1.) They appear to have a compelling case.
2.) Again, the BIG picture, if the Judge in the Epic vs Apple court case ALSO gets wind of this one, Apple's App Store position has been weakened !
When the Epic court case ended, I would have said Epic had a 10-15% chance of winning out-right, & that there is a 40% chance OR so that the Judge would find some middle ground solution.
Now, chances of that middle ground solution might be as high as 80% !
Since the ruling could come as late as mid-August, that number might go to 100% over the next few weeks OR months !
It may be in Apple's best interest to immediately become pro-active, & define that middle-ground solution BEFORE the Judge does !
If full-blown third-party App Stores become allowed, Apple's stock will take a 1/3 hit !
2.) Again, the BIG picture, if the Judge in the Epic vs Apple court case ALSO gets wind of this one, Apple's App Store position has been weakened !
When the Epic court case ended, I would have said Epic had a 10-15% chance of winning out-right, & that there is a 40% chance OR so that the Judge would find some middle ground solution.
Now, chances of that middle ground solution might be as high as 80% !
Since the ruling could come as late as mid-August, that number might go to 100% over the next few weeks OR months !
It may be in Apple's best interest to immediately become pro-active, & define that middle-ground solution BEFORE the Judge does !
If full-blown third-party App Stores become allowed, Apple's stock will take a 1/3 hit !