Pace Plc Share Discussion Threads

[mbhesms] 01/6/2017 22:47

Regarding the Nagra Kudelski complaint to the ITC

Patent US 6345389 seems to patent what Siri and a whole bunch of cloud based applications do when they take input from a user (speech / handwriting) and hand off the analogue to digital conversion to a server that returns the plain text for further processing. This was filed in 1998 so it may not have been obvious back then. I'm curious how this patent stands against any other cloud computing patents.

Patent US 7028327 seems to be quite applicable to all those interactive applications that want to put some annoying pop-up onto the screen when all you want to do is just watch some TV. I've seen demonstrations but is anyone really doing this or making money from this.

Patent US 7725720 looks very relevant to the kind of home set-up where there is a gateway / DVR and various other devices around the home (mini-STBs / tablets) where users want to view content transcoded or recorded by the gateway, and the content has to be re-encrypted for local redistribution. I wouldn't want to comment more as there is a lot I don't know about security and more I don't know about security patents.

Outside of the US the Virgin/Gemstar ruling may be relevant to some of these patents

[mbhesms] 01/6/2017 22:12

I wouldn't describe myself as any kind of expert or even knowledgeable on these kind of patent issues. The best I can offer is some plausible hand waving.

The patents quoted are both entitled "Interactive television program guide with remote access".

In my limited experience the network operator owns the user interface and programme guide software as they want to be able to keep it independent of the hardware it runs on and consequentially independent of who supplied the hardware.

I have also been aware of a network operator indemnifying a hardware manufacturer against such patent litigation and liabilities as applied to EPG related patents.

Anything that costs Comcast money will of course mean it has less money to but things from Arris.

In summary, with my very limited knowledge, I would not expect this ruling to directly affect Arris but a large payout by Comcast may have an indirect effect.

[amphiprion] 01/6/2017 19:59

Hi Alex,Yes, I knew about the TiVo software in Pace/Arris boxes, but I think this case relates to the Rovi suit prior to taking over TiVo. What did you make of Kudelski/Nagra? There's been a fair bit written about it, & it looked quite concerning to me as it affects X1.

[1gw] 01/6/2017 19:44

1carus "can't really see this going south from here for a while"

How long have you been investing in pace/arris? Aren't we all conditioned to expect sudden reversals by now?

[alexmcdonald] 01/6/2017 19:17

The case was against Comcast. Arris (Pace) had an agreement with TiVo where Pace supplied TiVo software in Pace boxes for some of their clients.

I don't know the full details but perhaps MBHESMS could enlighten us.
He is more expert in this matter.

[amphiprion] 01/6/2017 18:47

Does anyone have an opinion as to how this could impact Arris?http://www.multichannel.com/news/content/tivo-shares-soar-prelim-itc-ruling-against-comcast/413140I saw it yesterday & assumed it may have a negative impact due to the potential for Arris to have to compensate Comcast? I know that it is not always the case that the stb manufacturer would be on the hook, but as far as I am aware, with some of the manufacturing agreements they could be. If TiVo rose 15% someone must think there are some significant payments due?I also came across the following regarding Kudelski & Nagra, which concerned me back in January, but there hasn't really been much comment on it at all:http://www.itcblog.com/kudelski-opentv-and-nagra-file-new-337-complaint-regarding-certain-digital-television-set-top-boxes-and-remote-control-devices

[1carus] 01/6/2017 18:04

Alex, can't really see this going south from here for a while. But the usual noise might trigger a stop loss at 28.00. I might hold off before setting that.
By my calcs, at the current exchange rate $29 looks like about £4.60.

[alexmcdonald] 01/6/2017 08:00

DOCOMO PACIFIC Partners with ARRIS for Whole Home TV and High-Speed Broadband Services

[freddie01] 01/6/2017 07:47

Madrid, Spain



Moscow city



One way to heaven by jasonwilde ~ Hope, BC, Canada



Nordic landscape





A White Winter




The Geiranger fjord (Geirangerfjorden) is a fjord in the Sunnmøre region, located in the southernmost part of the county Møre og Romsdal in Norway.
























Images of winter

[freddie01] 31/5/2017 07:49

Sleeping People Embroidered Onto Handmade Pillows by Maryam Ashkanian



“Dreams” … by Valter Patrial












See a Massive Flower Garden in the Dubai Desert

The world’s largest flower garden exists in a place you might not expect. It’s found not in the lush Tuileries of Paris or the Renaissance-era terraces at Villa d’Este in Tivoli, Italy, but in the desert outside Dubai, United Arab Emirates.








Samuel Boardman Sunrise & Southern Oregon Coast Sunrise by Chip Phillips

[alexmcdonald] 30/5/2017 13:19

Stofa Selects ARRIS to Transform Network for Gigabit Services

[freddie01] 30/5/2017 08:17

Record-Breaking Life-Size Lego Caravan on Display

A life-size caravan which holds the Guinness World Record as ‘the largest caravan built with interlocking plastic bricks’ has gone on public display in the National Motor Museum at Beaulieu, Hampshire, England.

Built by 12 model makers using 215,158 Lego bricks, this creation may use plastic components from the toy box but does almost everything a real caravan can do, with electric lights, running water and even seats that fold into a bed.

