Mosk: Later That Day

MOSK: LATER THAT DAY

There’s a whole other show waiting.

Today, Jeﬀ Gamet joins us to

Tuesday, August 28, 2012 discuss all the Apple news that’s ﬁt to pretend- print. Cross-Platform Zero-Day Vulnerability Found for Java 7; Affects Windows, Linux and OS X

Tap If you’ve got Java 7 installed on your computer you seem to have a Here to serious security risk on your hands. Infoworld says “hackers are Listen! exploiting a zero-day vulnerability in Java 7,” one that “can be exploited through any browser running on any operating system, from Windows and Linux to OS X, that has Java installed...”

According to the piece, "the vulnerability is not in Java 6, it's in new functionality in Java 7."

While Apple stopped bundling Java in OS X with last year’s Lion release, the piece says users can and do install it on their own when they encounter a site that employs a Java applet.

So far all of the known exploits in the wild have targeted Windows machines, though the piece says there’s nothing to stop an exploit aimed at the Mac.

Security experts recommend disabling Java until Oracle delivers a patch. Java can be disabled on a Mac in the preferences of your chosen browser or browsers... and thanks to Information Security pro George Starcher for sending me this story... and freaking me the freak out.

1 The Apple v. Samsung Aftermath Continues

Samsung Bashes Apple for Litigiousness Post Apple v. Samsung v. Apple Verdict August 28, 2012

Since the Apple v. Samsung v. Apple verdict, the one in the middle - Samsung - has had a chance to pull itself together, and seems to have passed on that chance.

LATER THAT DAY Having run the internal memo Apple CEO Tim Cook sent post verdict, 9 to 5 Mac felt it was only fair to do the same

MOSK: for Sammy. Google Issues Statement Defending In it the company says it tired to work Itself, Bashing Apple and Leaving out a deal with Apple, “However, Apple Samsung Hanging Out to Dry pressed on with a lawsuit, and we,” says Samsung, “have had little choice but to The founder of the Android feast has counter-sue, so that we can protect our also issued a statement, though it company.” doesn’t seem to have said much.

And the road is long, with plenty of The Mac Observer has Google saying: other legal procedures ahead. Now, back The court of appeals will review both to bashing Apple. Skipping further down infringement and the validity of the the page: patent claims. Most of these don’t relate to the core Android operating system, History has shown there has yet to be a and several are being re-examined by company that has won the hearts and the US Patent Office. The mobile minds of consumers and achieved industry is moving fast and all players — continuous growth, when its primary including newcomers — are building means to competition has been the upon ideas that have been around for outright abuse of patent law, not the decades. We work with our partners to pursuit of innovation. give consumers innovative and affordable products, and we don’t want We trust that the consumers and the anything to limit that. market will side with those who prioritize innovation over litigation, and Can I attempt a translation? The Apple we will prove this beyond doubt. patents may not hold up, there’s nothing new under the sun, and if anything did Did Samsung hear about the Samsung violate Apple’s patents it wasn’t Android memo presented at the trial wherein but something done to Android by our Samsung execs said their stuff would be partner, who’s back we have. To an better if it was more like Apple’s? extent. Just wondering. 2 Samsung Seeks to Have Galaxy Tab Droid Charge and the Galaxy Prevail 10.1 Temporary Injunction should all be subject to a ban. Why they Dissolved; May Seek Damages Due want to press that many is beyond me, to Sales Block though, since the piece says most of those phones are outdated. The Galaxy With an eye on legal procedures ahead, S II was last year, Sammy’s up to the August 28, 2012

it kind of looks like Samsung may have Galaxy S III now. Other phones on the at least a partial win locked up already. list are even older than the various Galaxy S IIs, though the piece says The jury in the San Jose case ruled last they are still on sale. Friday that Samsung did not violate Apple’s iPad design patent with its Stocks Shift in Wake of Verdict

