G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
Understanding the InterDigital Patent Dispute
March 25, 2008
InterDigital Soars on Settlement Hopes | www.forbes.com
Investors in IDCC have long worried that, even if the firm has good patents, it will be years until Nokia and Samsung pay their first penny. That is why this week's news about intense settlement negotiations caused a stock spike. But it is also why InterDigital has to be cautious when it talks about the up-coming ITC case with Samsung and the newly scheduled arbitration with Nokia.
February 27, 2008
Stay Motion Granted in U.S. ITC Wireless Action | www.tessera.com
Bad news out of the Patent Office combined with a disappointing ruling at the ITC to fully clubber Tessera's stock over the last two days. Scratch the surface, however, and the loss is nowhere near as significant as some seem to believe.
BRCM v. QCOM: Reasons for Concern at the ITC
February 25, 2008
Commission Investigative Staff's Response to Motions to Intervene | edisweb.usitc.gov
Last year, BRCM convinced the ITC to issue an exclusion order barring the importation of certain power-saving technologies that were then in common use. QCOM responded by developing a "work-around" that supposedly could be imported because its underlying technology was sufficiently different from the banned version. Now, the ITC is investigating whether QCOM in fact has a sufficiently different technology in hand, or whether instead QCOM's new versions should be barred alongside the old ones. The problem? One of QCOM's defenses for its new version has already been called into question by the ITC staff.
QCOM v. NOK: Delaware Gets the Green Light
February 25, 2008
Nokia, Qualcomm will Stand Down on Patent Suits | www.bloomberg.com
After weeks of delay, QCOM and NOK finally agreed today on the details of what will be covered in the Delaware litigation. There were few surprises. The CDMA arbitration is now officially history. The patent "stand down" is in effect. But the most important thing to recognize is that, no, settlement is not on the horizon.
February 25, 2008
TSRA 10-Q Filing at the SEC | yahoo.brand.edgar-online.com
Tessera begins a big hearing this week at the ITC. But the firm's more interesting legal fight is playing at the Patent Office, where several reexamination proceedings are underway, and questioning the validity of some of the firm's most important patents.
Limelight v. Akamai: The Trial
February 7, 2008
Limelight Networks Announces Rulings on Pretrial Motions; Trial on Remaining Patent to Begin Monday 11 February | biz.yahoo.com
Limelight and Akamai are ready to face off next week in front of a jury. At issue? Akamai's long-standing claim that Limelight's basic architecture violates one of Akamai's main patents.
QCOM: BRCM and NOK Fights Drag On
February 1, 2008
Ban on Qualcomm 3G chips left in place | www.reuters.com
Recent news in both the BRCM and NOK fights confirm what many of us have been saying for a while now: these litigations are nowhere near over, and QCOM has a long road to travel before it will finally clear these issues and emerge with a (very) healthy forward-looking business.
The Fight over Ripping Music at Home
January 31, 2008
Rip This, and Sue That | www.npr.org
The Washington Post recently reported that the Recording Industry of America (RIAA) was suing an Arizona man for copying onto his computer music that he had legally purchased in physical form. The story turned out to be false; RIAA was not suing on such a theory. But the mistake was picked up on CNN and echoed throught the popular press, and as a result today there is enormous pressure on RIAA to speak up about what the law really says about home copying of legally purchased music. In this post, I talk about what they have and what they should say -- and the gap between those two.
Tivo v. Echostar: Decision Coming
January 28, 2008
Patent Office Upholds TiVo Patent; EchoStar Appeal Still Pending | www.siliconvalleywire.com
Almost everyone seems to expect that Tivo will (any day now) win its patent appeal against Echostar, and with that I also agree. But what about damages? Even though the jury awarded only roughly $74M, I think the appeals process will end with a much bigger pricetag. Indeed, I'm expecting a number closer to $150M.
January 28, 2008
Order Denying Motions to Accord Prima Facie Effect & Collateral Estoppel to FTC Opinion | investor.rambus.com
This week, Rambus begins a jury trial that could significantly affect the firm's future. At issue, the JEDEC controversy: namely, the question of whether Rambus behaved legally when it involved itself with the JEDEC standard-setting process but failed to disclose that it was at the same time working to patent aspects of the proposed standard itself. Win, and the firm has a good shot at substantial royalties for patent infringement. Lose, and many of the firm's patents could all go for naught.
