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Amazon.com Inc. Message Board

  • techstrategy techstrategy Nov 12, 2012 10:05 AM Flag

    AAPL patent shift...

    BTW, you can look at my year old posts on the AAPL board to see that I anticipated AAPL would shift its hard core patent strategy out of necessity. It has the fewest skus and the most to lose from an aggressive, injunction oriented approach. At this point, it wants to focus on cross licensing and driving up the royalty component of the TCO so that it can leverage its component and manufacturing scale while making life as painful as possible for companies like AMZN. It will increasingly focus on diriving up the device production cost for others while embedding more content/offerings at minimal cost to the consumer, directly undermining AMZN's purported profit/cash flow stream...

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