GLG News by Hardware / Computer Patent Experts: Lawyers

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

No-Key-Ah Continues: Chapter Two- Jumping Through The Window...from Which Story?

February 27, 2011

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Nokia is out of focus concerning the supply chain problem. The Android Open Source OS is the easy solution. But instead of strolling out the front door with winning lottery ticket and running to the wide market field to cash it in like a #1 generalist handset provider should do, Nokia jumps out of a window! Windows 7 OS. The remaining question is from which story? It won't take too long then you can tell from the length of the screaming when it has fallen from the high window: No-key-AAaaahhh!

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Chewing Before Swallowing

March 5, 2009

Analysis of:Nokia considering entering laptop industry | www.reuters.com

Chewing before swallowing. It may be an elephant this time. When Nokia can not swallow the current hot smart phone soup and looking over other table's dish for internet content from PC, it could end up with no meal in either table. Late 90, Intel announced so many times wanting to enter communication market. What is Intel's position in the handset market today? Bottom line is that business models are fundamentally different between PC and handset market. PC is driven by performance and handset is driven by delivery. It is impossible for one of them to transform from one to another.  Nokia may spell "P" into profit and "C" into cheap. But the point is that Nokia has no experience in PC business.  Take away: Do not read too much. Giants like Intel or Nokia, talk nonsense sometime. The information released, while reading between the line, showing that Nokia is in denial mode of failing smart phone market and does not know what to do about it.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

Federal Trade Commision: Patent Reform, Part II

December 28, 2008

Analysis of:Address by Chief Judge Paul Michel to the FTC Commission on Evolving IP Marketplace | www.cafc.uscourts.gov

The Federal Trade Commission attracted significant attention five years ago when it issued a report broadly questioning patent system doctrines and procedures.  Now, the FTC is back, this time gathering empirical evidence and working to put forward more targeted reforms that could find their way into patent reform legislation.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

IDCC: Next up, Nokia

December 28, 2008

Analysis of:Form 8-K for InterDigital | biz.yahoo.com

InterDigital has settled its 3G dispute with Samsung, for an amount still largely unknown.  Now all eyes turn to Nokia.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

Does TiVo Have a Lock on DVR Technology?

December 28, 2008

Analysis of:Cablevision Plays a New Recorder Tune | www.fool.com

One of TiVo's long-loved charms was that its patented DVR technology seemed to give it a bit of control over the now-crowded and increasingly popular DVR market.  But holes continue to emerge, among them the Dish litigation and the RS-DVR.

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