Samsung

Thoughts on Apple vs. Samsung trial

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I doubt if the two companies will settle and my guess is that it goes to the jury next week.  If someone blinks, it will be Samsung.  After all the trial is in Apple’s backyard and you know the last thing Steve Jobs would have said to Tim Cook was never settle this trial.  I think copycat suits in technology are a hard thing to win.  After all the mother of all copy cat suits was the first time Apple sued Microsoft for stealing the look and feel of the GUI.  They lost that one.  My guess is though the … Read more

China Dethrones iPhone, Samsung Sales Surge

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Apple’s market cap may rule the S&P, but it’s a different story in China.  The tech giant is struggling to efficiently capture a leading share of the country’s massive market, while Samsung is proving a substantial opponent.  With more than three times the market space over Apple (24.3% vs 7.5%), the South Korean company has a strong lead in subscribers which isn’t expected to be challenged any time soon.  According to Bloomberg, Samsung’s blanket strategy proved much more effective in gaining subscribers than Apple’s tactically narrow approach: “Apple’s partnerships with China’s second- and third-largest carriers give it access to about 34 … Read more

DJ UPDATE: US Judge Rejects Apple Request To Ban Samsung Galaxy Sales

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I don’t think this will impact our pairs trade much but it certainly blows apart the thesis.  The bottom line is that Apple’s chart looks more bullish than Google’s this week.  There may be a short reaction Monday but there is still going to be a trial.  I like asymetric trades where if you are right there is potential big upside or in this case downside with Google.  And if you are wrong, there may be no major reaction at all.  Samsung already has 30% market share with its partner, Google and its doing little to hurt Apple as they … Read more

Apple Vs Samsung

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Court limits Apple’s ban on Samsung’s Galaxy tablet The ban on a Samsung Electronics Co. (KS:005930) tablet computer across Europe was lifted after the German court that granted Apple Inc. (NASDAQ:AAPL) an injunction last week scaled back the ruling to within national borders. The iPad maker is not allowed to enforce its August 9 injunction outside of Germany against the South Korea- based Company, the Dusseldorf Regional Court decided yesterday. The ban on Samsung’s Galaxy Tab 10.1 in Germany stands, court spokesman Peter Schuetz said in an interview. “The judges decided to limit the enforceability for now because there are … Read more