December 26, 2007
Acacia Research Subsidiary, Computer Acceleration Corporation, Receives Jury Verdict in Patent Infringement Case | biz.yahoo.com
The Acacia business model is a repulsive one on public policy grounds; and in the coming months patent law is likely to catch up with the firm and further constrain Acacia's growth potential.
QCOM: What is Merrill Lynch Thinking?
December 14, 2007
Merrill Lynch Downgrades QCOM | www.thestreet.com
Merrill Lynch downgraded its rating on QCOM today, citing yesterday's loss at the ITC as a "major negative" and lamenting that now QCOM is unlikely to be able to settle the broader NOK fight anytime soon. That analysis is hard to fathom. Yesterday's news was a setback to be sure, but for it to be a "major negative" someone would have had to have expected that a win was actually going to be of economic consequence and/or lead to sooner settlement. Those theses both seem far off base.
QCOM v. NOK: Decision Looming at ITC
December 13, 2007
QCOM Files Complaint Against NOK in ITC | www.qualcomm.com
The Administrative Law Judge (ALJ) overseeing QCOM's GSM case against NOK is scheduled to issue his tentative ruling today. Here, I run through my current thinking on the matter.
BYI v. IGT: Markman Decision Announced
December 13, 2007
BYI's Wheel-Based Patent | www.google.com
The court in Nevada has issued its Markman order, determining the meaning of the patent at issue in Bally's (BYI) patent lawsuit against IGT. The result is a mixed one, with BYI prevailing on most claims but receiving an awkward interpretation of claim 19.
QCOM v. NOK: Keeping Track of the Arbitrations
November 29, 2007
QCOM Wins a Round in Patent Battles with Nokia | www.reuters.com
The ITC this week declined to puruse a complaint filed by NOK, explaining that an investigation would be inappropriate given the pending QCOM/NOK arbitration.
Silicon Graphics v. ATI: Summary Judgment Pending
November 29, 2007
Silicon Graphics sues ATI over patent | news.zdnet.co.uk
Silicon Graphics emerged from bankruptcy and quickly launched a patent lawsuit against ATI. Now, that case has come to a head, with both parties filing motions that could plausibly and decisively end the case prior to the start of an actual jury trial.
IGT v. BYI: Shifting the Fight to the Patent Office
November 29, 2007
IGT Files Patent Infringement Lawsuit Against BYI | phx.corporate-ir.net
The Delaware patent infringement lawsuit brought by IGT against BYI looks like it is shifting away from Delaware and into a Patent Office process known as re-examination. The result is a high stakes moment where BYI might significantly lessen IGT's threat, but it might fail and thereby strengthen IGT's hand at trial.
QCOM v. BRCM: Injunction Likely in Santa Ana
November 26, 2007
Judge Keeps QCOM v. BRCM Trial Verdict | biz.yahoo.com
The Santa Ana patent dispute has dragged on longer than expected, but the case is now set for its last big step: issuance of an injunction against continued infringement by QCOM.
QCOM: Thinking Strategically about Arbitration
October 29, 2007
ALJ Grants QCOM's Motion to Terminte NOK ITC Complaint | biz.yahoo.com
The ITC recently made a tentative ruling dismissing a NOK patent complaint on the ground that the issues were already intertwined in the QCOM/NOK CDMA arbitration. That ruling reinforces an important reality of the NOK/QCOM fight: the CDMA arbitration is part of the reason that this fight is dragging on.
Cablevision in Court; Tivo Watching
October 29, 2007
Cablevision, Studios Vie in Court over Network DVR | www.reuters.com
Litigation underway between Cablevision and the media companies might not look all that important, given that the technology at issue has barely seen the light of day. But the long-run issue here is the legal status of all sorts of high-tech copying and distribution technologies, and that will matter a great deal to not only the content community but also to vulnerable firms like Apple and Tivo.
January 26, 2012
Only 3% of the affluent are "under water" with their home mortgage
December 27, 2011
Affluent consumers head online to shop
December 27, 2011
Holiday spending by affluent may be a pleasant surprise for retailers
December 27, 2011
The future of sourcing in Asia
December 16, 2011