Friday, February 27, 2015

ARM Takes Its Chip Business Beyond Phones - WSJ

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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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.

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Apple trolled by Smartflash

Apple was found guilty of infringing three patens owned by Smartflash LLC and was ordered to pay $533 million.  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.

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:

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.


They are taking advantage of the US energy boom in a way that no other company can (or does)!:-)


They are coming out of an aggressive "activist" investor action and seem pretty good for the wear.

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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:

Very cool

This is interesting changes in technologies and technologies.

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