take place only in the 2nd half of the Fiscal year ending 9/30/13. Thus short term the cuts are twice as severe as they will be next FY when the same amount of cuts are spread out over 12 months instead of 6.

    Time will tell.

    Besides it takes the government, what, 25 years to replace a computer system (FAA Airport Control computers, etc.) once the lawsuits start? And don't forget the 8? years it took for the government to finally award a contract that would stick, for refueling tankers for the Air Force, and then the administration tried to block Boeing from building a plant in a non "union friendly" state.
    True, iPhones should be easier, but remember it's not like Government is rocket scientists...or, overly logical at most things.
    Mar 20, 2013. 08:30 PM | Likes Like |Link to Comment
  • The DoD will place an order for 650K iOS (AAPL) devices - 210K iPhones, 120K iPads, 100K iPad Minis, and 200K iPod touches - following the end of the sequester, Electronista reports. The iOS gear will reportedly be used to replace BlackBerrys (BBRY) - the DoD currently has 470K in operation - and would come ahead of the planned implementation of a "platform agnostic" device policy in Feb. 2014. Electronista previously reported the DoD had largely ended BB10 testing due to budget cuts. [View news story]
    petten, what difference does that make. Productivity counts. Let's say you have two choices in technology: Choice 1, sells for $500 works well, gives that manufacturer $100 profit.
    Choice 2: sells for $700, gives that manufacturer a $250 profit.
    But Choice two is so efficient that if you have two $60,000 people using Choice 2 product, they can do the work of 3 people doing choice 1.
    Now, let's see, Choice 1 total costs:
    $60,000 x 3 + $500 x 3 = $181,500 to get the job done.
    Choice 2:
    $60,000 x 2 + $700 x 2 = $121,400.

    But you would consider choice 1 to be the smarter choice? Get real.

    Now I'm not claiming the ios is that much better... and the example is obviously simple and exaggerated, but the point is the same. It's always been about productivity, not profit margin, at least if you want to make wise decisions.

    And please do not forget, Android products required far more support - that's money, to operate in a business environment. iOS is not, by any means bulletproof when it comes to hacking, etc., but the issues are minor thanks to apples mostly closed system. yes, open systems are fun, but doubly so for hackers. With foreign governments hacking our military daily... every little bit helps. And maybe the government won't need 5000 extra support people, which do cost more than the gear, year after year.
    One more thought... Would you recommend the same products if they cost 25% more but had a lower profit margin. If so, "there's a bridge for sale..."
    Mar 20, 2013. 08:19 PM | 9 Likes Like |Link to Comment
  • "If Apple (AAPL -2.5%) thinks the lawsuit is a waste of resources it could simply end the matter by ... filing a new proxy that unbundles the proposed changes," says Greenlight Capital, not amused by Tim Cook's dismissal of its suit as a "silly sideshow." Separately, Gene Munster thinks Cook's Goldman remarks indicate a cheaper iPhone will arrive - though Cook insisted Apple won't compromise on product quality, he also noted how Apple introduced cheaper iPods and a low-cost Mac alternative (the iPad) without doing so. Could this design do the job? [View news story]
    Without getting into haha's silliness, let's look at the "the (Apple) could simply end the matter by ... filing a new proxy that unbundles the proposed changes."

    Talk about a silly sound bite. They could do that, but legally it would be impossible to accomplish before the annual meeting.

    So that would simply put it off for a year. Einhorn seems to want some "free" preferred stock. (haha probably does too). If Apple were to pass their plan, then likely it would be another year (though not necessarily, before preferred could be issued).

    My question is why is Einhorn so hot on preferred, and it's probably the same reason that Buffet wanted preferred from BofA. Should apple ever stop generating significant growth, the preferred stock would automatically continue to pay out essentially, the profits, and the regular stock would be trading for $50 a share, as post tax the preferred could require almost all of the profits.
    Feb 12, 2013. 07:20 PM | 2 Likes Like |Link to Comment
  • Apple Pie Or Rotten Apples? A DCF Valuation Following Earnings [View article]
    The doomsday scenario is most interesting. As a person long on aapl, it was one of the most positive things I've read. Not being an expert, I'll assume everything important is there.
    I figure apple has a ton of upside, its' nice to know the downside risk for a longshot is still down only 50-60%.
    The problem with the doomsday scenario, is it is incredibly unlikely to occur as described - modeled in RIMM. While apple has tons of synergy between product groups, what they have that makes them unable to duplicate a collapse like RIM is that they not a single product company like RIMM. iPhones are are the largest current chunk of apple revenues and profits, but there are still tablets, computers, ipods, and whatever's next. It is far less likely that a major meltdown of RIMMs scale could occur because of the diversity. Adding that to the equation... Also it's unlikely that such a break could happen in the next 1-2 years, especially based on still very strong loyalty - as demonstrated by apple increasing iPHone market share year over year at Verizon and ATT. (China Mobile likely will come on line when they have sufficient 4LTE deployed, and when they finally do, there's a great chance that apple will be able to increase world wide market share.)
    If we assume 3 years before the drop, instead of 1 year. That would likely allow another $75 to $100 billion in cash to further bolster the stock price numbers. And there is also a minimum of a 2.5% stock buyback for some extra "value". Just my 2 cents.
    Jan 25, 2013. 04:52 AM | 1 Like Like |Link to Comment
  • What Google Does Best Is A Stark Contrast To Apple, According To Larry Page [View article]
    To AnaleezaHolder,

    So absurd! I imagine by your definition nothing is invented, everything is based on the discovery of the mallet. What Jobs always did, was look at concepts from a different angle. He wouldn't say, "how do we build a better cell phone" rather, "cell phones are a communications tool. If we could have the ideal communications tool, what would that look like and how would it work.
    But, while everyone likes to point out that the ipod wasn't the first music player, and the iPhone not the first cell phone (or smartphone) nor the iPad, the first tablet (hey, one of the very first tablets was the Apple Newton, which contradicts someone else's comments. Apple routinely kills off projects that aren't working out. They just do a so much better job, and are selective, that we hardly notice.
    The thing is, everyone talks about Jobs since he returned to Apple.
    His new products going back to the ipod, are barely impressive compared to Apple's first 15 years.
    Apple II+ the first modern PC. Good enough to slug it out with the IBM PC that showed up 3 or so years later. Don't tell me commodore, etc. I owned and sold all of them managing PA's first computer store (even Imsai for you history buffs).
    Not impressed: Apple Lisa, the first user friendly PC. the only forerunners, were Xerox's original engineering workstation which never went anywhere, because hardware without good purpose is just wires...
    Wait, then there was the first Mac's reinventing the PC for the world. It took Gates about 8 years to come up with the first crappy windows versions (talk about stealing ideas)?
    If it weren't for Jobs - who you say invented nothing, we'd probably still be using MS-DOS and 1200 baud modems, because Apple also brought graphics to the PC in a big way (besides game cartridges of Commodore, Mattel, etc.) CPM had no graphical interface or direct capabilities (The $250K Quantel paintbox did, maybe he stole that too, and put it in a low cost PC). MS-DOS, same graphics free junk.

