* Posts by retiarius

2 publicly visible posts • joined 27 Oct 2008

Apple boasts record Q1 as revenue tops $10bn

retiarius

Apple alumni wax nostalgic

The bit about Apple IP vs. Palm reduces to whether Palm either licenses

or cross-licenses from Apple. Likely not. The bad blood also has to do

with a few ex-Apple emps who went to Palm, including Donna Dubinsky,

Dave Nagel, and lately Jon Rubinstein and Fred Anderson, not to mention

Bono's interest.

It gets more interesting from a patent perspective in the case of Microsoft

buying Palm. Does Microsoft still have a patent cross-licensing arrangement

with Apple? Are patents transferrable across boundaries of a subsidiary?

About the "Pre", what does the physical keyboard do, anyway?

Seems like a redundant mechanically breakable softspot, and otherwise

a me-too product -- Apple copycats never seem to win...

Investment firm looks for Sun's true value

retiarius

Upside-down privatization

In the old days of raiders, greenmailers, LBOs and MBOs, a stalker

would accrete shares at a low price (the "toehold" strategy), then pounce,

sending the shares to a higher spike at the take-private price, rapidly

followed by massive layoffs, restructuring, and a re-spun IPO.

This one is backwards, with a significant shareholder first acquiring

20% at a *higher* price, then filing the 13(d) amendment to

rescind "beneficial" ownership. Seems lame.

Agree that break-up value (cash, Java, Solaris, ZFS storage, legacy

SPARC support, and some nice IP in areas like proximity computing)

makes ye olde SUNW worth more dead than alive.