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Originally Posted by Dave_S
The S3 patents are essential while HTC "says" that the Apple patents can be worked around if actually upheld.
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Worked around? So they were stealin...umm..infringing?
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The charade that Android is a free mobile operating system is over. The patent headache for Google means that Apple, Microsoft and potentially Oracle could collect fees on Android.
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Morgan Stanley analyst Jasmine Lu said that HTC bought S3 for patents so it could better fight Apple, but the ITC takes away negotiating leverage.
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Barclays Capital analyst Dale Gai said in a research note:
Our base case remains that HTC will seek a settlement with Apple in the next six months, by paying out a certain amount of the damages (a portion of which has been set aside from previous earnings), and/or future licensing royalties, subject to negotiations with Apple for HTC’s S3 patents (which won an initial ruling against Apple’s infringement on July 1, 2011). In the worst case, if HTC agrees to pay US$5 to Apple for each smartphone it sells in the US, we estimate the impact on EPS will be 4-5% in 2012.
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http://www.zdnet.com/blog/btl/htc-pr...-patents/52545