LATER THAT DAY Galaxy Tab 10.1, which may create a bit of an issue for Apple. The Verge points With a Billion-plus-dollar verdict out out that the Cupertino-company filed for there, its not surprising that investors and received a preliminary injunction were moving money around as well. MOSK: against sales of the device in late June, CNET says, “shares of Samsung based on the idea that the Samsung Electronics registered their greatest tablet borrowed too much of the look one-day price drop in nearly five years and feel of the iPad. With the jury now in their first day of trading after Apple's saying that that was not the case, patent award against the Korean Samsung would like to see that electronics giant.” injunction dissolved, and by the way could we discuss damages caused by Forgive me but that seems goofy. Apple not being able to sell the thing for a is only now going after injunctions couple of months? against allegedly infringing products, so everything Samsung had to sell last According to The Verge, Samsung is Friday it still had to sell yesterday. And “asking that the court hold on to the besides, Samsung has a boatload of $2.6 million bond Apple paid to secure businesses besides mobile devices. the injunction until a damages hearing Take, for example, the $7.5 billion Apple can be held.” will spend on components with Samsung this year alone. And Apple’s Apple Seeks Ban on Eight Samsung not the only company buying Phones Based on San Jose Court components from Samsung. Win I understand wanting to get off of a Apple, meanwhile, has legal procedures sinking ship, but I don’t think that ship of its own ahead. Business Insider says is sinking. It may simply need to adjust “Apple has listed the eight Samsung its course. phones it wants to ban as a result of its victory in court last week.” Meanwhile Apple opened up two- percentage points according to a Based on the jury’s ruling, Apple separate CNET piece, and it only kept believes the Galaxy S II 4G, the Galaxy going from there. Shares of the all- S II (AT&T variant), the Galaxy S II things-iMaker closed at $675.68. For Skyrocket, the Galaxy S II (T-Mobile those of you keeping score at home, Variant), the Galaxy S II Epic 4G (Sprint that’s another all-time closing record for 3 Variant), the Galaxy S Showcase, the the company. Nokia and RIM See Share Price Bump We think it will be important for Apple not Thanks to Investor Worries Over to appear to be a bully to consumers. We Android would not be surprised to see the press take the view that the verdict lessens It wasn’t just Apple and Samsung that competition, and that Apple will need to saw their needles move. All Things D says promote the view that Apple was just shares of Nokia were up nearly 9% at the August 28, 2012

protecting its innovation and IP. start of trading on Monday, though they ended the day up only 5-and-a-half- Seeing it from the flip-side, Topeka percent. Capital’s Brian White who says in his Nokia, as you likely remember, has gone note: “all-in” with Microsoft’s Windows Phone "We believe this verdict enhances the

LATER THAT DAY operating system. All Things D says Apple brand as 'the innovator' in the “Trouble for Samsung could be indicative smartphone and tablet markets at the of a larger problem for Android, so expense of Samsung Electronics that manufacturers of rival smartphone MOSK: some will now view as the 'imitator', platforms may end up benefiting.” In fact, while also providing a strong disincentive even Research In Motion managed to for future 'copying' of Apple products...” catch a little good news from Samsung’s bad news. RIM shares closed up nearly Fortune actually had notes from a few 2%. analysts. May I pause again to say how goofy that last bit seems? There may be a slight Well, as a matter of fact, I’d love to lay a stink on Samsung right now, but there’s a few of them out for you. dead-fish and cigar smoke stink on RIMM. If you’re in Samsung, familiarize yourself Barclays Capital analyst Ben Reitzes: with the location of all emergency exits but for heaven’s sake, don’t jump out at "While we realize the verdict will be 20,000 feet. appealed, we believe the ruling marks an important victory for Apple against That said, you should not take financial Android. Competitors may now think advice from me. Really. The one piece of twice about how they compete in smart financial advice you should take from me, mobility devices with the industry's clear do not take financial advice from me. You innovator. If Apple forces competitors to wrestle with that paradox. I’m busy. innovate more, it could take longer for Fortune: Financial Analysts React to competitive products to come to market, Apple Victory Over Samsung in and make it more expensive to develop San Jose them. As a result, Apple's pricing umbrella could be sustained longer while News of the win for Apple was seen by it should also sell more units over time.” most as... well a win for Apple late last week. Though BMO’s Keith Bachman sees Wells Fargo's Maynard Um sees the risk for Apple in it. Fortune has him verdict as “a strong first step for Apple in saying in a note to investors: its patent war...” one that could lead to a significant patent royalty stream. Um raised his Apple share valuation range from $640-$660 to $740-$760.

4 Merrill Lynch's Scott Craig raised his We do not expect significant changes in Apple price target from $720 to $770, the market... We believe that Samsung is despite not seeing much change in likely to make software modifications to projected iPhone sales. devices to work around the patented software features in question. For devices August 28, 2012

Goldman Sachs' Bill Shope: that infringe on design patents, we believe those devices may no longer be While we believe that Friday's decision sold in the US; however, it does not will have little impact on the near-term appear that newer devices, including the story for Apple, it does represent another Galaxy SIII are impacted. Net-net, we do victory in Apple's wide-ranging legal not believe Samsung will see any

