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Google's Latest Acquisition: The perils of licensing to your competitors

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Re: Google's Latest Acquisition: The perils of licensing to your competitors

#41

Post by recoiledsnake »

ugh wrote: post #37
cooldeal wrote: post #30

Earlier quoted context omitted.

"It is difficult to get a man to understand something, when his salary depends upon his not understanding it!" -Sinclair Regardless of the above quote, I do not accuse them of lying. But there's a strong elementy of hypocrisy and fanboyism, both in supporting Apple almost all the time, and screaming bloody murder and abject criticism of any moves by Apple's competitors. Do you seriously think analysis by Asymco, Grub…

Do you seriously think analysis by Asymco, Gruber and Marco regarding Apple are the flawless gospel truth? Why would I have to believe that in order to respect their opinions? I’m not going to sink to the level and just attack them without actually engaging with their arguments. They are coherent and they have arguments, they deserve a response and not just blind attacks. I’m not sure what any accusations (So, when d…

>They are coherent and they have arguments, they deserve a response and not just blind attacks.

The OP is a good example of this. Asymco's wrong many times and whenever it's wrong it's seems to have erred on the side of Apple. Still, the headlines draw interest and page views. What does that tell you?

For example, lets take this post. http://daringfireball.net/linked/2011/08/15/apple-samsung-im...

If it was Google or MS instead of Apple there, Gruber would be screaming bloody murder about wilful manipulation of the law to further their ends and harm Apple's ascendancy. Am I wrong?

Since it is Apple, it is just 'one image' and 'sloppy lawyering'. Very predictable even before you read it. This is the opinion that we are all supposed to respect?

It's called spin, or a very biased opinion that needs to be taken with a spoon of salt. It's as close to Apple PR as you can get, aimed at a very specific audience.

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#42

Post by ugh »

recoiledsnake wrote: post #41
ugh wrote: post #37

Earlier quoted context omitted.

Do you seriously think analysis by Asymco, Gruber and Marco regarding Apple are the flawless gospel truth? Why would I have to believe that in order to respect their opinions? I’m not going to sink to the level and just attack them without actually engaging with their arguments. They are coherent and they have arguments, they deserve a response and not just blind attacks. I’m not sure what any accusations (So, when d…

>They are coherent and they have arguments, they deserve a response and not just blind attacks. The OP is a good example of this. Asymco's wrong many times and whenever it's wrong it's seems to have erred on the side of Apple. Still, the headlines draw interest and page views. What does that tell you? For example, lets take this post. http://daringfireball.net/linked/2011/08/15/apple-samsung-im... If it was Google or…

Gruber generally never screams bloody murder. You also should never read him expecting an unbiased opinion of Google. That’s not the value proposition and it never was.

It’s very weird what you expect of Gruber. It just doesn’t make any sense.

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#43

Post by hollerith »

recoiledsnake wrote: post #27
hollerith wrote: post #24

Earlier quoted context omitted.

>If it was that they would've have announced it by now. A reason for them not to announce it is fear of drawing the attention of anti-trust regulators.

Huh what? If they had bought the Novell or Nortel patents, would they have been blocked? In fact they were able to block MS(via the DoJ) from using Novell patents against Android.

The thing that I was asserting would draw attention from anti-trust regulators is paying billions for a cell-phone manufacturer only to shut it down.

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#44

Post by recoiledsnake »

ugh wrote: post #42
recoiledsnake wrote: post #41

Earlier quoted context omitted.

>They are coherent and they have arguments, they deserve a response and not just blind attacks. The OP is a good example of this. Asymco's wrong many times and whenever it's wrong it's seems to have erred on the side of Apple. Still, the headlines draw interest and page views. What does that tell you? For example, lets take this post. http://daringfireball.net/linked/2011/08/15/apple-samsung-im... If it was Google or…

Gruber generally never screams bloody murder. You also should never read him expecting an unbiased opinion of Google. That’s not the value proposition and it never was. It’s very weird what you expect of Gruber. It just doesn’t make any sense.

>It’s very weird what you expect of Gruber. It just doesn’t make any sense.