    BTW, apple had no choice in releasing Apple Maps. For all of Page's comments, Page was doing the same type of anti-competitive actions that had Microsoft in front of the Feds for a decade or two. Microsoft would delay releasing the Mac version of Microsoft office for a year or two after the Windows version. That more than anything else kept Mac's out of Corporate America.
    Page on the other hand offered a MAP program for Android, with verbal real time turn by turn directions - mind you, that was the number one asked for feature by iOS users relating to map programs. Unless apple brought out apple Maps: with that ability, Page and Google considered holding that back a great way to build support for the android platform.
    Notice how fast google maps for iOS came back with turn by turn?
    10 whole million wow, a free app. apple sold 3 million ipad mini's in it' first weekend. Which is impressive?
    10 million you say: There are roughly 240 million iPhones sold, most still active, and 50? million assorted iPads, and all Google, with the "best mapping program around" could do was 10 million downloads in the first days. I haven't seen any total numbers Hell, Angry Birds is far more popular, and a few other programs were both blowing away google maps downloads. According to one research firm, weeks after the google maps launch, google maps was stuck at 30% of the ios phones and pads. I'd be surprised if more than 15% of new iPhone buyers, get google maps numbers going forward. (almost all you can find is that 10 million first weekend) The numbers will tell.
    Remember, the tech press had a blast showing distorted images of bridges, etc. beating on Apple Maps, Some folks did not upload iOS 6 because of all the fear, about apple maps. I've been using it since it came out. Exceptional, no. Good, absolutely. Apple maps as is, vs google maps without turn by turn, apple every time, ask anyone that uses mapping. As to the distorted ariel views: Hardly anyone navigates in that mode. With one just update, apple maps now has far more business listings than before, etc., apple maps is doing just fine.
    And so the story goes. BTW, I own apple stock, OK I took a bath today (but I started buying in 2008). I'm buying more at 425, and then waiting for it to hit 1000 in 4-5 years, so I can retire. Geez, adjusting for last year's 14 week quarter, this quarter was: 27 percent revenue increase, 7% earnings, 10 million more iphones, 22+ million ipads. than the same quarter last year, and the stock goes down. Who is manipulating the market? Not that it matters
    Finally, In the US, apple is grabbing market share. with about 62% of all new smartphones being apple, vs 56% same time last year. Have fun
    Jan 25, 2013. 02:26 AM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Love the map app. The turn by turn directions (the lack thereof, was the biggest single complaint of google maps on ios products.)

    While there are less places identified, than google maps, that's being "fixed" with additional partners. Meantime, google maps still can't find the Baskin Robbins in boca raton - off by almost a mile. So far, I've used apple maps maybe 3 dozen plus times, to find places and it's been 100%. (not saying they they don't miss, anymore than google doesn't miss).
    Dec 5, 2012. 04:32 PM | 4 Likes Like |Link to Comment
  • Apple's Fiscal 2013: Facts, Figures, Predictions [View article]
    bought a mini in an ATT store last friday. Small store. San Clemente CA They were out of ATT white 32's and 16's, had blacks in all three configurations (I'm only talking cellular models, didn't discuss the wifi only models. Grabbed their last 32gb in black. Store said most models available most of the time, or only out for a couple days, with the white 32 being the biggest problem. I figure they're being fed from an ATT warehouse, so that should tell us something.
    Nov 27, 2012. 09:51 PM | Likes Like |Link to Comment
  • Nomura's Stuart Jeffrey's decision to start Apple (AAPL -1.9%) at Neutral has two parts: he thinks iPhone/iPad Mini supply constraints will limit Dec. quarter sales, and he thinks growth will decelerate from 2014 onwards. Developed markets growth is seen falling into the single digits, and while emerging markets are expected to be stronger, Jeffrey thinks Apple will need to sacrifice iPhone margins, as it goes after cost-sensitive customers receiving lower subsidies. Apple is now down 11% from its Sep. 21 high. [View news story]
    Eaten alive... - all the 7" tablets together make up a small fraction of apple's iPad sales. "Apple nabbed 69.6 percent of the tablet market in the second quarter on 17 million shipments worldwide. Samsung, its arch-nemesis, came in second place with 9.2 percent share on 2.3 million tablet shipments. Amazon and Asus took the third and fourth spots with 4.2 percent and 2.8 percent share, respectively." In conclusion, the Nexus 7 will only have about 1/5, at best and 1/8 the sales of the combined iPads. If there's no iPad mini, then figure 21-23 million iPads. Even at that number for Q4, the Nexus 7 will have most likely 1/4 the units sales of the iPad.
    That makes it a serious product, but "eating their lunch?" The only real question is what the iPad mini vs. Nexus 7 numbers will look like in Q1 of 2013, when there are no supply/productioin limitations to speak of. I'll guess - iPad Mini by 2:1 minimum over Nexus 7.