LATER THAT DAY strategy in which the company is building meaningful interruption, likely only minor a legal/IP moat around its already interruption, in device sales in the substantial platform advantage." US... We do not believe further settlements are likely to hamstring MOSK: Oppenheimer’s Ittai Kidron raised that Android in any serious way. firm’s target on Apple from $700 to $800, despite noting that the impact of Friday’s One thing on which almost all of the verdict is U.S. only. Kidron seems more analysts agreed, the money was no stoked about “a strong December/March object in this case. First, with the (period) with another record iPhone expected appeals there’s no telling when launch and the mini-iPad introduction." or even if Samsung will have to pay the $1.049 billion dollar damages named in Needham & Co. analyst Charlie Wolf: the suit. But even if they wrote Apple that check today, it would be less than 1% of The bad news for Android licensees is the roughly $120 billion dollars in cash that the three patents represent but a Apple currently has on hand. handful of the patents in Apple's arsenal. We anticipate Apple will assert many of That’s right. Apple could honestly and in these reportedly even more powerful all seriousness say, “Eh... it’s just a billion patents in future cases against Android dollars.” licensees. Google will be forced design workarounds of the violated software Correction: USITC Clears Apple of patents, which was the intent of Apple's Violating Three Motorola Mobility lawsuit, not the monetary award. These Patents, Not Two workarounds are likely to materially degrade the Android user experience A small correction to a story I brought relative to the user experience on Apple's you yesterday. I said in the story on iOS operating system. Apple, Motorola Mobility and the US International Trade Commission that the That’s a sentiment shared by Morgan ITC had cleared Apple of two charges of Stanley analyst Katy Huberty. patent violation with a third one in the balance. A Macworld story published And finally, Piper Jaffray analyst Gene Monday says Apple was actually cleared Munster doesn’t see much coming from of three charges of patent violation with a the case at all. Quoting his note: fourth one in the balance.

5 Retina Display MacBook Pros: One Gets Easier to Get While Rumor Has Another on the Way

The gap between supply and demand for the Retina Display MacBook Pro has shrunk again. Cult of Mac says wait times on the machines are down to 2-4 business days on Apple’s Online Store. Waits were as high as 4-5 weeks within a day of the August 28, 2012

machine being announced back in June.

But there may soon be another Retina Display laptop for which to wait a while. CNET has NPD Display Search analyst Richard Shim saying he thinks Apple is right now gathering displays for a 13-inch MacBook Pro with Retsyn.

LATER THAT DAY According to Shim, the displays are being produced by LGD, Sharp and Apple’s pal Samsung. Additionally his sources indicate that the panels are for the smaller MacBook Pro and not a MacBook Air. With production believed to be underway now, CNET figures the machines could hit store shelves sometime this fall. MOSK:

Apple Seeds Fourth beta of Lion OS X 10.7.5 to Developers

With development of the second Mountain Lion update underway, Apple is also hard at work on another Lion update. MacNN says Apple, yesterday, seeded a fourth beta of OS X 10.7.5 to developers. Nothing about the notes has changed, save the build number. The piece says the latest beta is out with no known issues. Apple is still asking developers to focus their attentions on “graphics quality and performance, as well as media importing, viewing, and editing.”

6 Bob Mansfield Staying on at Apple to “Work on Future Products;” Riccio and Federighi Promoted to Senior VPs

Well look who’s not leaving after all. The August 28, 2012

Mac Observer says Apple issued a press release yesterday saying that retiring senior VP of hardware engineering Bob Mansfield is no longer retiring. Or at least he’s not retiring yet. He’ll stay on to “work on future products.”

LATER THAT DAY Dan Riccio, who had been named Mansfield’s replacement, will still be Mansfield’s replacement, though instead MOSK: of being VP of whozits and whatnot, he’ll be a senior VP. As will Apple’s VP of Mac Software Engineering Craig Federighi, aka Hair Force One.

I picture a Michael Corleone thing with Apple Drops iTunes Music Festival Mansfield. Tile Onto Apple TV for Live Streaming

And finally, today, Apple’s added another tile to the digital living room hobby puck. 9 to 5 Mac says the Cupertino-company snuck an iTunes Festival badge onto the device yesterday. The TV app will give viewers access to live streams of all 30- days of music, featuring such artists as Usher, Jack White, Norah Jones, The Killers, Pink, Matchbox 20, Mumford and Sons and the list goes on.

Just like with the Hulu Plus tile Apple recently added, the piece says no Apple TV software update is required, though you may actually have to restart your Apple TV to see it. Like I did.

The iTunes Music Festival runs from September 1st through September 30th... and Earth, Wind & Fire is not playing any of those days. “Just when I thought I was out, they pull me back in!” Neat to see more stuff on Apple TV, - Bob Mansfield though.