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.
Qualcomm (QCOM) Litigation Update
January 24, 2007
Patent Counting, A Misleading Index of Patent Value | www.qualcomm.com
Qualcomm (QCOM) continues to pursue litigation across the globe, with patent cases in the US; antitrust inquiries in Korea, the EC, and Japan; and an important looming date at the ITC. Most immediately, however, a jury is poised to rule on one of QCOM's smaller disputes with Broadcom (BRCM).
SanDisk(SNDK) Litigation Update
January 24, 2007
SanDisk's Patent Battles 'Getting Ugly' | ce.seekingalpha.com
SanDisk continues to be a survivor on the legal front, notching up a few more small wins in the last few weeks. The important legal events on the horizon are still the two I have written about before: the upcoming patent trial in Texas, and the ITC decision that is now delayed until June. But these smaller wins signal that SanDisk is handling its cases well and might be able to succeed in the more substantial battles that lie ahead.
XM Satellite Radio (XMSR): Big Court Loss Will Force Changes
January 24, 2007
XM's Inno Lands in Court | www.fool.com
The market does not seem to realize it yet, but XM Satellite Radio (XMSR) is now all but assured to lose its big copyright case against the music industry. The nail in the coffin: a decision last week under which the district court judge ruled against XM on what was its central, indeed its only, plausible defense. Expect XM to cut a deal and settle the case quickly.
Apple Again Errs on Trademark Negotiations
January 12, 2007
Cisco, Claiming Ownership of ‘iPhone,’ Sues Apple | www.nytimes.com
Apple is no stranger to disputes over the use of trademarked words. Unlike its fight with the Beatles, however, this time Apple has very little ammunition for its cause.
Eight Patent Disputes to Watch in 2007
January 11, 2007
Get Even More Bullish on the Dow | www.thestreet.com
With the year coming to a close, it is time to look ahead. Here, I outline eight cases that I will be watching in early 2007: patent disputes that might well come to a head in the next few months, wiith possibly big consequences for the relevant firms.
BYI v. IGT: Bally Scores an Unnoticed Victory
January 11, 2007
Nollenberger Capital Partners Analyst Downgrades Bally Technologies | biz.yahoo.com
Over the last few days of November, a Markman was held in IGT's patent case against Bally. Analysts have reported the hearing as if it went poorly for Bally, and in some ways it did. But in one important but unnoticed way the hearing went quite well for Bally: the judge subtly but repeatedly seemed to express doubt as to whether IGT's patents are even valid in the first place.
SanDisk (SNDK): Litigation Outlook Bright
January 11, 2007
SanDisk Announces Fourth Quarter Earnings Call | www.sandisk.com
As analysts work to evaluate SanDisk's latest financials, the news from the legal side is surprisingly positive. Despite a long run of inexcusable mistakes and likely culpable behavior, SanDisk today is largely sitting pretty, with little downside but substantial upside on its upcoming litigation calendar.
Patent Law: Third-Party Liability Clarified
January 11, 2007
DSU Medical v. JMS | www.fedcir.gov
As investors well know, clarifications to patent law can very significantly impact a firm's bottom line. Last year's Supreme Court decision in the eBay case, for instance, today comes up all the time in conversations about firm financials, because that case makes it much easier for an accused infringer to persevere in litigation. The upcoming decision in KSR similarly has people talking, because that will likely hurt firms like Acacia and NTP that litigate patents of questionable validity. Now, from the Federal Circuit, another substantial ruling, this time on third-party liability.
IGT v. BYI: Bally Losing a Battle but Winning the War?
December 29, 2006
Bally Technologies Announces Business Update | biz.yahoo.com
Last month, the district court in Nevada held a hearing in which the court worked to decide how to interpret IGT’s several patents on both wheel-based casino games and player-tracking technology. As others have reported, the hearing on the merits went poorly for Bally. What others have missed, however, is that there was a substantial silver lining: although the court seems likely to read the patents in a way that would benefit IGT, the court also seems to doubt that these patents are valid in the first place.