Just a little more honesty and less hypocrisy would certainly help. As the OP said, those sites are more like sports team fanboy sites or political mouthpieces tailored to the audience/readers.

To go off on a funny tangent:

Well, maybe I just don't get it unless I am in the RDF myself. http://www.tuaw.com/2011/05/17/bbc-loving-apple-looks-like-a...

That is why maybe all those sites feels weird to me but seem perfectly fine to many others!

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#45

Post by ugh »

recoiledsnake wrote: post #44
ugh wrote: post #42

Earlier quoted context omitted.

Gruber generally never screams bloody murder. You also should never read him expecting an unbiased opinion of Google. That’s not the value proposition and it never was. It’s very weird what you expect of Gruber. It just doesn’t make any sense.

>It’s very weird what you expect of Gruber. It just doesn’t make any sense. Just a little more honesty and less hypocrisy would certainly help. As the OP said, those sites are more like sports team fanboy sites or political mouthpieces tailored to the audience/readers. To go off on a funny tangent: Well, maybe I just don't get it unless I am in the RDF myself. http://www.tuaw.com/2011/05/17/bbc-loving-apple-looks-lik…

Yeah, those crazy lunatics! Let’s smile smugly and ignore their incoherent rambling!

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#46

Post by barista »

cooldeal wrote: post #10
barista wrote: post #9

Earlier quoted context omitted.

Besides android vendors aren't really profitable by big margins. Motorola in fact has continued losing money for past few years even after introducing android.

>HTC announced that its first quarter 2011 profits were up by a staggering 191 per cent to $511 million from the same time last year. Revenue figures were not too shabby either, showing 174 per cent growth, meaning that profit growth outstripped revenue growth, something that is particularly desirable on any balance sheet. Do you get your news from Apple centered sites and blogs and the comments there? There seems to…

My point was regarding profit margins. They are getting slimmer by the day as every device maker joins the downward spiral to get the phones out at a cheaper rate. Most these device makers outsource and do not have their own manufacturing. That's why sammy is is the one that is truly making money here.

and note: opinions that to not match yours can be independent. They don't have to be disillusioned or paid. Learn to respect them.

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#47

Post by fpgeek »

msbarnett wrote: post #33
fpgeek wrote: post #25

Earlier quoted context omitted.

Not really. He forgot to consider the other set of companies making money from Android: Arms merchants like Qualcomm,TI and NVIDIA. For example, NVIDIA is pretty thrilled with all the Tegra 2 design wins they got from Android manufacturers.

He didn't "forget" them; the profitability of component manufacturers has no more to do with the fact that most Android licensee Phone manufacturers aren't turning much profit off the business than the profitability of shovel salesmen has to do with the fact that most gold prospectors never found anything worth selling.

Yes, it does. "Arms merchants" like Qualcomm, TI and NVIDIA are more than just "shovel salesmen". Among other things, they're the ones who do the first ports of Android to their chipsets. I don't remember where I read this, but they compete just as much as the phone manufacturers do to make it into "Nexus / Google Experience" devices.

One of the big reasons profitability matters is because it drives future investment. To the extent that component manufacturers are making money porting Android to their components and selling the combination, they're going to keep investing, even if their downstream customers are locked in a brutal price war.

Re: Google's Latest Acquisition: The perils of licensing to your competitors

#48

Post by antrix »

barista wrote: post #46
cooldeal wrote: post #10

Earlier quoted context omitted.

>HTC announced that its first quarter 2011 profits were up by a staggering 191 per cent to $511 million from the same time last year. Revenue figures were not too shabby either, showing 174 per cent growth, meaning that profit growth outstripped revenue growth, something that is particularly desirable on any balance sheet. Do you get your news from Apple centered sites and blogs and the comments there? There seems to…

My point was regarding profit margins. They are getting slimmer by the day as every device maker joins the downward spiral to get the phones out at a cheaper rate. Most these device makers outsource and do not have their own manufacturing. That's why sammy is is the one that is truly making money here. and note: opinions that to not match yours can be independent. They don't have to be disillusioned or paid. Learn to…

> Most these device makers outsource and do not have their own manufacturing.

You mean like Apple?

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