Monday, January 9, 2012
Android litigation seen adding 'significant value' for Apple shareholders
http://www.appleinsider.com/articles/12/01/09/android_litigation_seen_adding_significant_value_for_apple_shareholders.html
(this was on revlis' IHub board earlier, posted by gattica)
Patent infringement litigation between Apple and Android-based handset makers is viewed as a positive for AAPL shareholders, who could benefit from the company's iPhone patent portfolio with licensing deals or a potential ban on Android devices.
Analyst Chris Whitmore with Deutsche Bank issued a note to investors on Monday offering his take on continued lawsuits between Apple and Android handset makers like Samsung, HTC and Motorola. He believes that the ultimate outcome of the litigation will add "significant value" for AAPL shareholders.
Whitmore sees two potential outcomes of the ongoing litigation, both of which are favorable to Apple. Either iPhone maker obtains a licensing fee for the sale of each Android device, or Apple could secure bans on some devices and take 25 percent market share from Android.