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Monday, April 1, 2013

AAPL,GOOG: After posting Y/Y share gains in the U.S. for...

3:57 PM After posting Y/Y share gains in the U.S. for much of calendar Q4, the iPhone's (AAPL -3.2%) U.S. share fell 350 bps Y/Y to 43.5% in the 3 months ending February, per Kantar Comtech. Android (GOOG +1%) claimed 51.2% of the market, up 580 bps Y/Y. In
"Urban China," the December iPhone 5 launch helped the iPhone's share rise to 25.8%; Android's share is at 68.7%. Windows Phone (MSFT -0.1%) is making slow-but-steady progress (previous): its share is now at 4.1% in the U.S., 6.7% in the U.K., 6.8% in Germany, and 13.1% in Italy. Read comments

AAPL price at time of publication: $429.10. Check AAPL price now »

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Focus Articles on AAPL

Apple: Major Concerns Overstated And More Than Priced In by Christopher Bayliss
Impact Of Apple's Acquisition Of WIFISLAM by Alpha Hunter
Apple: Is It Finally Time To Buy? by Ashraf Eassa

Press Releases on AAPL

Apple Updates Processors & Prices of MacBook Pro With Retina Display (Business Wire)
Statement by Apple (Business Wire)
Wi-Fi + Cellular Models of iPad mini & Fourth Generation iPad Available in China This Friday (Business Wire)

Transcripts on AAPL

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MSFT: Vringo: How Much Is A Settlement With Microsoft?

Vringo: How Much Is A Settlement With Microsoft?
by Chris Hofmann

For those who don't know, Vringo (VRNG) is an IP company currently in litigation with Google (GOOG), Microsoft (MSFT), and ZTE. Google has been the main focus thus far, and has been discussed in detail here and here. There have been possible decimal place errors, latches disagreements, possible new trials, and a very long wait (still ongoing) for the judge to rule on the forward royalty rate. However, VRNG did have a jury rule that its patents are valid and infringed upon, which gives it an edge as it now sues Microsoft's Bing search engine. Clearly Microsoft agrees, as Vringo and Microsoft are now in settlement discussions. As we all wait for the judge to rule in the Google case, I think it is important to analyze what sort of settlement may be reached against Microsoft. Will it only be $50 million? Or maybe $1 billion? Will it add $1 or $5 to the stock price? How can somebody possibly buy or sell Vringo on this new development without first taking the time to at least value the settlement? There are numerous variables at play that could vary wildly, but through the following analysis, I hope to give a reasonable range of expectations as well as my personal opinion. read more »

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More on MSFT

Microsoft's Surface Pro: Revolutionary? by Ashraf Eassa

Buffett Style Valuation Of The Microsoft Corporation by AquaResearch

The Diversity Of Microsoft Is Not Really Diversity by Marshall Hargrave