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Quick Thoughts: Facebook’s Annual January “Surprise” Announcement

– Facebook shares are up 22% YTD, with 10% coming since last week’s invitation to Tuesday’s mystery event.  Speculation is rampant, amongst expectations that 4Q will build on the strong 3Q. – Some rumors are almost certainly fantasy – an

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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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December 26, 2012 – Large Cap TMT Valuation: It’s Never ALL in the Price

Large Cap TMT Valuation: It’s Never ALL in the Price Valuation is a double edged sword in TMT.  Stocks prices that imply growth and/or profitability below expectations, may be undervalued, but may also portend disappointments and revisions.  These risks are

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Quick Thoughts: In Search of The Legendary Apple Television Set

–          After 2 years of speculation, we are still waiting for the mythical Apple iTV.  Recent comments by CEO Cook and reports of tests with Asian suppliers, have proponents pounding the table again. –          However, revolutionizing TV with easy to

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Quick Thoughts: Mixed Media – Conflicting CEO Conference Comments

–          Last week, cable and media CEOs presented conflicting views of a TV business threatened by on-line alternatives, evidence that assertions of industry solidarity are wishful thinking. –          Glenn Britt of Time Warner Cable expects to cut poorly rated channels

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December 4, 2012 – Google: The Biggest Hammer in a World Full of Nails

Above all, Google is a data processing company.  Early on, its founders realized that traditional IT was inadequate for indexing the internet, and committed to radically re-engineering data center technology.  Today, Google operates the biggest, fastest, most efficient, distributed data

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Quick Thoughts: It’s a Smartphone and Tablet Festivus!

–        I turn the blog over to my associate (and certified gadget geek) Artur for a pre-black Friday/Cyber Monday technology shopping guide. –        Android and Windows smartphones offer compelling alternatives to iPhone for a lower price point and more functionality,

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November 19, 2012 – Apple: Can a Leopard Change its Spots?

Apple is at a crossroads.  After dominating the first decade of the millennium, the revolution that Apple started is shifting against it.  The iPhone, with its single annual update and super premium price, has been run down from behind by

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