SiRF v. Global Locate: The GPS Patent Wars Begin
December 29, 2006
SiRF Sues Global Locate for Patent Infringement | biz.yahoo.com
GPS Navigation systems are big business today, showing up in high-end cars and also selling briskly in various stand-alone portable implementations. To date, the market has evolved without substantial patent litigation. But no longer, thanks to a newly filed suit between SiRF Technology and Global Locate.
SanDisk v. STMicro: Texas and the ITC Will Both Rule in Early 2007
December 29, 2006
Stars MisAlign for SanDisk | users1.barrons.com
SanDisk and STMicro have underway a mess of litigation, spread over a variety of courts and jurisdictions. Two cases are coming to a head, however: the ITC should rule roughly in April on SanDisk’s allegations that STMicro infringes several SanDisk patents, and a jury should rule on cross-cutting patent charges in the main Texas litigation. The combined outcomes could be very favorable to SanDisk.
December 14, 2006
ITC Finds Qualcomm Violated Patent | biz.yahoo.com
Although the ITC hearing continues to steal headlines, the important litigation looming for Qualcomm (QCOM) are the upcoming proceedings at the EC. And the star of those proceedings? My prediction is that the star will be QCOM's technology.
Acacia, Network-1: Good Times and Bad for the Patent Trolls
November 30, 2006
Network-1 Receives Ruling in Markman Hearing | biz.yahoo.com
Good news from a patent court has rightly called attention to Network-1's patents on power-over-Ethernet technologies. But bad news from the Supreme Court threatens not only Network-1, but also and much more seriously comparable patent licensing firms like Acacia.
Patent Reform at the Supreme Court: KSR
November 21, 2006
Pay to Obey | select.nytimes.com
The New York Times ran an editorial a bit ago calling for patent reform, and the Supreme Court is about to answer that call. The case, KSR v. Teleflex, is at the surface a narrow dispute over a particular legal doctrine. But, like last year's eBay case, it could fundamentally rebalance the patent system.
November 21, 2006
QCOM Investors Back Legal Fight | biz.yahoo.com
Qualcomm's recent messages to its investors make clear that the firm is prepared to litigate the full range of patent and antitrust cases that are now pending in the United States and Europe. Here, I look in at one group of those cases: Qualcomm's several pending patent disputes with Broadcom.
QCOM/Nokia: Let the Litigation Begin
November 16, 2006
Qualcomm Not Optimistic About Nokia Deal | biz.yahoo.com
Qualcomm has reported that it is not optimistic about reaching a deal with Nokia prior to the April deadline. And no wonder. With the Europeans now seemingly poised to announce a formal investigation of Qualcomm's pricing practices, the time for negotiation has run out. This fight is going to court.
Palm v. NTP: Forbes is Wrong; Palm Should & Will Fight
November 16, 2006
Why Palm Should Give in to NTP | www.forbes.com
NTP filed suit last week against Palm, alleging that Palm's wireless handheld devices infringe some of the same patents that NTP last year asserted successfully against RIM. Columnists seem to think that Palm will settle fast. In my view, however, that is neither what Palm will or should do.
Rambus: FTC Hearing Scheduled for November 15
October 30, 2006
Rambus : Notice Scheduling Oral Argument | www.ftc.gov
The Federal Trade Commission (FTC) has scheduled oral argument for November 15 in its on-going inquiry into Rambus' interaction with JEDEC. At risk for Rambus is the possibility that the FTC will impose a low or zero royalty on Rambus' SDRAM, DDR SDRAM, and even DDR 2 SDRAM technologies.
Google Buys Legal Liability, Pays Premium
October 17, 2006
Google faces copyright fight over YouTube | business.guardian.co.uk
Google might have meant to purchase a new media website, but what the firm actually bought was a mess of copyright liability that will either send the firm into litigation or seriously constrain its ability to turn YouTube into a profit center.
SanDisk and STMicro: Litigation Moving Forward
October 17, 2006
SanDisk (SNDK) 10-Q: Legal Proceedings | ccbn.10kwizard.com
SanDisk's 10-Q lists seven different litigation matters involving STMicro. In the next few weeks, a few important judgments should issue; but the main events are slated for April 2007 and beyond.
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