Acacia Research Corporation (ACTG) is a company that enforces patents. Acacia Research has a relationship with MMI. GOOG is likely to be more aggressive in enforcing patents especially against the likes of AAPL. If GOOG hires Acacia Research, it will be a windfall for Acacia Research.
Skyworks (SWKS) makes semiconductors for phones and Wi-Fi. There are reports that Skyworks has lost all 3G business in Apple’s (AAPL) iPhone 5. There are also reports that Skyworks may lose the rest of the business from Apple. ZYX Change Method is close to issuing a short
The up move in Penney (JCP) stock may be driven by wishful thinking. Johnson was successful, but he was not selling white blouses inside those beautiful Apple (AAPL) stores. Penney does not have differentiated products like Apple. The success of Apple stores is, in part, due to the experience they
Apple (AAPL) rumored to be looking at Omnivision’s (OVTI) five megapixel new chip for iPad 3. This morning we made an entry in ZYX Buy Change Alert — Real Time Feed: We are long from $12.50. Now the stock is at $33.61. Our target remains $45. This
Omnivision (OVTI) is falling out of bed. Omnivision has traditionally supplied all cameras to Apple (AAPL). President of Sony (SNE) hinted in an interview that Sony is working on supplying cameras to Apple. This interview accounts for today’s drop. Prior to the earnings the stock had also dropped on the
On Friday, U.S. International Trade commission reversed the prior ruling of its chief judge and now will hear the case against Apple (AAPL) and Research in Motion (RIMM) for violation of claim 15 of a Kodak patent known as ‘218. Good t opportunities are developing in Apple, Omnivision (OVTI), Nvidia
We are taking partial profits on our Nvidia (NVDA) short position right here around $20.71. We will also tighten the stop on the rest of our position. iPad 2 from Apple (AAPL) uses a fast dual core processor with excellent graphics. This processor, although based on Arm Holdings (ARMH) design, is custom designed
www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized
In a prior post, we forewarned that Apple (AAPL) may push out Nvidia (NVDA) in favor of Advanced Micro Devices (AMD). Now the news is out. New Mac Books will include AMD’s ‘œRadeon‘ graphics chips in the 15-inch and 17-inch models, replacing parts previously supplied by Nvidia. Now one part of
With Steve Jobs taking medical leave, Apple’s shares are down 7% in Germany. Tomorrow in US, $AAPL shares are bound to be very volatile. The most likely scenario is that shares will open down then bounce and partially fill the gap. Tim Cook , who will be taking charge in