Archive for November, 2012

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Quick Thoughts: To Build or Not to Build, Telecom Competition Heats Up

– In the wake of T-Mobile/MetroPCS and Sprint/Softbank, new moves from AT&T and Sprint portend heightened rivalry that could threaten industry and cash flow and dividends. – AT&T plans to boost CAPEX by $14B over the next 3 years, accelerating

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Slower Growth – Companies talking the talk; will they walk the walk?

Today we have published our regular monthly Industrials round-up.  In that piece we referenced briefly the earnings season so far and one particular point of interest. The tone of the guidance and the discussion around the third quarter point to

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Quick Thoughts: Begun, The Tablet War Has!

–          Apple, Google, and Microsoft are dreaming of a tablet Xmas, with differentiated products aimed at an increasingly segmented market. –          Google is using thin margins and engineering triage to undercut Apple from iPhone to iPad by 20-50% with Nexus

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