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Quick Thoughts: AMZN and GOOG – Looking for Some Investor Love

–       AMZN jumped nearly 9% after hours after turning in a surprise $0.45/share profit, while GOOG held serve on a nominal miss caused by a 4% YoY FX hit and a few one-time items. –       AMZN was typically cryptic, but

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Quick Thoughts: FB and QCOM – Beat, Guide and Drop

–       FB and QCOM both beat consensus expectations for Dec Q sales and EPS handily, however rising costs at FB and skittish guidance from QCOM sent both stocks down after hours, QCOM sharply so –       QCOM lost some SoC business

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Quick Thoughts: AAPL – Awesome! Epic! When Should We Sell?

–     AAPL sold 74.4M iPhones in its 1QF15, up 46% YoY and nearly 10M above consensus – with an ASP of $687, up 7.8% YoY – driving sales of $74.6B and EPS of $3.06, both WAY above expectations –     The

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Quick Thoughts: MSFT – Moving Quickly to the Cloud

– MSFT’s 2QF15 beat on both the top and bottom lines. Adjusting for one-time items, EPS was $0.77 ahead of the $0.71 consensus, and sales of $26.47B edged expectations on 7.9% YoY growth. – Businesses central to the “mobile first,

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Quick Thoughts: MSFT – Mobile First, Cloud First, CHECK!

–     MSFT revealed details on Windows 10 – tight integration btw phones, PCs and Xbox; free upgrade for Windows 7 & 8 users; traditional look but modern functionality; a powerful new browser, etc. –     Free upgrade will drive fast adoption,

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Quick Thoughts: NFLX – What a Difference a Quarter Makes

–     NFLX bounced back from its 3Q14 drubbing to surprise in 4Q with 4.33M new subs and EPS of $0.72, both well above guidance and consensus expectations. Shares traded up 14% after hours. –     Original programming is paying off big

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Ten Investible Things That We Think Will Happen in 2015

2014 was a relatively quiet year in TMT, with the BABA IPO and the iPhone6 arguably the biggest events for investors. Our 2014 new year’s predictions were more on target than not, with calls for Samsung’s smartphone woes, IP litigation

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Net Neutrality: Treating the Symptoms Rather than the Disease

The debate on net neutrality is poised to intensify as the FCC considers the President’s request to regulate broadband as Title II common carriage and as it evaluates CMCSA’s proposed merger with TWC. We see merit on both sides of

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Twitter: Black and Blue, but Read All Over

Twitter: Black and Blue, but Read All Over For the past year, TWTR has been whipsawed on the volatility of its monthly active user growth and the revolving door of the company’s management ranks. While many investors are skeptical, the

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Quick Thoughts: Qualcomm Analyst Day – Hang On for a Bumpy Ride

–       China is a double-edged sword for QCOM – regulators and scofflaws plague QTL, while QCT is successfully competing for Snapdragon and baseband business. –       Projected device ASP erosion of 9-10% will hit royalties, but will be offset by chipset

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