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Sorry Samsung, we have already split the cases and it is therefore NUNYA BIZNESS.
I would sure like to see a denial of Samsung's motion to compel information about the IDCC & Nokia settlement discussions, based on the NUNYA principle.
Curious, does anyone find it a little funny how when the cases were consolidated their was an attempt to dismiss the 791 patent claims, which would have made the claims in both cases identical, then once split, the commission thankfully overruled it. Does anyone feel that justice was almost denied in the attempt to make all the claims the same for both Nokia and Samsung? Or is it just coincidental...
Mschere - regarding further delay. The only thing I can see on the ITC front is if Batt's ruling is dismissed and a decision is made to re-consolidate - a likely delay in that circumstance. I think chances of reconsolidation are very slim because Judge Luckern originally went against the advice of the ALJ to originally consolidate, so only if there is a real possibility Nokia could legitimately claim prejudice would the consolidation be considered to prevent that possible claim would be the only reason I could see for the judge to reconsider. IMO, Nokia had their chance and decided to go forum shopping - they made their bed and let them sleep in it!
sonic22-great observation, I thought it was current information from the iphone frenzy today - thanks again for pointing that out to all!
Energ1 posted this on AB, and it references the PMB8878 DataRox mentioned to be on the lookout for, in his post 221969...hope the links copied in ok
UMC’s May sales rose 4.7% (UMC to Manufacture Infineon for iPhone 3G?) (Infineon 3G iPhone chip deal confirmed says Chinese paper)
By: Eneerg1 in IDCC | Recommend this post (0)
Mon, 09 Jun 08 10:08 PM
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United Microelectronics Corp (UMC, 聯電) said yesterday that revenue last month rose 4.7 percent from a year ago to NT$8.61 billion (US$284.2 million).
The company, the world’s second-largest contract chipmaker by revenue after Taiwan Semiconductor Manufacturing Co (台積電), said in a statement its revenue in the first five months of this year was NT$41.13 billion, up from NT$39.38 billion in the year-earlier period.
UMC said in late April it expected its wafer shipments to rise by about 10 percent in the second quarter from the first quarter amid strong demand for chips used in communication devices.
http://www.taipeitimes.com/News/biz/archives/2008/06/10/2003414378
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3G Chip Watch: UMC to Manufacture Infineon for iPhone 3G?
Posted on Friday, Apr 18, 2008 by Rene Ritchie
Share/Save/Bookmark File Under:Uncategorized; Tags: infineon, iPhone 3G
iphone_3G_3.jpg
Apple Insider (via Digitimes, via Economic Daily News) brings word that United Microelectronics Corporation has nailed the contract to produce the Infineon powered 3G basebands for the next generation iPhone:
The newspaper maintains that UMC will use a 65 nanometer plant to produce the chip, which (though mistakenly written as PMB87 is known to be the PMB8878 — an integrated circuit which provides cellular data on HSDPA networks up to 7.2Mbps and is the source of the hidden SGOLD3 reference in the latest beta of Apple’s iPhone 2.0 firmware.
Infineon’s EDGE (2.5G) chip powering the current generation iPhone, along with the aforementioned SGOLD3 string, starts to give this rumor a little weight. What do you think?
http://www.theiphoneblog.com/2008/04/18/3g-chip-watch-umc-to-manufacture-infineon-for-iphone-3g/
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Infineon 3G iPhone chip deal confirmed says Chinese paper
Posted on 16 April 2008 by Chris Davies
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Infineon’s S-GOLD3 has seemingly been confirmed as the chipset to be used in Apple’s upcoming 3G iPhone, as predicted from examination of the recently released iPhone SDK Beta 3. According to DigiTimes, Chinese paper Economic Daily News has confirmed that United Microelectronics Corporation (UMC) have been selected as the foundry that will produce the chip on Infineon’s behalf. The chip, PMB8878, will be manufactured on UMC’s 65nm line.
The Infineon S-GOLD3 has prompted fierce discussion about the specifications for the upcoming handset. While analyst and industry rumors have suggested only minor hardware and software updates for the 3G iPhone, the chipset itself is capable of HSDPA category 8 (7.2 Mbps), camera resolution of up to 5-megapixels, a 2x speed MMC / SD interface, MPEG/H.263 hardware acceleration and video telephony, streaming, recording and playback. Of course, just because that capacity is there, doesn’t mean Apple will take advantage of it; undoubtedly there would be further issues in battery life which, if Steve Jobs is to be believed, was the original delaying factor for a 3G iPhone.
UMC’s securing of the manufacturing contract is a big success for the company. The baseband chip in the first-generation iPhone was also an Infineon design, but the foundry partner then was Taiwan Semiconductor Manufacturing Company (TSMC). It’s uncertain whether TSMC bid for the new contract or not.
http://www.iphonebuzz.com/infineon-3g-iphone-chip-deal-confirmed-says-chinese-paper-162219.php
So far to me as exciting news today is the HSPDA available in HP computers. Haven't most companies that have licensed with ERICY since our suit also come around licensing with IDCC. I wonder if there was an agreement on some type of legal language disclaimor that ERICY must use in thier licensing that points them to IDCC? Anyway - wouldn't a license with HP be a nice announcement to have? Is anyone anticipating it?
