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    Wie ist eure Meinung bzgl. Übernahme wegen Patenstreit mit Apple??? - 500 Beiträge pro Seite

    eröffnet am 06.06.12 11:31:56 von
    neuester Beitrag 06.07.12 07:37:58 von
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      Avatar
      schrieb am 06.06.12 11:31:56
      Beitrag Nr. 1 ()
      Gerade gefunden:

      http://moneymorning.com/2012/06/04/apples-nasdaq-aapl-patent…

      Apple's (Nasdaq: AAPL) Patent Wars: This Little-Known Swedish Company is the Key
      June 4, 2012
      By David Zeiler, Associate Editor, Money Morning

      In a single stroke, Apple Inc. (Nasdaq: AAPL) could gain the upper hand in its seemingly endless patent wars with Samsung Electronics (PINK: SSNLF) and others.

      Or the tech giant could blow its chance and wind up paying billions of dollars in licensing fees.

      The outcome hinges on how Apple deals with a little-known company based in Sweden.

      This micro-cap just happened to file a patent for the "swipe-to-unlock" touchscreen gesture in 2002 - three years before Apple filed its patent.

      The company, Neonode (Nasdaq: NEON), received its U.S. patent in January.

      Neonode holds a number of touchscreen-related patents that could become decisive in several of Apple's mobile computing patent cases.

      Already the "swipe-to-unlock" patent helped Samsung defeat Apple in a recent patent case in the Netherlands. Samsung said the patent, as well as a phone Neonode released in 2005, represented "prior art."

      "Apple just shot itself in the foot and all the blood is going to go to NEON," Jim Altucher, managing director of Formula Capital and well-known investor, wrote in a blog post Tuesday evening.

      Insiders told The Wall Street Journal in April that Samsung plans to use the Neonode patent in a similar but much more crucial case in San Jose, CA, scheduled for a July trial.

      And Altucher added a scarier prospect for Apple.

      If Neonode does indeed hold the patent trump card for "swipe-to-unlock," it could gun for a cut of Apple's profits by filing its own patent case.

      Should Apple be forced to fork over licensing fees to Neonode, it could cost the Cupertino, CA, company billions of dollars a year.

      So far all this sounds like a big mess for AAPL and a big opportunity for its patent war rivals. Not just Samsung, but also for such titans as Google Inc. (Nasdaq: GOOG) and Microsoft Corp. (Nasdaq: MSFT).

      Yet if Apple acts boldly, it could gain a crucial advantage on its mobile computing competitors.

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      How Apple Can Win the Patent Wars
      What could Apple do? Well, it could consider a licensing agreement with Neonode.

      Neonode's head of IP, Yossi Shain, told TechCrunch in February it was seeking licensing deals for the "swipe-to-unlock" patent and planned to contact Apple.

      But the truth is such a deal would be of limited benefit to Apple. Neonode's business model is to make non-exclusive licensing agreements for its technology, so Android device makers would have equal access to the same patents.

      Without exclusive control of those key patents, many of Apple's patent cases would crumble. That's what happened in the Netherlands.

      So Apple needs to buy Neonode, and the sooner the better. Not only would that avoid the need to pay Neonode, it would strengthen Apple's hand in the patent wars.

      Apple can easily afford NEON, even at a steep premium. Neonode stock currently trades at about $6 with a market cap just under $200 million.

      And because Neonode is based outside the U.S., Apple could use some of its $74 billion in foreign-based cash to pay for it. With that kind of money, Apple could pay 10 times Neonode's valuation - about $2 billion - and hardly miss it.

      In any event, buying NEON would almost certainly be cheaper than paying it licensing fees.

      But most importantly, Apple needs to buy Neonode to prevent its rivals from snatching those key patents. Microsoft, Google and Samsung - each well-heeled in its own right -- would love to have them.

      "One of these companies is going to have to buy NEON to get a hold of the original patents," Altucher wrote. "Not only did NEON patent the swipe-to-unlock but they patented many of the touch-sense technologies we use on tablet devices."


      What the Neonode Patents Mean For Investors
      For investors, the Neonode situation raises a caution flag on Apple. Should Google or Samsung snap up Neonode, the balance of power in the patent wars will shift away from Apple in a major way.

      It's hard to predict just how much harm that would do to Apple's business. But the company uses those touchscreen patents in its iPad, iPhone and iPod Touch products, which together generate more than three-fourths of Apple's revenue.

      Far more interesting is what this development means for tiny Neonode.

      In his blog post, Altucher contends that Apple's dire position relative to the Neonode patents is "more than enough to drive NEON to $30."

      Not surprisingly, Altucher's post pushed the stock up 28% in Wednesday trading.

      But an acquisition is not all NEON has going for it. Neonode already has e-reader patent licensing deals with such companies as Amazon.com (Nasdaq: AMZN), Sony Corp. (NYSE: SNE) and Barnes & Noble Inc. (NYSE: BKS).

      And in April Neonode announced 17 design wins where the company helped customers integrate its technology with their products. Altucher suspects some of these undisclosed products may include household appliances and auto touch panels.