    But back to the Nexus 7 - from a detailed supply chain analysis I found on "Conclusion - Based on these data points, the estimate for the current sales volume of the Nexus 7 is over one million units. In total, we can expect about 3 million units to be sold in Q3 2012 and another 3-5 million units to be sold in Q4 2012."
    Now I do have the numbers for Q2 - Apple sold 17 million. Forecasts for Q4 with the holidays, are all over the place, but (assuming an iPad Mini launch, 30 million units. Apple likely will likely no longer have 50% market share in another 2-3 years. You can't maintain marketshare, when you only troll on the higher end price wise and have basically 2 models, competing against at least 15 big brands and dozens of lower cost brand-x tablets (especially overseas).
    Oct 10, 2012. 12:11 AM | Likes Like |Link to Comment
  • A California judge issued a preliminary injunction yesterday banning Samsung (SSNLF.PK) from making or selling its Galaxy Tab 10.1. The judge said Apple (AAPL) had made a strong case that the Tab's design violates its patents. A trial is set for July 30. In the meantime, analysts are playing it cool and say the injunction is unlikely to have a significant impact on Samsung.  [View news story]
    I'll take a stab at this kmi comment.
    1: For a very long time cross-licensing was very common in the tech world in order to build upon prior work. Apple has decided that this should no longer be so, and the end result is that innovation and progress are stifled anywhere Apple IP is concerned.
    Answer - Cross licensing still is. But, the Samsung, Google stuff gets tons of press. false. Apple does a tremendous amount of patent cross-licensing. If apple felt Samsung had enough patents they needed, I'm sure there would be cross licensing. However, most likely Apple owns far more, and Samsung, never really seems to care, when "designing products". Maybe they are Jesse James.

    2: The end result is a limiting of the marketplace, a weaker innovation environment, and a hurt consumer.
    Absolutely false. On the contrary it makes for a stronger innovation environment, and one less tolerating of cheap copies - that is shutting down the folks who prefer to steal, than invent.

    I'm sure if patents went away tomorrow, every big pharma company would lay off every person in R&D. You spend a Billion to invent a drug to cure a type of cancer, and some small company decides to copy your cure and sell it for 1cent on a dollar because they spent $100 dollars on R&D...
    Patents make possible the profits that make innovation possible. It's really that simple. R&D costs too much in this day and age. BTW did you know that in California, the universities by state law do not have to pay most royalties? (Grand theft!). They will sue companies for the patents the UC system owns while at the same time freely helping them selves to other patents that they need to do their work. (Sort of like music pirating in China, but far more devious.)
    Jun 30, 2012. 12:28 AM | Likes Like |Link to Comment
  • A California judge issued a preliminary injunction yesterday banning Samsung (SSNLF.PK) from making or selling its Galaxy Tab 10.1. The judge said Apple (AAPL) had made a strong case that the Tab's design violates its patents. A trial is set for July 30. In the meantime, analysts are playing it cool and say the injunction is unlikely to have a significant impact on Samsung.  [View news story]
    Before I start my ramble - background I'm a long time techie sales and marketing person. I managed the first computer store in PA (not when it first opened, but took over in '78). I've worked for Epson, and I run a site that is a top review site for home theater projectors and business projectors I also launched the first website in early 1995 to sell projectors online. Been around a while. I own apple products, but haven't always. We also have one PC here. So, with all that in mind, here goes:
    First re some nonsense: Apple is near the bottom of the list of patent trolls. Apple buys tons of patent rights (as do they all), but has developed far more tons internally. Unlike Google (i.e. buying Motorola strictly for patents), Apple does very little of that. They did go in with 4 or 5 other companies for one large batch of Nortel patents, same bid for the batch that Google passed on joining, then complained when they lost with their own bid. Google wanted all those patents for the bucks, not the tech. All the winners of that batch of patents share those, no fees. Samsung, on the other hand, if not a bigger patent troll than Google (that would be hard) is probably 2nd. They buy them hoping they can use them to work deals on other patents that they obviously "stole". ie. copying the iPhone... Look, if you don't believe in intellectual property, probably this isn't the right forum. If you don't believe in IP, you should be spending this time downloading all the free music you can find on the internet, from any "illegal" sites that don't pay royalties to musicians. You should be sneaking your camcorder into the movie theater, taping movies and making copies for all your friends. And books, might as well just shoplift those...

