An excellent response far above what i have to offer regarding these intricate technicalities... thanks for taking the time...
I would only add the following observations... it is fascinating to me to watch the bear argument morph over time as ANY develops and moves forward... we have gone through the "its a scam" bear argument, to there is no revenue, to its a nice niche business, to all of these affiliations and relationships with multi-billion dollar entities mean nothing and so on... now we focus on minutia in Apple licensing as though somehow this will be the undoing of ANY... a fascinating logical fallacy... Apple controls everything, therefore you must only do what Apple allows, therefore you must have signed agreements with Apple for everything you do, Any does not have any affiliation with Apple (yet), therefore Any is doomed... what a clever, but valueless exercise in obfuscation through minutia...
So even as ANY announces additional relationships, improvements to the product line and so on... the focus is shifted to something that is largely meaningless... PB has already tweeted that ANY will not do anything which violates licensing... management knows better than we do what where those lines are drawn... and yet they move forward... they are not suddenly jolted by these devastating attacks and wake up one morning only to say... "darn we thought we had something here until it was pointed out to us on Ihub regarding that doggone Apple licensing issue we have failed to address"... a cleverly ludicrous bear argument cloaked in the sophistication of licensing legalese...
my take away is this... the bear argument is continuously being eroded by business developments... this is what is left of it... this is very, very good news for longs who should find comfort in the knowledge that the bear argument is becoming increasingly benign... 2015 will rock... jmo... glta...
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