Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Dec 18, 2018 3:57:17 GMT -8
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Dec 18, 2018 6:40:28 GMT -8
I got involved in a debate the last few days about the Apple-Qualcomm litigation with some elements of the "Apple is a bully and should shut up and pay" camp. I ended up immersing myself a bit into the vagaries of it in the process. I started out thinking this was all lawyer arcane stuff, and clearly Qualcomm is benefitting from byzantine contracts that make even details hard to discover. But in the end I came out thinking it is pretty simple in fact. It is a straight-up antitrust case, because it's not really a Qualcomm-Apple fight but rather a Qualcomm-Intel fight. You'd think QC would be trying like hell to get Apple's business back directly, but they're not. I think what they're essentially trying to do is to exclude Intel from the market and drive Apple back into their arms. They've been explicitly arguing before a US court that they don't need to license their patents to rivals. Really. www.marketwatch.com/story/qualcomm-dealt-a-potentially-major-setback-in-ftc-antitrust-case-2018-11-06Of course that's nonsense, and has been rejected by a U. S. judge a month ago. Once you agree with a standards body to base a standard upon your intellectual property, which is always optional, you're also agreeing to play by certain rules. Many of those rules are up for debate, certainly rates and such, but stuff like not licensing IP to rivals is a non-starter. So at bottom, the case seems not nearly as complex as I'd thought. www.fosspatents.com/2018/07/qualcomms-own-experts-concede-intels.html"... the heart of the issue is not a FRAND licensing commitment and the related rights of third-party beneficiaries: it's all about forcing competitors like Intel out of a market."
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4aapl
Moderator
Posts: 3,625
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Post by 4aapl on Dec 18, 2018 14:45:01 GMT -8
There are times that it feels good to beat the market by more than a percent. This wasn't one of them. Today's 1% market beat felt a little better than yesterday's. Down a little one day, up a little the next, and pretty soon you're back close to where you started. ...until AH pulls all the ships back down. Still, I'll gladly take a few more days, weeks, or months of beating the market. That would be a nice change.
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