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Quick Thoughts: Apple Kicks the Can Down the Road

  –          Apple’s announced dividend and buyback plan barely slows the growth of its cash hoard –          Apple has never done a big acquisition and it is probably foolhardy for them to start now – they are easy to get

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Television Networks: Betwixt and Between a World of Change

  The cable era broke the domination of the broadcast networks, ushering choice to consumers and diluting audiences.  In the emerging online era, content creators, advertisers, and viewers are all gaining leverage over the traditional multichannel model, which puts an

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Quick Thoughts: A Busy 24 Hours in the Cloud

  –          The New iPad – Not a game changer, but the current game is a pretty good one for Apple –          Netflix looks to establish itself as the HBO of the on-line video era, but what if the on-line

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4Q11 Earnings Update: Plenty of Runway for Cloud Leaders

4Q11 results revealed continued strong growth for TMT companies that we believe are poised to lead a comprehensively disruptive shift to the cloud that could open hundreds of billions of dollars in new opportunity.  Nonetheless, valuation for these companies and

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Quick Thoughts: Apple Doomsayers – Way Too Early is the Same as Wrong

http://www.nytimes.com/2012/02/25/business/apple-confronts-the-law-of-large-numbers-common-sense.html?_r=1&scp=4&sq=apple&st=cse http://www.nytimes.com/2012/02/27/technology/apple-riding-high-but-for-how-long.html?pagewanted=2&_r=1&partner=rss&emc=rss   As Apple flirts with a $500B market cap, media attention seems to have shifted from speculation on what the company might do in the post-Jobs era to scouring the company’s foundation for cracks.  The New York Times

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Quick Thoughts: Comcast Gaining Speed but Runway is Short

–          Comcast’s 4Q11 results were strong, driven by rising pricing and increasing penetration of high speed internet service, and economic recovery, election year ad spending and the summer Olympics could fuel further momentum in 2012. –          However, deceleration in video

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The Future of Video Advertising: Three-Screens, #hashtags, and Streams

  The 2012 Super Bowl may have been a turning point for leading edge advertisers in embracing hybrid campaigns across multiple screens and media.  However, the balance of the market still tilts toward traditional TV ads, partly because the analytical

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Quick Thoughts: And You Thought Amazon and Google Didn’t Care About Investors

  –          Facebook S1 reveals sales a bit lighter than many thought, but very strong margins –          The addressable market could be huge IF Facebook decides to go after it –          Zuckerberg’s letter reveals his indifference to short term profitability

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Quick Thoughts: Amazon Still Don’t Care About Your Quarterly Results

–          34% organic growth for a $48B retailer in this economy is objectively strong, even if it is short of analyst guesses –          Amazon (and Google and Facebook and Apple) are playing for multi-trillion dollar markets –          The long term

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Multichannel TV: What, Me Worry?

Most multichannel TV forecasts assume a stable industry model facing incremental changes that will play out over many years.  We believe that assumptions for robust ARPU gains, higher ad sales, and a stable subscriber base are unrealistic, given high current

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