Archive for October, 2013

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Quick Thoughts: An Over the Top Christmas

–          AMZN will deliver a set-top-box for the Holidays, leveraging 10M+ Prime customers, a slick interface and content from other on-line partners –          AAPL updated its TV software, added content, and is expected to offer new hardware with a faster

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October 1, 2013 – Smartphones Today: Looking High and Low

All of the major smartphone players face big questions in 4Q. Media types gushed over the new iPhones and existing customers stood in line to buy them in record numbers, but by resolutely ignoring the global consumer’s preference for larger

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August Home Prices +12.4%

The most recent CoreLogic home price data (August) remains very constructive – +12.4% year over year and +0.9% sequentially when compared to July.  This marks the 7th consecutive month of double digit increases and the 18th consecutive month of positive

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