      Earnings for the March quarter were a mixed bag. Revenue rose 100%, while the cost of that revenue rose 61% and Neonode posted a loss of 5 cents a share.

      But guidance was positive, with the company forecasting revenue of $18 million-$20 million. Revenue for the March quarter was $1.2 million.

      While Neonode's prospects look tempting, particularly if it can execute, investors should note that its small market cap and low float do make it more risky and volatile.

      In addition, NEON only just started trading on the NASDAQ May 1; before that it was an OTC stock. It's also worth noting that Neonode's phone-making arm declared bankruptcy in 2008.

      Nevertheless, Altucher, who owns Neonode stock, accentuated the positive in his piece.

      "A competitive technology can always be developed, but NEON has the significant advantage of having patents, clients in every sector, and having been through the multi-year cycles to get these design wins," he wrote.

      Related Articles and News:


      Money Morning:
      Mobile Computing Patent Wars Could Cost Google $2 Billion Annually
      Money Morning:
      The Google-Motorola Deal: Winners and Losers
      Money Morning:
      Why is Apple Inc. (Nasdaq: AAPL) Stock Falling?
      Business Wire:
      Neonode® Issued US Patent for Sweep Gesture User Interface
      Enhanced Online News:
      Quarterly Design Win Update - Neonode Expands Global Reach with 17 New MultiSensingTM Touch Technology Projects
      TechCrunch:
      A Swedish Company Claims It Owns A Swipe Patent Used ByApple
      Associated Press:
      Neonode 1Q loss shrinks, backs 2012 guidance
      Daily Tech:
      Analysis: Neonode Patented Swipe-to-Unlock 3 Years Before Apple


      Tags: AAPL, aapl apple inc, aapl news, apple, Apple (AAPL), Apple (Nasdaq: AAPL), Apple patent war, Apple stock, Apple Stock (Nasdaq: AAPL), apple stock price, apple technology, Nasdaq: AAPL Stock
      Avatar
      schrieb am 06.06.12 16:12:45
      Beitrag Nr. 2 ()
      Avatar
      schrieb am 11.06.12 09:05:52
      Beitrag Nr. 3 ()
      http://markets.financialcontent.com/pennwell.ogj/news/read/2…



      Cantor Fitzgerald initiated coverage of Neonode (Nasdaq: NEON) with a Buy rating.
      Avatar
      schrieb am 11.06.12 09:07:39
      Beitrag Nr. 4 ()
      http://www.minyanville.com/trading-and-investing/stocks/arti…

      Neonode (NEON): Shares are surging some 6% before the bell on a Buy initiation at Cantor Fitzgerald, whose objective is $9.
      Avatar
      schrieb am 11.06.12 09:09:41
      Beitrag Nr. 5 ()
      http://www.streetinsider.com/New+Coverage/Cantor+Fitzgerald+…

      New: 43 Cantor Fitzgerald initiates coverage on Neonode (NASDAQ: NEON) with a Buy. PT $9.00.

      Analyst, Daniel Gelbtuch, said, "NEON is the leading developer, patent owner, and licensor of optical-infrared touch-sensing solutions, which compete with capacitive and resistive touch technologies...We believe NEON’s optical-infrared touch solutions will dramatically disrupt the burgeoning touch-sensor market over the next year, due to its substantially cheaper relative costs and best-of-breed performance."

      "From a legal perspective, NEON’s smartphone IP (e.g., "slide to unlock") has been cited as prior art in the Apple-Samsung lawsuit and could possess a substantial strategic value to anyone in mobile computing. Our $9 target does not assign strategic or economic value to NEON's foundational IP."

      For an analyst ratings summary and ratings history on Neonode click here. For more ratings news on Neonode click here.

      Shares of Neonode closed at $5.80 yesterday, with a 52 week range of $2.65-$6.40.

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      Avatar
      schrieb am 11.06.12 15:44:15
      Beitrag Nr. 6 ()
      http://meshpress.com/discover-if-neon-lcc-zqk-yelp-tumi-are-…

      NEW YORK, June 11, 2012 (MESHPRESS) – New Trend Analysis Reports Issued On NEON

      Neonode, Inc. (NASDAQ: NEON) closed Friday with an increase of 9.22%, rising to a market valuation of $6.28 per share after opening at $6.16. RSI for the company rose to 69.19, indicative of a highly undersold level. MACD for the company continues its incline as well, signaling increased cash flow towards its equity.
      Avatar
      schrieb am 19.06.12 14:30:50
      Beitrag Nr. 7 ()
      http://www.investorplace.com/2012/06/neonode-is-this-weeks-o…


      Neonode Is This Week’s One New Buy
      A Swedish provider of touch-screen solutions has the answers
      Jun 19, 2012, 7:00 am EDT | By Louis Navellier, Editor, Blue Chip Growth

      If you don’t have touch-screen technology in your new gadgets, you don’t stand a chance with today’s consumers—and that’s where Sweden’s Neonode (NASDAQ:NEON) comes in. The company is a leading provider of optical touch-screen solutions for smartphones, ebooks and tablets via its zForce patented touch technology. This company is, quite simply, winning on multiple fronts:

