4 ms·

Watching this unfold I was really hoping that the long-term solution here would be Apple moving (or at least announcing a move) Watch assembly to the US, if onl

by Doches 3y ago

Watching this unfold I was really hoping that the long-term solution here would be Apple moving (or at least announcing a move) Watch assembly to the US, if only to get around the _import_ ban. I realize that would take...rather a long time to set up, but it would have been one hell of a win (for the US, not so much for Apple).

jjtheblunt 3y ago
That still could be underway?
bdcravens 3y ago
Licensing the technology or acquiring the company would probably be less expensive and take less time.
- kemayo 3y ago
  Masimo has a market capitalization of a bit over $6 billion, so Apple presumably has a very long way to go before acquiring them is cheaper than continuing the lawsuit. Apple could certainly do a hostile takeover out of their cash-on-hand if they wanted to, though -- it'd take about 10% of what they have available. I've not seem anyone manage to turn up what sort of terms Masimo would want to license their patent. It's certainly possible that what they want is unreasonable, particularly since they seem to be launching their own smartwatch. Of course, Apple famously loves its high margins on products, and it might be fighting here to keep a 30% profit on the Watch rather than 28%.
  - Someone 3y ago
    > Masimo has a market capitalization of a bit over $6 billion, so Apple presumably has a very long way to go before acquiring them is cheaper than continuing the lawsuit > I've not seem anyone manage to turn up what sort of terms Masimo would want to license their patent. It's certainly possible that what they want is unreasonable FTA: “In its earlier suit, which ended with a deadlocked jury, Masimo wanted Apple to pay more than $3 billion in damage” So, they’re claiming that patent is worth half the company. I guess that’s, at least, quite a high initial offer.
    - bdcravens 3y ago
      It sounds to me like Apple is probably just stalling to negotiate that number down.
    - krab 3y ago
      No, they claim their company would be worth 1/2 more had Apple not infringed their patent. Or probably they're asking for something extra to compensate for the fact they have to sue. Anyway not directly related to current market cap.
- alberth 3y ago
  That’s presumably a precedent Apple doesn’t want to set.
  - bdcravens 3y ago
    Paying for what doesn't belong to them? I'm not qualified to analyze the patent claims, but assuming it's correct as determined, this hardly seems like a situation where Apple is being bullied and needs to stand on principle.
deleted 3y ago
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by Doches 3y ago

jjtheblunt 3y ago

That still could be underway?

bdcravens 3y ago

Licensing the technology or acquiring the company would probably be less expensive and take less time.

kemayo 3y ago
Masimo has a market capitalization of a bit over $6 billion, so Apple presumably has a very long way to go before acquiring them is cheaper than continuing the lawsuit. Apple could certainly do a hostile takeover out of their cash-on-hand if they wanted to, though -- it'd take about 10% of what they have available. I've not seem anyone manage to turn up what sort of terms Masimo would want to license their patent. It's certainly possible that what they want is unreasonable, particularly since they seem to be launching their own smartwatch. Of course, Apple famously loves its high margins on products, and it might be fighting here to keep a 30% profit on the Watch rather than 28%.
- Someone 3y ago
  > Masimo has a market capitalization of a bit over $6 billion, so Apple presumably has a very long way to go before acquiring them is cheaper than continuing the lawsuit > I've not seem anyone manage to turn up what sort of terms Masimo would want to license their patent. It's certainly possible that what they want is unreasonable FTA: “In its earlier suit, which ended with a deadlocked jury, Masimo wanted Apple to pay more than $3 billion in damage” So, they’re claiming that patent is worth half the company. I guess that’s, at least, quite a high initial offer.
  - bdcravens 3y ago
    It sounds to me like Apple is probably just stalling to negotiate that number down.
  - krab 3y ago
    No, they claim their company would be worth 1/2 more had Apple not infringed their patent. Or probably they're asking for something extra to compensate for the fact they have to sue. Anyway not directly related to current market cap.
alberth 3y ago
That’s presumably a precedent Apple doesn’t want to set.
- bdcravens 3y ago
  Paying for what doesn't belong to them? I'm not qualified to analyze the patent claims, but assuming it's correct as determined, this hardly seems like a situation where Apple is being bullied and needs to stand on principle.

deleted 3y ago

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