Thanks for your reply, and for making it understandable. Greatly appreciated. It was just wishful thinking that somehow the commission was sending a message.
Nokia downgraded, citing smartphone competion from Rim, Appl, & Qcom
http://www.reuters.com/article/marketsNews/idINBNG9040520080609?rpc=44
June 9 (Reuters) - American Technology Research downgraded Nokia Corp (NOK1V.HE: Quote, Profile, Research)(NOK.N: Quote, Profile, Research), the world's largest cellphone maker, to "neutral" from "buy," on concerns of increasing competition from new 3G smartphones in the second half of 2008 and early 2009.
In a research note, analyst Mark McKechnie said he expects the stock to remain depressed until the cellphone maker proves itself a credible long-term player in the smartphone market.
For smartphone plays, McKechnie said he prefers Research In Motion Ltd (RIMM.O: Quote, Profile, Research), Apple Inc (AAPL.O: Quote, Profile, Research) and Qualcomm Inc (QCOM.O: Quote, Profile, Research).
"We see several viable competitors swinging hard for share of the early smartphone market, with RIM having a virtual lock on the wireless e-mail market with its installed base of Blackberry enterprise servers and a very favorable business model for carriers," McKechnie said.
Both RIM and Apple were getting big enough to matter, he added.
In 2007, about 7 percent of Nokia's unit volume, or 31 million units, was at the higher price point and the threat is now meaningful with RIM units expected at 25 million in 2008, McKechnie said.
According to a recent report from research firm IDC, RIM's Blackberry increased its share of the U.S. smartphone market to 44.5 percent in the first quarter from 35.1 percent in the fourth quarter.
McKechnie also cut his fiscal 2008 earnings outlook for Nokia to $2.36 from $2.50 a share and said margins will be pressured in 2008 and into 2009.
Shares of the company rose 38 cents to $26.51 Monday in morning on the New York Stock Exchange. (Reporting by Purwa Naveen Raman in Bangalore; Editing by Amitha Rajan)
MS3, I speculated earlier that Samsung would not settle prior to a ruling on this motion to compell unless it was a frivolous request. After reading the e-mail it sure looks like a frivolous request.
And based on Nokia's comment it wants to be notified if something is brought to the attention of Judge Luckern, this separated case is beginning to look like two crooks trying to coordinate their lies together to make it look like a truth, that have been separated into two different interigation rooms, strapped to a chair, and each is wondering what the other is saying and trying to determine which one is going to cop a plea for a lesser sentence by hanging the other out to dry first.
It's very interesting the commission can choose in advance of the initial determination not to review it. Is this saying in advace that what Judge Luckern says goes, or removing in advance another ploy for delay and/or jurisdiction shopping? Just curious about the opinion of the legals if the comission is sending a message (to Nokia), and exactly what that message is?
At the end of the article they mention addressing energy efficiency, communications and security. I wonder what they offer in security, and if EDCCs mention of upcoming security products might later come into play w/Infineon?
I personally would get out of the stock if I thought the company was investing in derivative instruments. It has been the downfall of many companies when surprises occur because it's leverage so swings either way are amplified.
I hope the stick to a stong balance sheet and go for the gusto on enforcing their IPR, and putting some products out there.
I had run to the sidelines on the recent delay and the price action seemed a bit high to jump back in. On this news, even though it may be a small win, I did not want to risk NOT being long the stock should a settlement with Samsung come before the proceedings in July. I jumped back in on this news, and was thankful the price seems to be falling because this news is not disseminated by the markets.
If Samsung even has a mind of their own or a spine after following the pied piper Nokia around for months getting sucker stamped on their forehead - they will settle before the proceedings begin. After all, Nokia is just stringing them along with carrots into a bear-trap.
It would be nice to see a shut-out in Arb 3, and for justice to come back around regarding Nokia's gaming of the judicial system.
Is ignorance of what was contained in the TDD contract an excuse? As it pertains to breaking the law I was always told that Ignorance is no excuse.
I'm sorry boss, I was on my way to the office this morning, but my buziness use blackberry was almost out of juice. I'm presently charging it at the beach, and I'll get right get back with you about that deadline later this evening.
Goodbuddy, that is the scenario. Nokia bought some time and a crystal ball, and are maybe tossing Sammy a bone or two in some new arms-length business relationships that seem to be sprouting up here and there, among competitors. It's a funny world.
Thanks Revlis and Mschere. I am now back to my usual self with no clue what the filing is
Revlis, wasn't there mention of a 30 day window before the new dates became effective where I'm sure both sides would jockey for position, one for sooner and the other for more delay?
ellismd, my only thoughts on timing based on the recent filings is that if Sammy thinks they have any chance on thier motion to compell information about IDCCs negotiations w/Nokia, then they would wait that out on hopes of having all that information, so it makes it a bet on Nokia.
I guess if that's a frivolous filing where they are only going to spanked then either could settle.