      Analyst coverage. Neonode just scored its first analyst coverage, with Cantor Fitzgerald initiating coverage with a $9 per share target.
      Easier to trade. Neonode was previously listed as an over-the-counter stock, and just recently upgraded to the NASDAQ exchange.
      Patent lawsuits. The company’s valuable patents could be critical in the Apple (NASDAQ:AAPL) vs. Samsung (PINK:SSNLF) smartphone war.
      Ebook market. The company has signed deals with every major manufacturer of electronic books.
      And if you’ve been a Global Growth subscriber for a while, the name might be familiar to you—we sold the stock for modest 7% gains in March. Since then, the stock has been on a wild ride, making multiple 20%+ swings in both directions within days of each other. But with the company’s announcement that it would be listing on the NASDAQ, some of this volatility should even out, and we should see a clearer uptrend begin to emerge.

      More recently, the company has been the subject of acquisition speculation because of the patent war in the mobile phone space. In fact, the company’s “slide to unlock” patent was held up in a recent Dutch court decision between Apple and Samsung as an example of prior art—Neonode applied for its patent a full three years before Apple.

      On top of the company’s smartphone upside, Neonode has a near monopoly on touch in the ebook market—they’ve signed deals with Amazon (NASDAQ:AMZN), Barnes & Noble (NYSE:BKS) and Sony (NYSE:SNE).

      Plus, the company has made a major effort to broaden applications for its touch technology, and the company announced that it secured a whopping 17 new design wins in the first quarter.

      In the first quarter, the company’s sales rose 122.6% to $1.2 million compared with $539,000 in the same quarter a year ago. During the same period, Neonode posted a loss of $1.6 million or 5 cents per share compared with a loss of $9.7 million or 43 cents per share in the same quarter a year ago.

      Looking forward, the company expects 2012 sales of $18 million to $20 million, so there is a lot of optimism for its upcoming quarterly results.

      Neonode is a thinly traded company, and spikes in investor interest can mean that shares might pop before you can fully initiate a position. So rather than chase the stock if it surges, just place a limit order and get in on a pullback.
      Avatar
      schrieb am 21.06.12 12:51:09
      Beitrag Nr. 8 ()
      http://seekingalpha.com/article/673871-global-patent-wars-in…


      3) Neonode (NEON) provides optical infrared touchscreen solutions for handheld and small to mid-sized consumer and industrial electronic devices. This is still another juicy patent play because Samsung has recently disclosed in an Apple patent suit against it that it had been using NEON's swipe-to-unlock patent filed back in 2002. Patents can be very valuable and so far we see Google , Microsoft, and Apple are suing over patents and they have also been on a patent portfolio land grab lately too.

      Recall that MSFT recently bought AOL's patents for over $1B and GOOG bought Motorola for its patents. NEON's touchscreen patents are extremely valuable too, so stay tuned. Currently, we have favorable analyst comments and suspect that we will have more news coming on NEON as the story develops because touchscreen technology is not going away anytime soon.

      So what is going on here? Well, there is a massive technology patent land grab going on right under your eyes with all the major tech firms. Do these companies want to go to court? No, who does? Its all just negative energy and hurts morale and the bottom line of everyone involved. Most of the defendants know that they have used other smaller firm's patents knowingly for many years, so you can only guess that most of these suits will be settled out of court to save the embarrassment, capital, time and frustration that these types of suits bring down on any company.
      Avatar
      schrieb am 06.07.12 07:25:24
      Beitrag Nr. 9 ()
      http://www.streetinsider.com/Analyst+Comments/Shares+of+Neon…

      Rating Trend: Up

      Today's Overall Ratings:
      Up: 4 | Down: 15 | New: 4 Shares of Neonode (Nasdaq: NEON) tapped a new 52-wk high today, moving up as far as $7.40, before coming back down to $7.05, which is still up $0.55 (+8.46%). The stock is trading on strong volume.

      NEON, headquartered in Stockholm Sweden, provides optical infrared touch screen solutions for handheld and small to midsized consumer and industrial electronic devices in Sweden and internationally.

      There is no specific news releases today, but the stock has been on the move over the past month, and a May 30, 2012 article from StreetInsider may explain why this small cap has been up lately:

      Neonode (NEON) Soars as Its Patents Could Help Samsung Defeat Apple (Nasdaq: AAPL).
      Avatar
      schrieb am 06.07.12 07:37:58
      Beitrag Nr. 10 ()
      http://www.questnewsgroup.com/2012/07/05/tech-stocks-apple-i…

      Neonode, Inc (NASDAQ:NEON) share increased 12% to $7.28 in the early hour. The shares of the company has made a new 52 week high at $7.30. The shares of the company have surged over 14491% in the last one year. The company provides optical infrared touchscreen solutions for handheld and small to midsized consumer and industrial electronic devices


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      Wie ist eure Meinung bzgl. Übernahme wegen Patenstreit mit Apple???