This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Apple & Samsung: The Other Winners & Losers (Update 1)

Losers

Samsung, obviously, is left licking its wounds, with speculation mounting about the long-term impact of the jury's decision. Canaccord Genuity's Walkley notes that a hearing has been set for Sept. 20 to consider a ban on U.S. sales of Samsung devices, which includes a number of smartphones.

"While a ban would likely increase Apple's leading smartphone share in the U.S. market, we believe this verdict could lead to Samsung also delaying near-term product launches as it attempts to design around Apple's patents," he wrote. "We also believe other Android OEMs (Original Equipment Manufacturers) such as HTC, Sony (SNE) and LG, will review this patent verdict and potentially alter and delay planned Android smartphones and tablets."

Neither Sony nor LG, has yet responded to TheStreet's request for comment on this story. Sony shares slipped 0.6% to close at $11.64 on Monday.

"We believe the Apple-Samsung patent verdict out Friday night after the close is a negative for the Android ecosystem as it likely puts more pressure on Android OEMs to clearly differentiate devices and it suggests the courts may be willing to tightly enforce software and design patents in the future," added J.P. Morgan's Doug Anmuth.

Samsung, for its part, struck a defiant tone following the court's verdict, vowing to continue its patent struggles with Apple. "This is not the final word in this case or in battles being waged in courts and tribunals around the world, some of which have already rejected many of Apple's claims," explained a spokeswoman, in an email to TheStreet. "Samsung will continue to innovate and offer choices for the consumer."

Friday's result, of course, could also have major implications for Google (GOOG), the creator of the Android operating system that's widely used on Samsung devices.

Charlie Wolf, an analyst at Needham & Co., noted that three of Apple's iPhone and iPad software patents were deemed valid.

"The bad news for Android licensees is that the three patents represent but a handful of the patents in Apple's arsenal," he wrote. "We anticipate Apple will assert many of these reportedly even more powerful patents in future cases against Android licensees."

"Google will be forced [to] design workarounds of the violated software patents, which was the intent of Apple's lawsuit, not the monetary award," he added. "These workarounds are likely to materially degrade the Android user experience relative to the user experience on Apple's iOS operating system."

Google, however, shrugged off talk of negative impact on Android. "Most of these patent claims don't relate to the core Android operating system," explained a spokesman, in an email to TheStreet. "The mobile industry is moving fast and all players - including newcomers - are building upon ideas that have been around for decades. We will continue working with our partners to give consumers innovative and affordable products."

Shares of Google closed down 1.39% at $669.22 on Monday.

--Written by James Rogers in New York.

>To submit a news tip, send an email to: tips@thestreet.com.

Check out our new tech blog, Tech Trends. Follow TheStreet Tech on your wireless devices

2 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,880.36 -31.75 -0.19%
S&P 500 1,970.07 +0.12 0.01%
NASDAQ 4,462.9020 +20.2040 0.45%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs