Tech / Media / Telecom
December 22, 2014 - Net Neutrality: Treating the Symptoms Rather than the Disease
December 1, 2014 - Twitter: Black and Blue, but Read All Over
November 19, 2014 - Quick Thoughts: Qualcomm Analyst Day - Hang On for a Bumpy Ride
November 13, 2014 - Quick Thoughts: Twitter Stops the Bleeding
November 10, 2014 - SaaS Revisited: Still Growing After All These Months
November 5, 2014 - Quick Thoughts: QCOM - Little Trouble in Big China
October 30, 2014 - TMT: Portfolio Update – Dreams, Comebacks, Skeptics and the Death Watch Redux
October 27, 2014 - Quick Thoughts: TWTR 3Q14 - It's Always Something
October 23, 2014 - Quick Thoughts: MSFT - Not Your Father's Microsoft
October 23, 2014 - Quick Thoughts: AMZN - OOPS! He Did it Again!
October 21, 2014 - Sensors: What's in YOUR Smartphone?
October 20, 2014 - Quick Thoughts: AAPL - Surprise! AAPL beats! (actually, not a surprise)
October 16, 2014 - Quick Thoughts: GOOG - Moonshots are Expensive
October 15, 2014 - Quick Thoughts: NFLX - One Strike is Not an Out
October 6, 2014 - Quick Thoughts: HPQ - Another 180 Degree Turn, But Still No Strategic Direction
October 3, 2014 - Consumer Data: It’s Not Just What You Have, It’s Also Knowing What to Do With It.
September 30, 2014 - Quick Thoughts: eBay - OK Carl, Just Don't Tell Us "I Told You So"
September 22, 2014 - Quick Thoughts: Apple Watch – All About the Benjamins
September 17, 2014 - Quick Thoughts: Apple’s growth is all about the iPhone
September 15, 2014 - Apple Pay: Friend (and Potential Foe) to the Payments Industry Status Quo
September 10, 2014 - Quick Thoughts: T-Mobile's Uncarrior 7.0 Takes Aim at VZ/T's Profits
September 9, 2014 - Quick Thoughts: Apple - Go Big or Go Home
August 19, 2014 - Infrastructure as a Service: The Race Won’t Go All the Way to the Bottom
July 24, 2014 - TMT: Portfolio Update – Sooner, or Later?
July 10, 2014 - Apple and Google: On Your Wrist and In Your Car
June 22, 2014 - US Telecom: Merger Mania! Telecom Bankers Rejoice!
June 9, 2014 - TMT: The Advertising Revolution Will NOT Be Televised
May 21, 2014 - TMT: “Culture Eats Strategy for Breakfast!”
May 8, 2014 - eBAY: Betting Big on the Future of Retail
April 15, 2014 - TMT: Don’t Rain on My IPO
March 26, 2014 - Facebook: Dream Until Your Dreams Come True
March 2, 2014 - SaaS: After the Levee Breaks – Competition in Software
February 6, 2014 - Google: King of the Kloud Krewe
January 22, 2014 - Apple: Is Apple the New Microsoft?
January 6, 2014 - TMT: 10 Predictions for 2014
December 11, 2013 - TMT: The Good, the Bad and the MEH
November 25, 2013 - TMT: How the Mighty Can Fall
November 3, 2013 - Twitter: Out of the Nest, Into the Sky
October 23, 2013 - Twitter: There’s Gold in Them Thar Tweets
October 8, 2013 - Twitter: How Tweet it is!
October 1, 2013 - Smartphones Today: Looking High and Low
September 18, 2013 - Mobile Payments: Incumbents versus Innovators (AUDIO)
September 9, 2013 - Mobile Payments: From Cards, to Smartphones and the Cloud
September 3, 2013 - TMT Portfolio Updates: Walking the Topline
August 1, 2013 – Mobile Devices: The PC-ification of the Smartphone
July 17, 2013: The War on TV Part IV: The Biggest Pipe Will NOT Win
July 2, 2013: The War on TV Part III – Reductio “Ad” Absurdum
June 19, 2013: The War on TV Part II - Streaming is Coming
June 12, 2013 - The War on TV: The Attack of the Boxes
May 21, 2013 - Data Center Spending: We Don’t Get Fooled Again!
May 1, 2013 - Qualcomm: Whadda We Gotta Do to Get Some Respect Around Here!
April 19, 2013 - TMT Portfolio Updates: The IPOs are Coming! The IPOs are Coming!
April 2, 2013 - US Wireless Carriers: The Barbarians are at the Gate
March 13, 2013 - Mobile Semiconductors: In Search of the One Chip Solution
March 4, 2013 - TMT: In the Year 2020 - 8 Things We Think
February 14, 2013 - Microsoft: No More Mister Softy!
