Archive for January, 2013

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Quick Thoughts: High Speed Leapfrog

–          QCOM CEO Paul Jacobs announced the Snapdragon 600 and 800 mobile processors during his keynote at CES 2013, leapfrogging rival Nvidia less than 24 hours after its Tegra4 announcement. –          These system-on-a-chip (SoC) solutions will power devices available within

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January 8, 2012 – Small Cap TMT: Time to Stop Feeding the Bear

Small cap investing in TMT has been a bear.  Since launching our small cap model portfolio 2 years ago, the TMT components of the small cap S&P600 have underperformed the tech components of the S&P500 by 640 basis points, while

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Quick Thoughts: Parsing the Apple Chatter

–          Early data suggests a strong Holiday season for Apple, but Android tablets likely took share from the iPad and smartphone market forecasts suggest Android outgrowing iOS for 2013. –          Rumors are flying of an early iPhone update – evidence

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Slower Growth – Harder Decisions

There appears to be reasonable consensus that the “cliff” bargain struck on New Year’s day, does not provide the resolution needed to take the uncertainty out of the minds of US corporate managements, and it constrains growth prospects in the

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