It's actually Samsung that's sitting on a ticking time bomb.
Thanks Olddog for your opinion, and I agree with it. I am going through a loan approval and was concerned about the perception of the delay, even though things seem to be coming back around for IDCC. I hope to see the momentum continue.
It scared me to the sidelines on Friday, so I'm missing out on this nice little run today.
I was going to wait around till an 8k came out to at least know how it reads, and see what the streets reaction is.
All is going well for IDCC, especially the charts. I was concerned about a negative reaction if IDCC is required to file an 8K with the new ITC timeline because it represents delay.
Do they have to file an 8K in this circumstance over the new timeline? I thought in the past there was some type of filing.
If anyone can help me alleviate those concerns as unfounded, I would appreciate it. I am skeptical the street has factored it in yet, but I guess it depends on your view of market efficiency.
Anyone: Will IDCC need to issue an 8K regarding the change in dates at the ITC?
Mschere, thanks it was sincere. I have been guilty of fanning the flames occasionally between you and Data, because sometimes it's healthy and entertaining. I guess recently it's not been so light-hearted so I'll stay out of it, and I know you are a die-hard long and I'm hanging in there too.
Oh, I see, payback's are a B#$tch! Mschere, we were all kind of funning around and I thought it was sort of light-hearted, but it was at your expense I guess. You should .join in and laugh at yourself once in awhile and lighten up. I didn't realize you are so sensitive, and I apologize, my friend.
revlis, guess I'm not a master of the english language, but at least mschere believes I am the master of something As well as an embicile, I'm sure.
That is a perfect term to describe it, thanks. I guess it's all about how honorable you feel they are. I wouldn't trust either company as far as I can throw a rock.
I guess I we just speaking in general terms for readers, of course I had know idea it would send you off the deep end! You need counseling, or an anger management class of something Mschere - I can't really help you out with your personal issues and obsessions.
Thanks revlis - do you feel like there is a connection?
I know that Mschere likes to connect dots. Because I think both of these companies have collusive and secret behavior, in addition to their puplic arrogance, I grow skeptical when I see something like this while they are teaming in litigation.
MSchere, recently a Nokia/Samsung business arrangement concering products was recently anounced. Does anyone feel this new relationship among competitors is a "you scratch my back I'll scratch yours" type of deal?
Because of that announcement and sudden arrangement of business dealings between them, I feel Samsung will fight this out because they are in effect being rewarded for it, if a back door agreement has been reached.
I would be careful on your options plays.
Also, with Batt's order not reversed and the original investigation no longer stayed, but the case against Nokia now stayed instead of suspended, will IDCC be required to move to dismiss the case against Nokia at the ITC? If so, do you feel that the ITC will grant such a motion?
Funny, DMiller - you beat me to the punch line! LOL
Data, couldn't help adding "OF MINE" to MSCHERE'S new post slogan to go along for the ride...
IMO:Only an IMBECILE would ACCEPT an "OPINION OF MINE" as FACT..I have no guilt if Imbeciles are mislead by my opinions...
Got to have a little fun...I'm sure Mschere can lighten up and laugh along...
On that note-isn't it about time for Romulus to show up and tell us about the invincible Nokia monster, and how we should bow down to them and ask for them to use all of our IP for a measley pittance, or better yet FREE, and for IDCC to, at it's only option for survial, use the remaining cash they have to buy back shares until they implode?
vtem01, I think the point you hit on about going at Nokia one or several patents at a time is a good one. I believe that in poking at the convenience license and arguing valuation at a patent by patent level, Both Nokia and the ETSI has already argued themselves into the losing corner, and it will show bigtime if we were to let it play out in the courts.
There is no doubt in my mind that Nokia will be seeking a convenience license with IDCC as a settlement, versus having the courts set a rate value for only the few patents in question that was asserted in the ITC investigation.
The longer they let it go on, the more they stand to lose IMO.
There ya go again with that "WE" again. when you are far from it, and they left out Punk. Go Away. As I first explained to you, and the CFO has now also clearly stated - we are not the same company as we were years ago because we have the balance sheet to Kick Nokia's Azz, and in short order w/ITC venu. You are advocating for MGMT to put themselves back into a weak position by spinning away a strong balance sheet to reduce the float, and also in a position to even declare a stock split when Nokia and Samsung realize their time is up. When the dollar bottoms, Nokia loses more and more for every day they delay. At that point, neither time, nor money is on Nokia's side. Go on back to your slimey hole.
I didn't listen to the call, but no doubt this will garner increased institutional ownership. It always seems when that happens the low-ball cheap shots and rogue analysts with an agenda vaporize and dissappear. We might begin to see a respectable run-up over the next quarter.
correction - does it restrict them from relying on the latter definition successfully used to meet the economic prong.
Oldog967 didn't IDCC in the late stages of their arguments to meet the economic prong utilize the former argument to meet the economic prong. If so, does that restrict them later on from relying on the former argument that perhaps closely fits their business model, but has fewer legal precedents to rely on?
You are right - I stand corrected. I don't even think we really know if it covers 3G.