– 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
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
– 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
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
– 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,
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
