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Apple Off The Hook: Has FBI Battle Been Good Or Bad For Stock?

Apple ( AAPL ) is now off the hook for helping the FBI hack into the San Bernardino terrorist’s iPhone, after the feds dropped their case late Monday. But a lot of questions remain unanswered. We don’t officially know the third party used to hack the phone, or its method. We also don’t know what information it was able to recover. One thing’s for sure: The hotly debated Apple-FBI battle has raised questions about smartphone encryption and privacy. As far as how Apple’s stock has reacted to all of this, the share price has risen about 13% since news of the case broke on Feb. 16 — but it had the help of a rally from the major indexes. Shares have been more or less in a standstill since March 16, even with new products from the consumer tech giant unveiled last week, as they try to find support around the 105 price level. The stock is rising 1.4% in above-average trade today, on track to break a three-session losing streak. Apple is up nearly 16% from its January low, but is still 20% below its all-time high of 134.54 reached last April. Silicon Valley heavyweights including Alphabet ( GOOGL )-owned Google, Facebook ( FB ), Microsoft ( MSFT ) and Amazon ( AMZN ) all backed Apple in the case, signaling that they too may put up a fight in future encryption cases. Facebook was up 1.1% Tuesday and Microsoft rallied 1.2%. Amazon gained 1.2% and Alphabet added 0.5%. Image provided by Shutterstock .

Augmented Reality Could Be The Next Big Leap For Personal Computing

Major tech companies like Alphabet ( GOOGL ) and Microsoft ( MSFT ) believe the next leap forward in personal computing could be augmented reality glasses, with Microsoft set to usher in the new era on Wednesday. Computerized glasses that overlay information onto a wearer’s field of vision could replace having to glance at smartphones, tablets and PCs for many applications. Some futurists say augmented reality glasses — as opposed to virtual reality — could one day replace smartphones. With AR computer headsets like Microsoft’s HoloLens, users can get visual and audio instructions from remote experts for tasks such as electrical and plumbing repairs. Such glasses can also give people on-screen navigation and directions, deliver alerts and messages, and assist in identifying objects and locations. Commercial applications are expected to be early drivers of augmented reality — aka mixed reality — applications. Many field service, warehouse and maintenance workers could benefit from hands-free smartglasses technology that can be operated by voice commands, gestures or eye movements. “AR will have a profound impact, particularly on how we do a lot of jobs and how a lot of business gets done,” Tom Mainelli, an analyst with market research firm IDC, told IBD. “But it’s very early days.” With the  developer launch of Microsoft’s HoloLens on Wedneseday, augmented reality could be starting another hype cycle, Mainelli said. The last hype cycle around AR crashed a few years ago when Alphabet’s Google Glass sputtered during its development. That early version of Google Glass was more of a head-up information display than a true augmented reality headset. It had an eye-level display, forward-looking camera, wireless connectivity and microphone for voice commands. By contrast, Microsoft HoloLens projects images and visual information onto the lenses of its special glasses in the wearer’s field of view. The HoloLens headset also is packed with sensors for integrating the real world with computer data. Microsoft is at first focusing on commercial applications for HoloLens. First out is the Development Edition of HoloLens, which costs $3,000 and is targeted to software developers and enterprises. Microsoft estimates it could take another five years for a consumer version to hit the market. “There is going to be a lot of business use cases for augmented reality before it comes to the consumer market,” Brian Blau, an analyst with research firm Gartner, told IBD. Augmented reality glasses are likely to find early use in service industries, logistics, health care, education and design, analysts say. Confusing matters is the fact that many research firms like to combine augmented reality with virtual reality in their market projections. While both technologies feature wearable displays, VR is an immersive experience that blocks out your surroundings and AR uses see-through displays for adding digital data to the real world. Virtual reality is coming to market sooner,  Facebook ’s ( FB ) Oculus Rift starting to ship on Monday and Sony ’s ( SNE ) PlayStation VR expected to launch in Q3 or Q4. Both products, for now, are focused on video games and surround entertainment. Revenue Of … $120 Billion By  2020? Augmented reality is about accessing information and making people more productive. In January, Digi-Capital forecast that AR/VR revenue could hit $120 billion by 2020, with AR grabbing about $90 billion and VR at $30 billion, up from practically nothing last year. Besides Alphabet and Microsoft, other companies developing augmented reality technologies include Atheer, Daqri, Canon, Magic Leap, Meta, Osterhout Design Group, Seiko Epson and Vuzix ( VUZI ). Other companies said to be investing in AR include Apple ( AAPL ), Facebook, Samsung and Snapchat. Apple is likely looking at augmented reality glasses as an eventual replacement for the smartphones, Piper Jaffray analyst Gene Munster said in research report last week. He predicts Apple will come out with “mixed reality” glasses in the 2021-2025 time frame. “We believe 10 years from now, Generation Z will find reality inefficient,” he said. “Being accustomed to having instant information from smartphones and other devices, Generation Z will see the benefits of mixed reality headsets that augment the world with real-time information as they need it and in their field of view, without needing to look at one piece of information at a time on a smartphone.” For AR headsets to go mainstream, they’ll need to be much smaller and less expensive, analysts say. The experience also will need to improve, with refinements to speed, field of view and resolution. Augmented reality will be in the development stage for the next few years, Mainelli said. AR headsets will ship in small volumes to developers and for proof-of-concept projects, he said. “It will take a couple of years before we start seeing meaningful volumes,” he said. “And even then these will be expensive devices, which is why it will be a commercial play first.”

Oracle Seeks $9.3 Bil From Google Over Java Use; Trial Nears

Oracle ( ORCL ) stock slipped nearly 1% and Alphabet ( GOOGL ) stalled flat following a report that Oracle will seek as much as $9.3 billion in damages from Google Android’s use of Oracle’s iconic Java software. Oracle sued six years ago, before Google restructured into Alphabet, and is preparing for a second trial to start May 9 , according to an IDG News Service report. When it first went to trial in 2012, Android was said to be the world’s largest mobile operating system, with more than 300 million users. Today, it has more than 1.4 billion active accounts. In the first trial, the jury found that Google had used Oracle’s Java code for mobile Android but struggled over Google’s claim to limited “fair use” of Oracle’s code. “The core issue is whether the APIs (application programming interfaces) here are copyrightable, and that’s for the court to decide,” Jim Prosser, Google’s global communications manager at the time, told IBD in May 2012. “We expect to prevail on this issue and Oracle’s other claims.” Later that month, the jury ruled in favor of Google over the “fair use” question. An appellate court overruled the decision, and the U.S. Supreme Court declined to hear Google’s last appeal, essentially sending the case back to the trial court. Oracle presented the new damage total in court filings, according to IDG reports Monday, which also said that Google may have put a $100 million cap on some damages, according to an Oracle filing. Oracle fell 0.9% to 40.62 in the stock market today , 10% off a five-month June 16 high of 45.24 and 3% off a March 21 peak at 42. Google parent Alphabet closed down 0.2% to 753.28 Monday, just 7% off its Feb. 2 all-time record high of 810.35. Oracle and Google spokespeople could not immediately be reached for comment.