    Now to the good stuff. True: Apple did not invent the cell phone. Let's see what they mostly invented (every piece of electronics uses patents from all over, especially on basic stuff like power supplies.
    But apple did "invent":
    1. The first practical personal computer 1977-79 - the apple II and II+. That changed the world, it caused Gates to buy Seattle computing to develop MS-DOS as a result of IBM following the Apple II+ to create the IBM-PC.
    2. The modern user friendly computer. Basically we all (over 30 years of age) people know that Windows was a tremendous rip-off of the apple mac, but despite all the patents, Microsoft only had to change the trash can to a different icon. You wonder why they are aggressive today?
    3. Apple "invented" the modern smart phone. Sure Blackburry had email networking nailed, but what apple created changed everything, and we should see blackberry's bankruptcy soon, if someone doesn't buy them just for the patent library they have
    4. Apple not only invented the modern tablet, but they pretty much invented what would be called the modern PDA if not that it's called a t tablet, or a smart phone without the phone. Unlike everyone else, apple has a tendency to actually kill a product that doesn't meet their standards. Consider the Newton. It was nice enough for the day, but it didn't do what it needed to, well enough. Apple pulled it, and then, less than a decade later, changed the world with the iPad. In a sense a direct descendant, though it moved from handwriting to touch as it's main uniqueness.
    5. Voice recognition - apple has done more in the industry than anyone else (except maybe Dragon and IBM), You can go back more than a decade and buy Apple Centris computers geared for voice recognition (and easy to use video production).
    6. Did I fail to mention the mouse? They didn't' invent it (Xerox - Park, most likely, as they built the first mini-computer workstation to use one), but like most Xerox park inventions, it went nowhere. Then Apple introduced the Lisa computer - with the mouse - the forerunner to the first Mac, and thanks to them, there may actually be more computer mice in the world than live ones.
    7. iTunes: changed the world - especially for us listeners - and also for 10's of thousands of musicians that aren't signed to labels, they may not be getting rich from the iTunes store, but they often make far more than they do "gigging". Not the first download site (those were all "illegal", nor the first legal one. No, Apple simply figured out how to create one that's not only legal, but indispensable by music lovers. (unless you own a galaxy and download from somewhere else).
    8. Desktop Publishing
    Enough, a complete and more detailed list will show that apple has changed more industries than any modern company in the world:
    Marketing (including iTunes store)
    Computing (on so many levels - some mentioned above)
    Learning (Apple way back, dominated our schools, before there was the Apple II and II+ there was no such thing as a computer in a classroom, and while apple computers became too powerful but also too expensive to dominate in K-12, Apple is once again becoming dominant on college campuses - both Mac and iPad
    More learning (iPad)
    Protecting their customers - while not bulletproof apples tight environments, including iTunes store, are across their platforms have always been less likely to get infected.
    Dependable - and support - Good products, great support. Check out a Microsoft store some time. The good thing is there are always employees standing around waiting for someone to enter the store, but beyond that... Genius bar, replacements, etc. OK, I don't like that you can't replace an old battery yourself, but that's one of my biggest bitches.
    OK, anyone want to do a list for Samsung, Google, Microsoft, of all the things they pioneered? -art
    PS. Hey they still don't make perfect products. I still bitch that I can't buy a MacBook with enough internal disk space for my purposes, and some things are too expensive, but, I've probably owned 10 apple computers (vs 4 or 5 PCs), I've owned all 3 of the 4 iPhone versions, and have owned all three iPads (btw only once did I buy any of the above, in the first month they were on the market. I wait to decide if I really "need" them. And finally, Siri - isn't perfect - it sucks in loud places - but between Siri, and Dictation on my iPad, those two save me at least 5 hours of time every single week.
    Jun 30, 2012. 12:28 AM | Likes Like |Link to Comment