The brick brilliance continues inside, with incredible details such as eggs, mushrooms and tomatoes cooking in a frying pan on the two-hob burner, a vase full of flowers on the table, toothbrushes and a tube of toothpaste by the sink, a milk carton in the fridge and even a complete chess set.

Measuring 3.6 meters long, 2.2 meters tall and weighing in at 1200kg, the project took over two months to build and more than 1,000 man-hours. Layers of Lego bricks were built on top of a conventional caravan chassis, proving how strong and versatile the plastic pieces can be. Only standard off-the-shelf Lego pieces were used, with no custom-made components.








Panama City - Panama (by Thibault Houspic)










Light effects



This is the tree tunnel from Game of Thrones in Northern Ireland.

[alexmcdonald] 29/5/2017 23:59

Broadcom (AVGO) results on Thursday 1st June so maybe some update will be announced then.

[mbhesms] 29/5/2017 15:54

Title: Brocade goes bye-bye: Out on a high note ahead of Broadcom slurp

Link:

Quote: IP Networking product revenues – 31 per cent of overall revenues – of $173m, including $71m of product revenue from Ruckus Wireless, was up 32 per cent year-over-year. This was partially offset by lower wired switch and router revenue, due in part to Broadcom's planned divestiture of Brocade's IP Networking business.

[freddie01] 29/5/2017 08:23

Poppy Vista 2 by kernowrules on Flickr.



She’s Looking At The Same Moon………Wherever She Is by Baab1 on Flickr.



IMG_4916 by Noam Mai on Flickr.



Kremlin






This stunning, former Bacardi Rum office building will now be the new home for the National Young Arts Foundation of Miami’s national headquarters.

The National Young Arts Foundation was established in 1981 by Lin and Ted Arison to identify and support the next generation of artists and to contribute to the cultural vitality of the nation by investing in the artistic development of talented young artists in the visual, literary, and performing arts.



Casa BACARDI Visitor Center, Cantaño, Puerto Rico



Bacardi Imports Tower, Miami, by Enrique Gutierrez (SACMAG of Puerto Rico) and Francisco Brennard, muralist, 1963. (Courtesy The Bacardi Archive)






Detroit: The Dream Is Now by Michel Arnaud



Inntel Hotel Amsterdam, The Netherlands



Amazing soccer pitch in Lofoten Islands, Norway



Matsumoto Castle, Japan

[freddie01] 28/5/2017 07:29

Aerial Abstracts Zack Seckler






Big Bend National Park is the largest protected area of Chihuahuan Desert in the United States. The Rio Grand forms a 1,255 mile border between the United States and Mexico. Photo by Inge Alamy




Moss Creek, Abbey Aldrich Rockefeller Gardens, Desert Island, Maine, US



Alaska



Luminous Leaves



Santa Catarina, Brazil



Ottawa, Canada



Dubrovnik, Croatia



Rainbow Falls, Watkins Glen, New York | by Adam Baker



Spider Rock by Petra S.

[freddie01] 27/5/2017 05:38

The Beauty of Night by Liam Wong

Liam Wong is an award-winning Art Director passionate about creating and designing meaningful aesthetics. Originally from Scotland, two years into his career he moved over three thousand miles from home into his current position (Graphic Design Director at Ubisoft Montréal); becoming the youngest director at the largest games development studio in the world.






Salzkammergut, Austria



Ljubljana, Slovenia



Parthenon, Athens, Greece



Crete, Greece



Innsbruck, Austria



Hallstatt, Austria



Machu Picchu, Peru



Milky Way over Lavaredo, Italy | ?? Luca Cruciani

[1carus] 26/5/2017 11:03

Thanks for the link.

[alexmcdonald] 26/5/2017 10:49

1carus - it is a 'no-brainer' because the Arris performance although down last quarter is basically on the up year on year plus with the imminent acquisition of Ruckus, the price is going to continue to rise.
I have recently started looking at Ruckus products and I am a bit excited. Have a look at their web-site within Brocade, which in turn is about to be acquired by Broadcom.

[1carus] 26/5/2017 00:15

Alex, strategy! I am a halfwit that just happened to buy into pic for all the wrong reasons.... after 2000 and partially because I saw it as a young man first time around and didn't act, missing the boat the first time. I could possibly see that stbs had a way to run despite all the cord cutting concerns. Blindly stuck with this share through the management and hard disc ups and downs. Bought a shed load of them at around 30p after 2008 I think to average down so that I might one day recover my losses. I have been extreemly lucky in timing my sells over the last 3 to 4 years, not quite selleng at the top but very close. My buy average is about 120 and my sell around 470.... so cant grumble. As for strategy... just held and bided my time. A lot of money tied up for a long time. Quad bagging almost... but over 12+ years... I suppose amazing compared to bank rates. Pure luck though!

As to your 28 dollar call , I doff my cap to you sir.

[alexmcdonald] 25/5/2017 18:23

1carus - I think your strategy is OK !!!! If you have time, then wait till July for 2nd quarter results

[freddie01] 25/5/2017 07:39

Tanjong Rhu - Singapore (by digitalpimp.)



Fuji Shibazakura Matsuri (Festival) Japan



Jacarandas in bloom, Pretoria, South Africa





Parador de Ronda












Flying Jeffrey Milstein