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dmarilley

dmarilley
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  • The U.S. patent office rules an Apple (AAPL) patent used in its pinch-to-zoom implementation shouldn't have been granted, boosting Samsung (SSNLF.PK) in its attempt to overturn a $1.05B U.S. jury verdict against it in its global IP war with Apple. The patent was one of six that Samsung was ruled to have breached in the companies' summer trial and is the second of those six to have been preliminarily struck down. [View news story]
    Obama after Cook, watch out.
    Dec 20 02:56 AM | 2 Likes Like |Link to Comment
  • Why Analysts Missed The Apple Correction [View article]
    Low level article. I'm an analyst, was short heavily on clear distribution from 660 to the top reversed 300 percent at sub 511, and then went long to 590, and shorted there remain short day trading covered puts against short.
    Dec 7 05:54 PM | 2 Likes Like |Link to Comment
  • As Apple (AAPL -1.2%) sold off again, the USPTO made a preliminary ruling to invalidate all 20 claims in an Apple multi-touch patent used in cases against Samsung and Motorola. Apple will doubtlessly appeal the ruling, which comes 6 weeks after the USPTO preliminarily invalidated Apple's "rubber-banding" patent. Meanwhile, the shipping date for the new 27" iMac, already stated by Apple to be supply-constrained, has been pushed out to January. The 21.5" iMac has a shipping time of 7-10 business days. [View news story]
    Patent trolling is so distasteful, but Cook knows about that rather than authentic innovation, which is clearly long gone in Cupertino.
    Dec 7 04:42 PM | 2 Likes Like |Link to Comment
  • Apple's Margin Hike Sell-Off: Should You Care? [View article]
    Since when does parabolic (SECOND DEGREE) climb faster than exponential? Do you mean parabolic on a log grid?
    Dec 5 08:34 PM | 2 Likes Like |Link to Comment
  • Don't Fear Margin Compression: The Apple Sell-Off Is Overdone [View article]
    Margins will be halved from current levels.
    Nov 20 04:55 PM | 2 Likes Like |Link to Comment
  • VirnetX (VHC) +28.6% following its legal win against Apple. Though the ruling was related to FaceTime, VirnetX's VPN patents could theoretically be asserted against many other products - the company is also suing Cisco, Avaya, and Siemens. An Apple (AAPL) attorney sounds defiant: "VirnetX is not entitled to money for things they did not invent. The VirnetX technology, if used, is a small part of very large, complex products." Samsung and Google probably feel the same away about some other patents. (PR[View news story]
    It is becoming rapidly evident that AAPL management has a perspective that in and of itself could destroy the company.
    Nov 7 10:07 AM | 2 Likes Like |Link to Comment
  • Apple Investors' Greatest Weakness [View article]
    Well this aapl move has been an easy read, very easy if you know technical analysis. The fundamentals of their margins are going away just as clearly.
    Nov 2 06:07 PM | 2 Likes Like |Link to Comment
  • Apple's Positive Uncertainty: Universal Remote iPad [View article]
    If this is supposed to be innovation then there is a lot more laughable reality in Cupertino than I ever imagined.
    Oct 10 08:40 PM | 2 Likes Like |Link to Comment
  • Why Apple's Valuation On An Ex-Cash Basis Is A Bit Misleading For Potential Investors [View article]
    High cash reduces the risk premium of any security, and maximizes operating flexibility. That makes everything better, especially in this day and age.
    Sep 3 10:43 AM | 2 Likes Like |Link to Comment
  • Apple: Pricing Policy, Pricing Power, And Profit [View article]
    You would be way better off doing a rigorous Michael Porter "Competitive Strategy, Competitive Advantage'' analysis.
    Sep 3 02:25 AM | 2 Likes Like |Link to Comment
  • Apple: Now A 'Trading' Stock [View article]
    AAPL has help like a champ if you look at the component sector of this area like touch screen technology and the like.
    May 9 06:23 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) says it has already sold out the supply of new iPads set aside for pre-order, and will push back their ship date to Friday, which is the official launch date. Apple had previously told customers they would receive their pre-ordered iPads the same day the tablet goes on sale in stores.  [View news story]
    Well any statistically literate financial analyst could have forcasted initial demand. I hope Apple wasn't surprised?
    Mar 11 07:44 PM | 2 Likes Like |Link to Comment
  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes [View article]
    Subsidies are going away. Phones are not special. Why will anyone be able to sell a phone for even 350.00??
    Apr 13 05:09 AM | 1 Like Like |Link to Comment
  • Apple Investors May Need A Reality Check [View article]
    Apple is now weak on the Engineering thing. No need to list the transgressions.
    Apr 2 04:35 AM | 1 Like Like |Link to Comment
  • How To Know When To Short Apple [View article]
    Blair writes the best articles.
    Mar 27 12:38 AM | 1 Like Like |Link to Comment
COMMENTS STATS
480 Comments
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