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Quick Thoughts: More Shots Fired in the Battle of the Living Room

  –          Gamer perspective – PS4 beats Xbox One on its lower price point, used game leniency, and unconnected gaming support – but MSFT is delivering real innovation, going beyond gaming. –          The new Kinect is a HUGE leap forward

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May 23, 2013 – Quick Thoughts: Xbox One Delivers on Steve Jobs Vision of TV Future

–          Xbox One is the FIRST real next generation TV solution, trumping Apple, Google, Sony and others by leveraging a gaming legacy, rich content partnerships, and groundbreaking interface technology. –          The Xbox360 was already the #1 streaming TV solution, with

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May 21, 2013 – Data Center Spending: We Don’t Get Fooled Again!

The data center virtualization cycle that drove enterprise spending over the past decade has peaked. IT managers are now looking to a future where many of their applications will be handled by web-scale distributed cloud data centers with dramatic cost

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Quick Thoughts: Google I/O – Winning the Cloud

–          Unlike last year’s Jelly Bean intro, Nexus 7 launch and Glass skydiving extravaganza, Google I/O 13 had no single OMG moment and introduced no major new product categories. –          The 3 ½ hour key note reeled off more than

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May 1, 2013 – Qualcomm: Whadda We Gotta Do to Get Some Respect Around Here!

Consensus expects Qualcomm’s sales and earnings growth to sharply decelerate, with investors even more skeptical, worried that the company’s lucrative IPR licensing business will slow with cheaper phones and royalty rate challenges. We disagree. QCOM’s addressable market will grow with

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April 22, 2013: Quick Thoughts: Apple – Downward Revisions Ahead, Wait for Capitulation

–          Current sentiment for Apple’s FY 2Q13 is horrible – consensus EPS is down 15% over the last 90 days and Cirrus’s warning drove shares back below $400, off nearly 25% over the same time frame. –          Consensus says Apple

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April 19, 2013 – TMT Portfolio Updates: The IPOs are Coming! The IPOs are Coming!

The TMT IPO market has been dead since the 2008 financial crisis. Facebook was supposed to make it safe for the dozens of increasingly valuable private TMT companies to come public, but botched execution made the FB IPO an impediment

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Quick Thoughts: @%!&* Aereo! The Networks Throw a Temper Tantrum

–          Fox and Univision are threatening to stop over-the-air broadcasts in the wake of an Appeals Court ruling in favor of Aereo’s clever system for delivering the signals to consumers over the web. –          The threats are empty, given contractual

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Quick Thoughts: Facebook’s Home Invasion, Twitter deals “Cards”

–          Facebook Home subverts Google’s control over Android, replacing the lock and home screens with Facebook content and unifying device messaging under the always-on “Chat Heads” app. –          Home is a very clever way to jump in front of Google,

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Quick Thoughts: Galaxy S4 – All That and a Bag of Chips?

–          Samsung announced its hotly anticipated Galaxy S4 with a Radio City Music Hall extravaganza that emphasized a laundry list of new bells and whistles for its TouchWiz Android skin. –          The S4 hardware pushes processor performance, screen resolution, and

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