Piper Jaffray's Gene Munster predicts "only minor impact" on Samsung and Google from the recent patent infringement win by Apple.
"We believe that Samsung is likely to make software modifications to devices to work around the patented software features in question," says Munster. "For devices that infringe on design patents, we believe those devices may no longer be sold in the US; however, it does not appear that newer devices, including the Galaxy SIII are impacted."
But we still can speculate on whether the hiccup will be beneficial for Nokia, Microsoft or others.
Monday, August 27, 2012
Maybe Samsung's Patent Loss to Apple Won't Be That Big a Deal?
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Language Model Progress Blows Away Moore's Law
Language models are improving at a blistering pace, far outstripping what we have come to expect from computing in general and Moore’s Law i...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment