KGI Securities’ Ming-Chi Kuo, who yesterday reported the next-gen iPhone and iPad Mini are dealing with component yield issues, today writes the Mini’s issues are due to Apple’s (AAPL) use of a new touchscreen technology called GF2, which will allow the Mini to be thinner than the regular iPad (at least until the regular iPad gets a refresh), and lighter than rival tablets. Kuo believes Mini shipments will begin in 1H October, and that the device will go on sale in late October. (earlier)
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More on Apple-Samsung: The jury rules Samsung (SSNLF.PK) owes Apple (AAPL) $1.05B in damages. Apple has been declared innocent of all of Samsung’s software patent infringement claims, and Apple has been barred by patent exhaustion from enforcing two patents. No damages for Samsung. AAPL +1.3% AH. Expect Samsung to open lower in Seoul on Monday. Mobile patent plays such as InterDigital (IDCC) and VirnetX (VHC) could rally on the verdict. (more) (live blog)
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Google (GOOG) -0.8% AH in response to Apple’s (AAPL) huge patent win over Samsung (SSNLF.PK). The software patents Google acquired via Motorola Mobility, some of which recently became the subject of an ITC suit, are now more important than ever in defending Android. Microsoft (MSFT) has to be pleased with the verdict, given it could boost OEM interest in Windows Phone.
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More on Gartner/mobile phones: Samsung’s (SSNLF.PK) market share increases to 21.6% from 16.3% last year, Nokia’s (NOK) falls to 19.9% from 22.8%, and Apple (AAPL) rises to 6.9% from 4.6%. Smartphone sales jump 43% to 154M. Overall Android (GOOG) share soars to 64% from 43%, iOS 18.8% vs. 18.2%, Symbian crashes to 5.9% from 22.1%, Microsoft (MSFT) 2.7% vs. 1.6%. (PR)
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The auction of Eastman Kodak’s (EKDKQ.PK) 1,100 digital-camera patents has become increasingly complex but the bids so far are well below $500M, the WSJ reports. The lack of premium offers could put in doubt Kodak’s ability to emerge from bankruptcy protection. The participating consortia include one that involves Apple (AAPL) and Microsoft (MSFT), and another Google (GOOG) and Samsung.
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Investors don’t really care about this quarter for Apple; it’s the iPhone 5 quarter that they are waiting for.
Read more: Apple’s Earnings: Meh
F5 Networks CEO John McAdam explains why the company’s app security business is booming.
Here is the original post: F5 CEO: Why Security’s On Fire
Investors brace for another batch of earnings and economic data in a market stressed by eurozone concerns.
See the original post here: Housing Data, Blue-Chips on Tap for Wednesday
The ongoing European drama may share the stage with corporate earnings next week.
Original post: Earnings, Europe Keep Investors Busy in Coming Week
