GLG News by Warehouse Club Experts

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

BRCM v. QCOM: The Santa Ana Patent Case Up on Appeal

July 30, 2008

Analysis of:Audio from Broadcom v. Qualcomm Federal Circuit Appeal | oralarguments.cafc.uscourts.gov

There are two big BRCM/QCOM cases rapidly moving toward their final scenes: the ITC case, which I discuss in a previous post; and the Santa Ana patent case, where BRCM asserts three patents.  Earlier this month, the Federal Circuit heard the appeal in the Santa Ana case; and if they heard the issues the way I did, QCOM gained considerable ground, in particular on the '686 patent.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

RIMM Works the Patent System - Finally

July 30, 2008

Analysis of:RIMM Gets a Delay in VISTO Patent Trial | www.informationweek.com

A few years back, RIMM was the poster child for a firm whose procedural decisions cost it a fortune.  Back then, the problem was that RIMM challenged NTP's patents, but did so too late, such that RIMM lost its court case before the Patent Office had enough time to reevaluate and ultimately call into question the patents.  Fast forward to this summer, however, and RIMM has learned its lesson.  RIMM has succeeded in challenging Visto's patents early enough such that the Visto patent case has been stayed and thus the Patent Office can do a full and final review.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

RMBS: Is Quanta Relevant?

July 30, 2008

Analysis of:Transcript of RAMBUS Q2 2008 Earnings Call | seekingalpha.com

Earlier this month, Judge Whyte announced that he would hold a hearing in late August to evaluate whether the QUANTA decision out of the Supreme Court has any impact on the pending Hynix remedy.  Hynix's lawyers think it does.  I disagree.

David WorkmanExecutive DirectorPRO Group

Consumer Confidence Index

June 30, 2008

Analysis of:Consumer confidence nears all-time low | money.cnn.com

Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

What Next for Tessera?

June 26, 2008

Analysis of:Tessera Says USPTO Rejects Some Claims In Patent Case | blogs.barrons.com

With the '419 patent now back for another few months of patent review, Tessera has a clean shot at two big legal events: resolution of the Amkor arbitration, and an initial decision from the ITC.  The scary part: almost everyone seems to expect that TSRA will win both.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

UTStarcom v. Starent: Decision Looming in July

June 26, 2008

Analysis of:Starent Reports 1Q Financials | www.starentnetworks.com

The litigation between Starent and UTStarcom will take an important turn in the next four weeks, as the Court will likely definitively rule on whether UTStarcom's (admittedly vague) allegations suffice to keep the bulk of its trade secret case alive.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

RMBS: The Injunction is Not the Issue

June 26, 2008

Analysis of:Rambus wants Hynix to Stop Selling Chips in the U.S. | sanjose.bizjournals.com

The Internet has been abuzz this week with gossip and assertions about the likelihood that Rambus will get an injunction against Hynix.  That analysis misreads the fight.  On the merits of the patent dispute, Rambus will either get its injunction or get significant cash damages; either is a big win for the firm.  The real question is whether that order will stand up on appeal.

Douglas LichtmanProfessor of LawUNIVERSITY OF CALIFORNIA, LOS ANGELES

The Supreme Court's QUANTA Decision: Non-Issue for QCOM

June 26, 2008

Analysis of:Supreme Court Decision: Quanta v. LG | www.supremecourtus.gov

The investment community has been quietly waiting to see if the Supreme Court would decide the QUANTA case in a way that could disrupt QCOM's licensing practices.  But the decision turns out to be a complete non-event.  As long as QCOM is careful, it can continue to license its patents using the exact two-part pricing strategy it has employed for years.

Scott MeyerPresidentMeyer Group, LLC

Stevia Impact on Tabletop Sweeteners Negligible

June 6, 2008

Analysis of:Gilbert firm set to announce stevia distribution deal | www.eastvalleytribune.com

-  This article does not mention stevia's taste profile, which is inferior to existing low-calorie sweeteners -  Mainstream US consumers look for taste/flavor first, "natural" is way down the list of attributes -  Large volume users of low-calorie/high-intensity sweeteners have known about stevia for years and do not consider it to be a viable ingredient.

David WorkmanExecutive DirectorPRO Group

There is no room in the middle

June 3, 2008

Analysis of:Sears Loses Out To Costco And Big Lots | www.forbes.com

Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere between a specialist and a discounter. Sears still has tremendous brand equity through its name and its private label goods which is being squandered through a lack of strategic vision for change.

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