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Quick Thoughts: Amazon’s Fire Phone May Need a Bit More Kindling

–          The Fire Phone is a bit underwhelming – weak specs, pricey, gimmicky and exclusive to T. AMZN can push it hard, but few users are likely to be moved to replace their iPhones or Androids. –          The upfront price

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Quick Thoughts: Priceline buys OpenTable, puts International and Mobile Growth on Steroids

–          PCLN’s cash acquisition of OPEN for $2.6B should deliver clear synergies for expanding OPEN into international markets and bundling mobile services with other PCLN properties –          PCLN has the resources to stimulate growth and could also lever OPEN’s reservation

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June 9, 2014 – TMT: The Advertising Revolution Will NOT Be Televised

TMT: The Advertising Revolution Will NOT Be Televised Since the 2010 recovery, US TV ad spending, adjusted for Olympic/campaign bumps in 2010 and 2012, has been decelerating. The price of a primetime spot has steadily declined, offset by increasing the

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Quick Thoughts: Apple is all about the Devs

–        Unlike past years, WWDC ‘14 had no new hardware, just updates to OS X and iOS that filled competitive holes, tightened cross-platform integration, and added support for developers. –        The anticipated HealthKit and HomeKit features of iOS8 allow 3rd

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Quick Thoughts: TMT heavyweights weigh in at #CodeCon

Quick Thoughts: TMT heavyweights weigh in at #CodeCon The inaugural CodeCon conference featured big hitters from MSFT, GOOG, AAPL, QCOM, INTC, CMCSA, NFLX, S, CRM, WDAY, TWTR, and WMT, often with real news to announce MSFT’s real time translation, GOOG’s

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Quick Thoughts: The Problem isn’t Net Neutrality, It’s Monopoly Power

–          Arguments around “net neutrality” are missing the point – in a competitive market for broadband, consumers and content providers wouldn’t need protection from regulators –          Cable modem is the ONLY broadband service fast enough for NFLX in 60% of

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Quick Thoughts: A Happy Summer for AAPL Investors, but Winter is Coming

–          This year’s WWDC rumors are kinda meh – a connected home app, “Healthbook”, a minor iOS update, and a significant OS X release – no iPhone6, no iWatch, no new AppleTV box. –          A Beats deal could be announced

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Quick Thoughts: Tesla – Green Performance with No Compromises

–          Elon Musk expects TSLA to leapfrog the $2T auto industry by offering electric vehicles without performance compromises and radically revamped sales and customer service experiences. –          TSLA’s strategy – starting with the high performance segment, investing in a charging

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May 21, 2014 – TMT: “Culture Eats Strategy for Breakfast!”

TMT: “Culture Eats Strategy for Breakfast!” Culture matters. It biases a company’s world-view, it shapes institutional skill sets, and dictates management decisions. When it is aligned with a company’s strategy and the opportunities created by the market, it is a

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Quick Thoughts: AT&T makes its TV move

–          T’s DTV deal is old paradigm thinking in the long term, but adds near term upselling opportunities for existing subs, leverage w/ content nets, and an intriguing LatAm play. –          “Triple Play” may be played out – the DTV

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