Apple is fighting the verdict from last week’s case, awarding Mirror Worlds, LLC $625.5 Million for infringement on document display to the screen.
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At least, in the digital world.
iTunes allegedly infringes on video processing patents, see here:
While this shouldn’t cause major problems for AAPL, it is yet another annoyance in the business world as a result of being able to patent anything in the software world.
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rastard
Becoming? Seems like our patent system has needed a complete overhaul for quite some time…
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caruso2323
@rastard
Yes … Especially in terms of SPEED for getting a patent … and … Resolving greedy claims for the sake of “Intellectual Property” …
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http://www.reuters.com/article/idUSTRE68F0AC20100916
MSFT is pleased with sales, indicates that Xbox 360 market is still healthy.
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RattyUK
hmmmm. Still healthy? How many billions of dollars did Microsoft throw at this thing? Remind me please – they’ve had at least TWO billion dollar write-offs.
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sworoc
I agree, they sure seem to be losing money in this segment. My summary above was reflecting the article’s position, not my own.
Disclosure: I’m a PS3 and Wii owner.
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RattyUK
I have all three – but the 360 has a dark ring of death – the entire ring is black and no access to any of the peripherals – the computer works fine but the USB / bluetooth are dead.
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sworoc
MSFT finds themselves in a tough spot, they could make back some of their investment if they would release a PS3 version of Halo, the Call of Duty games prove that the genre will sell well. However, they hope that gamers will buy an Xbox360 for the chance to play an exclusive game like Halo.
Seems to me that either way, Activision and the like are the real winners. The money is, and always has been in the software part of console gaming. Having a multi-platform game is a sure way to make profit, if your game has any kind of quality. Exposure to such a wide audience opens up so many other directions for your franchise.
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With “The Event” coming this week, and a nice jump this morning, what are your feelings about us seeing 260 this week?
Looking at the recent trends, is the 260′s a good selling opportunity?
How will the broader market limit AAPL’s growth on good news?-
hocm12
I don’t know, today was horrendously bad. The only way to reverse is to get some impressive iphone/ipad numbers Wednesday, but we may sell off after the event like usual.
i’m just sick of this lack of leadership and general confusion we are in.
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conshmillo
@hocm12
“lack of leadership”???
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Nicu
What leadership ? Political ? In the market ? At Apple ?
Apple has strong leadership and Apple leads strongly several markets. Dozens of wannabes try to emulate Apple products / services.
Arguably the US has strong leadership, but let’s not get into that.
In the market, the sentiment is the leader, in other words (almost) everybody goes with the flow (err, sorry, herd).
Don’t expect any of those to change anytime soon
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sworoc
Thanks Nicu, good points.
I do think that events help remind people just how special Apple is in the industry. I remain hopeful that we will see the 260′s this week, though I’m not sure about the other two questions.
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hocm12
lack of leadership from Washington and the Fed. to overhaul the health care and regulate wall street in the middle of a recession with millions of jobs being shed is moronic.
obviously aapl has great leadership. we need more leaders like SJ out there
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Nicu
@hocm12
leadership means to be able to take difficult decisions looking at the broader (long term) situation, even if that hurts in the short term and goes against the general opinionUS was / is a third world country when looking at the health care and pensions (the latter – gambled and lost by wall street) – it’s just the strongest (wealthy) who survive; this is the same in the poorest countries on earth; big fat oil companies are heavily subsidized but not hospitals … take a moment to think about that !
should I start talking about the financial system ? which almost destroyed everything ? do you think we should let it as is ? the second time could be fatal !
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conshmillo
@nicu
Looks like your kiddo is into yoga! (or is it you) -
hocm12
anyway, back to AAPL, what do you guys make of the ipad being available in 24 hours?
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Nicu
@hocm12
a 6M quarter ?can’t wait to see the same thing for the iPhone !
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hocm12
that would be terrific. that would mean getting a 6-7 million total ipad number wednesday. as for iphones, i’m counting on 10 million for the quarter if the supply allows it
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Zee
@nicu
6M? I lost track of all the ideas tossed around on this thread? Assuming you’re referring to iPad sales? Regardless. The thing I wanted to add was when WS was projecting annual sales, I asked how much would Apple make for every million iPads sold, and I think it was Huberty who said, 1 billion. Is that close?
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Nicu
@conshmillo
my daughter
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conshmillo
@hocm12
unregulated wall street created the mess we are in, in case you were hibernating in November 2008.To overhaul the healthcare that is bleeding incomes of regular families is bad how? Sky rocketing prices for health insurance are result of uninsured using services and not paying for them. That rises price for everyone. They are not going away. Mandatory insurance will require everyone chip in and those who can’t get assistance. In any case if you are worried just about your own, it will decrease your premiums, not increase them. I don’t see XLV suffering as a result of overhaul of health care. It is in par with where S&P 500 is. Since April 2010, S&P 500 is down -11.28%. XLV is down -12.00%. So no effect on industry but great benefits for end customers. Too bad public option didn’t pass. Premiums would be even lower as private insurance would have to match public option to stay competitive. Public option doesn’t carry 30% overhead that private insurance has to pay to it’s investors.
As for leadership in Washington. We have the most pragmatic president one can wish for. In situation we are in I am happy there is someone with cool head.
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Nicu
The ASP for iPads is about $650 so they make $2B in revenue for every 3M iPads sold. I would adventure to say that they have GM of at least 50% (worst case 40% and growing with volume). That means about $1B in “profits” before operating expenses and taxes. Let’s say that all these are about $400M so you get $600M profits or $.66 EPS for every 3M iPads or $.22 EPS for 1M
All this is very rough approximation but 6M this quarter would mean $1.3 in extra EPS and 9M (crazy hypothesis but I would not bet much against it) would mean $2 EPS only from iPads. Hopefully the market will get it this time, we are in the middle of the tipping point !
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Where do you guys look at your AAPL options chain? I haven’t found one that is exactly what I’m looking for, although yahoo and marketwatch have fairly decent options.
Your thoughts:
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Nicu
they look decent on yahoo (they were gone for some time) – I look in my trading account / software (ETrade)
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conshmillo
-tdameritarde, thinkorswim (as all major others) accounts have them
-check bigcharts.com
-download free version of iSwim app from AppStore, you should be able to check options, futures on it without having an actual account -
sworoc
Thanks guys!
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rastard 5:25 pm on October 4, 2010 489 days ago Reply
This seems like a perfect example of why granting patents on software should be abolished.
Apparently the infringement is based on “patents that touch on creating “streams” of documents that are automatically sorted according to time stamps” — which seems to fail an obviousness test.
http://www.appleinsider.com/articles/08/03/17/lawsuit_targets_time_based_sorting_in_apples_ipods_time_machine.html
sworoc 9:56 am on October 5, 2010 489 days ago Reply
I completely agree.
rastard 5:36 pm on October 5, 2010 488 days ago Reply
Interesting chart, somewhat related: http://static.guim.co.uk/sys-images/Technology/Pix/pictures/2010/10/5/1286277620429/mobilelawsuits.png
conshmillo 5:50 pm on October 5, 2010 488 days ago Reply
@rastard
google is not suing anyone. what a losers…
sworoc 3:48 pm on October 6, 2010 487 days ago Reply
Surely we will eventually just see the patent system collapse. Nobody can sell products at a profit if they have to license 100 different patents for a single device, plus pay court fees for all future infringement. What a sad system.
sworoc 3:48 pm on October 6, 2010 487 days ago Reply
Also, Motorola wanted to get in on the action:
http://www.reuters.com/article/idUKN0612048720101006?type=companyNews