ARM Takes Its Chip Business Beyond Phones - WSJ:
ARM Holdings, $ARMH, is one of the great intellectual property engines of our time. They make the chips used in cell phones and other computing devices. Or, stated more accurately, they invent the chips, and then license out the manufacturing, sales and distribution of them.
One thing that has made them such a dominant force is low power use technologies, exactly the kinds of things you need for mobile technologies.
When you look at the financials of ARMH, don't be deceived and compare them directly with a company like Intel or AMD. ARM has a price-to-earnings (P/E) ratio of 60 to 70; Intel has a PE of only 14 to 16. Intel has the $ billion factories. ARM has only the development labs for inventing stuff.
And, speaking of stuff; ARM is now setting their sights on the-internet-of-stuff. Billions of new items will be connected to the internet each year. Appliances, pet monitors, and more...
Let's see how that evolves.
In the mean time, keep your eyes on this company that utilizes IP better than pretty much any other. It gets is reviews in the form of royalty payments wired to the bank. Nearly pure profit.
It's a beautiful thing.
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Friday, February 27, 2015
Wednesday, February 25, 2015
Apple Loses Patent Infringement Suit, Ordered to Pay $533 Million | Rolling Stone
Apple Loses Patent Infringement Suit, Ordered to Pay $533 Million | Rolling Stone:
It seems apropos that Rolling Stone would have a great report on the iTunes (Apple) law suit loss to the tune of 1/2 billion dollar$. The loss rules that Apple did infringe on the 6 patents related to the storing and accessing of songs, videos and games.
In the suit that might well be called the the Apple vs. the Troll, the ruling was that Apple not only infringed, but willingly did so and consequently results in the terrible treble-damages penalty that makes patents such a powerful weapon.
The other company is Smartflash. This is a non-practicing entity (NPE), that might unkindly be called a patent troll.
Apple plans to appeal. Smartflash is aiming for the iPhone and iPad sales/profits because those devices actually play iTunes music that is subject to the infringing patents.
Imagine how many billion paid downloads from iTunes it takes to make up a $0.5B to pay the fine.? WoW.
This could get uglier and uglier.
'via Blog this'
It seems apropos that Rolling Stone would have a great report on the iTunes (Apple) law suit loss to the tune of 1/2 billion dollar$. The loss rules that Apple did infringe on the 6 patents related to the storing and accessing of songs, videos and games.
In the suit that might well be called the the Apple vs. the Troll, the ruling was that Apple not only infringed, but willingly did so and consequently results in the terrible treble-damages penalty that makes patents such a powerful weapon.
The other company is Smartflash. This is a non-practicing entity (NPE), that might unkindly be called a patent troll.
Apple plans to appeal. Smartflash is aiming for the iPhone and iPad sales/profits because those devices actually play iTunes music that is subject to the infringing patents.
Imagine how many billion paid downloads from iTunes it takes to make up a $0.5B to pay the fine.? WoW.
This could get uglier and uglier.
'via Blog this'
Apple trolled by Smartflash
Apple was found guilty of infringing three patens owned by Smartflash LLC and was ordered to pay $533 million.http://fortune.com/2015/02/25/apple-pay-patent-infringement/ The patents were infringed in the itunes system invoving music storage and downloads. This is yet another instance in the continual "patent troll" saga, according to Apple, in which a company (Smartflash) obtains patents for the sole purpose of citing infringement(s) against a manufacturing entity to obtain royalties or court judgement.
As indicated, Apple said it would appeal.
As indicated, Apple said it would appeal.
Monday, February 23, 2015
Has DOW gotten its groove back? | Watch the video - Yahoo Finance
Has DOW gotten its groove back? | Watch the video - Yahoo Finance:
Interview on Mad Money of Andrew N. Liveris, Pres., Chair and CEO.
Dow chemicals is now a innovation, high-tech company?
That's right. The olde staunching company now has two-thirds of its products in with intellectual property (IP). Proprietary products are 66% of their products. !
Was 100% petrochemicals (kindof).
Here you can find out about their products: http://www.dow.com/products/
They are creating massive facilities in the USA, taking advantage of the low costs of production here were we are swimming in nat gas (and petro chemicals).
But the really BIG project is in Saudi. The size of the factory is about 1,000 football feilds BIG. With some 60,000 employees at peak construction. Coming onboard this year.
Wow.
They are taking advantage of the US energy boom in a way that no other company can (or does)!:-)
Wow.
They are coming out of an aggressive "activist" investor action and seem pretty good for the wear.
'via Blog this'
Interview on Mad Money of Andrew N. Liveris, Pres., Chair and CEO.
Dow chemicals is now a innovation, high-tech company?
That's right. The olde staunching company now has two-thirds of its products in with intellectual property (IP). Proprietary products are 66% of their products. !
Was 100% petrochemicals (kindof).
Here you can find out about their products: http://www.dow.com/products/
They are creating massive facilities in the USA, taking advantage of the low costs of production here were we are swimming in nat gas (and petro chemicals).
But the really BIG project is in Saudi. The size of the factory is about 1,000 football feilds BIG. With some 60,000 employees at peak construction. Coming onboard this year.
Wow.
They are taking advantage of the US energy boom in a way that no other company can (or does)!:-)
Wow.
They are coming out of an aggressive "activist" investor action and seem pretty good for the wear.
'via Blog this'
Friday, February 13, 2015
SU Labs | Singularity University ... Accelerating innovation
SU Labs | Singularity University:
Check out Singularity University... Exponential growth in information and technologies.
Here is the introduction of the Singularity University at the TED conference by Ray Kurzweil in 2009: https://www.youtube.com/watch?v=HMYVH-hBGWg
Very cool
This is interesting changes in technologies and technologies.
'via Blog this'
Check out Singularity University... Exponential growth in information and technologies.
Here is the introduction of the Singularity University at the TED conference by Ray Kurzweil in 2009: https://www.youtube.com/watch?v=HMYVH-hBGWg
Very cool
This is interesting changes in technologies and technologies.
'via Blog this'
Monday, January 26, 2015
Patent Law Changes Bad News for Corporat Portfolios
"The patent market is in a deep recession and there is no reason to think it will change any time soon." This is a quote from the article, http://www.iam-magazine.com/blog/detail.aspx?g=cc718b2d-407c-4840-a9d7-41ff77321943 Patent Law changes in US mean there are potentially billions of dollars of write-downs on public company balance sheets...
In the past two or three decades, the asset structure of F-500 companies have shifted from predominantly physical to intellectual assets. Estimates frange from 60% to 80% + on the intellectual side. This precipitated major increases in the importance of a corporation's patent portfolio, its emphasis on obtaining and protecting patents and its care and handling of other forms of IP. Large companies have spent hundreds of millions of dollars to acquire patent portfolios for aggressive and/or protective purposes. This has given birth to the "patent troll" a unique form of entrepreneurial ethics.
The consequences of these and other changes along with a flood of corporate money that went to Washington to motivate Congress, padded with several ugly Supreme Court rulings, has turned a competitive advantage for many into an asset disadvantage.
Yet another in a long corporate list of self-inflicted wounds.
In the past two or three decades, the asset structure of F-500 companies have shifted from predominantly physical to intellectual assets. Estimates frange from 60% to 80% + on the intellectual side. This precipitated major increases in the importance of a corporation's patent portfolio, its emphasis on obtaining and protecting patents and its care and handling of other forms of IP. Large companies have spent hundreds of millions of dollars to acquire patent portfolios for aggressive and/or protective purposes. This has given birth to the "patent troll" a unique form of entrepreneurial ethics.
The consequences of these and other changes along with a flood of corporate money that went to Washington to motivate Congress, padded with several ugly Supreme Court rulings, has turned a competitive advantage for many into an asset disadvantage.
Yet another in a long corporate list of self-inflicted wounds.
Friday, January 16, 2015
The Toll of the Patent Troll by any other name: Intellectual Property - Bloomberg
Symantec, Microsoft, Blue Cross: Intellectual Property - Bloomberg:
A patent troll, by any other name, may not be called a "patent troll" in court.
This would be funny, if it weren't true. The often called "patent troll" company Intellectual Ventures LLC, can not be disparages by such names as "patent troll" in court the presiding judge says. IV -- a play on the vampire concept of draining all the blood from the body of otherwise living and productive entities -- does not produce anything and has a monster war chest of patents which it brings out only during the stealth of night.
In the case of an entity that buys up patents but doesn't invent and doesn't produce anything, the company is often referred to unkindly as a "patent troll". In the real world, like cell phone makers, someone producing a product is exposed to other producer's patents, and vise verse. The players are forced to work together, license and cross-license in order for anyone to produce anything.
But the troll has a wonderful vantage point. Any product produced is fare game, and the real players in the game don't have much recourse if they want to produce anything and run a productive business.
Non-Practicing Entity (NPE) is another name for the troll, but it is not nearly so accurate.
IV was rated #1 troll in 2012 in the kingdom of patent trolls: here.
And, of course, the targets of the NPEs are larger and more innovative companies like AT&T and Google. In 2013 the "troll" toll in terms of law suites were up 19% from the prior year. (Fortune article on this topic.) It will be interesting to see what the stats for 2014 are since there has been a big drop in several types of law suits based on benchmark legal rulings.
For now, a patent troll, by any other name, will have to be by a nicer name, at least in court. I wonder if Patent Vampire, or intellectual property parasite is acceptable?
'via Blog this'
A patent troll, by any other name, may not be called a "patent troll" in court.
This would be funny, if it weren't true. The often called "patent troll" company Intellectual Ventures LLC, can not be disparages by such names as "patent troll" in court the presiding judge says. IV -- a play on the vampire concept of draining all the blood from the body of otherwise living and productive entities -- does not produce anything and has a monster war chest of patents which it brings out only during the stealth of night.
In the case of an entity that buys up patents but doesn't invent and doesn't produce anything, the company is often referred to unkindly as a "patent troll". In the real world, like cell phone makers, someone producing a product is exposed to other producer's patents, and vise verse. The players are forced to work together, license and cross-license in order for anyone to produce anything.
But the troll has a wonderful vantage point. Any product produced is fare game, and the real players in the game don't have much recourse if they want to produce anything and run a productive business.
Non-Practicing Entity (NPE) is another name for the troll, but it is not nearly so accurate.
IV was rated #1 troll in 2012 in the kingdom of patent trolls: here.
And, of course, the targets of the NPEs are larger and more innovative companies like AT&T and Google. In 2013 the "troll" toll in terms of law suites were up 19% from the prior year. (Fortune article on this topic.) It will be interesting to see what the stats for 2014 are since there has been a big drop in several types of law suits based on benchmark legal rulings.
For now, a patent troll, by any other name, will have to be by a nicer name, at least in court. I wonder if Patent Vampire, or intellectual property parasite is acceptable?
'via Blog this'
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