patents

Apple has been burned in the past because of patents. This is the reason Apple has been so assiduous in patenting everything it can. The company's zeal for patents is not just an offensive weapon to thwart the like of Samsung but also a…

When I started to write about the mobile space on Credit Writedowns three years ago, it was clear to me that Apple's strategy as a sole hardware manufacturer earning high margins and maintaining dominant market share was limited. The…

It occurs to me that the whole furore over patents in the software industry really revolves around the role of government in setting the regulatory ground rules for business and government’s influence in the private sector. A recent post in…

The big news is still Apple vs. Samsung. The lead story here from Groklaw is very interesting because it credibly identifies reasons why the jury's verdict was flawed legally and why that will give Samsung the right to appeal. The key was…

I am a macro guy and so I usually discount the importance of single events when thinking about the bigger picture. That said, this is a momentous decision and a stunning defeat for Samsung. And it should be clear that Samsung was copying…

The Wired Interview with Samsung's Chief Product Officer Kevin Packingham is a good jumping off point for understanding the patent wars between Apple and Android. Steve Jobs famously saw Android as a rip off that he was going to try to…

The FT has a great story on Amazon out today that is a must-read. It chronicles how deeply Amazon has become embedded in the architecture of the retail world in today's digital age. In the other bit of tech news that I thought noteworthy,…

Here's a second batch of links. I think the Bloomberg piece on Spanish banks is a big highlight here. Essentially, Bloomberg tells us that Spain may be overestimating bank profits and therefore underestimating the capital shortfall of its…

I have a ton of links so I am going to break them up into groups. Here's the first bunch from late last week. Three topics are most interesting.

Tomorrow, the Samsung Galaxy S III goes on sale. There has been a lot of hubbub about the phone and all of the reviews have been positive. Likely, this will be a monster sales driver for Samsung.