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The ITC Decision Looms, and QCOM Asks for One More Delay
May 21, 2007
Petition to Request Reconsideration of Commission's Final Determination | edisweb.usitc.gov
The ITC is set to rule this week on the remedy in the BRCM/QCOM dispute. One hope for QCOM: that the Commission agree to delay the case and reevaluate the merits in light of the new Supreme Court decision in KSR.
Jury to Decide BRCM Patent Case in Next Few Days
May 21, 2007
Broadcom Slams Qualcomm With (Another) Patent Suit | www.ecommercetimes.com
All eyes might be on the ITC, but this week a second big decision looms for BRCM and QCOM: a jury verdict in BRCM's patent case currently underway in California.
BYI Gets a Favorable Markman Result Against IGT
May 21, 2007
IGT FIles Patent Infringement Lawsuit Against Bally Technologies | phx.corporate-ir.net
IGT's patent case against BYI took a bad turn last week, with the judge interpreting IGT's patents in a sufficiently narrow way that many of BYI's important games are now likely immune from suit.
KSR In-Depth: Understanding the Implications
May 21, 2007
KSR v. Teleflex | www.orangebookblog.com
The Supreme Court's recent decision in KSR v. Teleflex has generated substantial interest in the investment community. But be careful: the decision is likely much narrower than commentators think.
Patent Trolls Take a Hit at the Supreme Court
April 30, 2007
KSR v. Teleflex: Supreme Court Opinion | www.scotusblog.com
The much-anticipated decision in KSR v. Teleflex is now out, and the result is as expected: lower courts now have much more discretion to declare an obvious invention ineligible for patent protection.
BRCM v. QCOM: ITC Delays Decision
April 24, 2007
ITC Delays Decision in Patent Battle | biz.yahoo.com
The ITC announced today that it will not rule until May 25 on the question of whether and to what extent QCOM chipsets will be excluded as a result of the BRCM complaint. The news does not much change things; still, the highest-odds outcome is a modest exclusion order that offers protection to BRCM but does not seriously hamper QCOM's business.
Broadcom v. Qualcomm: Settlement Now Unlikely
April 13, 2007
Broadcom Adds to Qualcomm Battle | www.thestreet.com
Broadcom's latest filing against Qualcomm might not itself contain much new information, but the fact of the filing does tell us one interesting fact: QCOM and BRCM are likely heading to trial in May after all.
Google v. Viacom : Ramifications
April 13, 2007
Viacom v Google: The $1bn battle for content | news.independent.co.uk
The legal squabble between Google and Viacom will indeed have implications for a whole host of content businesses. The net result will be increased obligations to monitor, and also increased opportunities to profit.
SanDisk v. STMicro: The Other Shoe Drops
April 9, 2007
Federal Circuits Rules in Favor of SanDisk | fedcir.gov
As I wrote last week, the Federal Circuit has surprisingly given new life to SanDisk's old preemptive strike against STMicro. Now, the first implication has shown itself: the April trial is no more.
NOK Makes a Clever Move Against QCOM
April 9, 2007
Nokia makes payment to Qualcomm for right to use UMTS patents | www.nokia.com
The latest strategic move in the battle between Nokia and QCOM has the investing community abuzz: NOK just pre-paid for the patent rights that it says it is entitled to under RAND terms. The move is a good one in terms of reducing the odds of injunctive relief and tirple damages, but it does not change the core issues at stake in the fight.
SanDisk v. STMicro: Federal Circuit Rules
March 27, 2007
SanDisk v. STMicro: Federal Circuit Opinion | fedcir.gov
After two years of waiting, SanDisk (SNDK) just won its appeal on the question of whether the firm is allowed to preemptively sue STMicro over 14 of that firm's patents. The win opens an intriguing possibility: moving the now-pending jury trial from patent-happy Texas to the more reasonable confines of Northern California.
IGT v. BYI: Nevada Court Rules on Motions for Summary
March 26, 2007
IGT: Investor Updates | ir.igt.com
Neither IGT nor BYI issued a press release, but last Thursday the Nevada court issued an important ruling on each firm's several motions for summary judgment. The outcome favored BYI and was for me a bit of a surprise.
FTC Ruling Favors Rambus (RMBS)
March 20, 2007
Federal Trade Commission Grants Partial Stay in Rambus Case | www.rambus.com
The FTC just announced its decision on Rambus' several requests for clarifications and adjustments to the pending order on SDRAM and DDR1. The new decision favors Rambus on several levels: it confirms that the low regulated rates only apply forward-looking, and it establishes an escrow to protect Rambus while the appeal moves forward.
March 19, 2007
Qualcomm, Broadcom Agree to Drop Suits | biz.yahoo.com
Friday night came the announcement I had predicted just an hour earlier: a much broader settlement of litigation between Broadcom and Qualcomm. Here, I run through the cases that remain, and identify the ones that now should take center stage.
BRCM and QCOM: A Breakthrough?
March 19, 2007
Qualcomm, Broadcom settle patent dispute | www.businessweek.com
It seems that almost daily we hear that one or another patent case involving QCOM is settling out. But the news from Thursday might be of substantially more importance; this settlement might really matter.
Microsoft is Right: Google Is In Trouble
March 9, 2007
Microsoft's Copyright Assault on Google | www.businessweek.com
Microsoft's high-profile attack on Google is surely a PR move, but that does not change the underlying reality: Google's Book Search project is illegal, and Google is ultimately going to have to pay for the infringement it commits.
QCOM and BRCM: Four Patents Gone
February 27, 2007
QUALCOMM and Broadcom Agree to Dismiss Certain Patent Claims | www.qualcomm.com
Qualcomm and Broadcom announced last week that they had settled disputes involving four patents. But these are minor settlements and they mainly clear the way for both firms to focus on the bigger battles ahead.
QCOM v. BRCM: Reading the Press Releases
February 20, 2007
QCOM Clarifies Broadcom's Misleading Description of Court's Ruling | www.qualcomm.com
Last week, QCOM and BRCM both released strange press releases describing a January court ruling. BRCM pitched it as a big win for BRCM's WCDMA chip business. QCOM claimed BRCM was off base. The reality, no surprise, lies somewhere between.
QCOM BRCM ITC Hearing: Stay the Course
February 13, 2007
ITC Sets Hearing in Qualcomm Patent Case | biz.yahoo.com
The ITC announced today that it will delay the final appeal in the patent case involving BRCM and QCOM, adding another hearing in March before reaching a decision in May. But make no mistake: delay or not, the odds of a meaningful exclusion order are terribly low.
February 6, 2007
FTC issues Rambus antitrust order; Rambus plans appeal | www.marketwatch.com
Investors have so far missed the big implication of today's FTC announcement: yes, Rambus has been ordered to charge low rates for SDRAM and DDR1; but the FTC did not regulate at all the price for DDR2. That is a huge win for Rambus. DDR2 is the future, and Rambus' patents on point are now in the clear.
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