Author Archive

– 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

–          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

–          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

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

–          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

–          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

–        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,