January 30, 2013 - Amazon: In Jeff Bezos We Trust
January 16, 2013 - Facebook: Stuck in the Friend Zone
January 8, 2013 - Small Cap TMT: Time to Stop Feeding the Bear
December 26, 2012 - Large Cap TMT Valuation: It’s Never ALL in the Price
December 4, 2012 - Google: The Biggest Hammer in a World Full of Nails
November 19, 2012 - Apple: Can a Leopard Change its Spots?
October 25, 2012 - Storage: All Roads Lead to the Cloud
October 3, 2012 - Wireless Carriers: Will the iPhone5 or New Spectrum Revive Carrier Competition?
September 11, 2012 - TMT in 2Q12: Investing for a Three Platform World
August 21, 2012 - Social Networking: The Millennial Application Moves Out of its Parents’ Basement
July 30, 2012 - Cloud Data Centers: Bigger, Faster, Cheaper!
July 12, 2012 - Online Video: Objects in the Mirror May be Closer than they Appear
July 2, 2012 - Portable Devices: Parts is Parts
June 12, 2012 - TMT Paradigm Shift! Which Side are You On?
May 29, 2012 - Video Advertising: The Incredible Disappearing Audience
May 15, 2012 - The Internet Revolution: It’s Not Social OR Mobile, It’s Apps
April 26, 2012 - Cheap Tech Redux: Sifting Through the Bargain Bin Again
April 2, 2012 - Telecom Carriers: Why Aren’t These Cyclicals Cycling?
March 15, 2012 - Television Networks: Betwixt and Between a World of Change
March 5, 2012 - 4Q11 Earnings Update: Plenty of Runway for Cloud Leaders
February 13, 2012 - The Future of Video Advertising: Three-screens, #hashtags, and Streams
January 31, 2012 - Multichannel TV: What, Me Worry?
January 19, 2012 - Virtualization and the Cloud
January 9, 2012 - Enterprise IT: Send in the Clouds
December 16, 2011 - The Four Horsemen of the Internet
December 1, 2011 - TMT in 3Q11 - Temporary Flight to Value But New Paradigm Growth Apparent
November 17, 2011 - The Open Source Software Threat
October 31, 2011 - Mobile Processors: Here, There, and Everywhere
October 13, 2011 - TMT M&A: Fat Wallets and Attractive Targets
September 19, 2011 - Patent Wars!
September 7, 2011 - TMT in 2Q11: Debt Crisis Aftermath Leaves Value Opportunities in Growth Themes
August 24, 2011 - Mobile Platforms: Integrating Everything
July 13, 2011 - Online Payments: Cut Up Your Credit Cards!
June 22, 2011 - Mobile Devices: Flying in the Clouds
June 7, 2011 - Cheap Tech: A Guide for Cautious Bottom Fishing
May 20, 2011 - Large Cap TMT: The Curse of Great Expectations - Launching a Model Portfolio
May 11, 2011 - Small Cap TMT: Time for a Three Month Check Up
April 21, 2011 - Internet Everything: The Coming War for the Consumer
April 13, 2011 - Energy IT: Green is Good
March 23, 2011 - Enterprise IT and the Cloud
March 9, 2011 - 4G: Faster, Cheaper, Better
February 24, 2011 - Mobile Advertising: Check In, Then, Check Out
February 8, 2011 - Small Cap TMT: The Idiosyncratic Method
January 24, 2011 - Storage:Disrupt This!
January 6, 2011 - Online TV: A Cycle Ride to The Tipping Point
December 22, 2010 - Net Neutrality: The FCC Takes Over the Top Under its Wing
December 7, 2010 - Enterprise IT Spending: Worry About the Government
November 22, 2010 - 4G: The Cure for the Common Cord
November 1, 2010 - Streaming On-line, On-Demand Video: Over-the-Top, On the Way
October 18, 2010 - It’s Not Just Advertising … It’s New and Improved Advertising!
September 30, 2010 - Large Cap Tech: The Revolution Will Be Streamed
September 11, 2010 - The Internet Core: We Can Rebuild it – We Have the Technology
August 24, 2010 - Portable Devices: Smartphones, and Tablets and Netbooks, Oh My!
August 12, 2010 - Internet TV: Extreme Make Over – Industry Edition
July 28, 2010 - PCs: Raging at the Dying of the Light
July 15, 2010 - Clouds: Who Will Get the Silver Lining?
June 30, 2010 - Apple vs. Google: Handicapping the Coming Battle for TMT Supremacy
June 15, 2010 - The Coming LED Lighting Revolution
June 2, 2010 - Enterprise Software Giants on the Prowl: Sorting Out M&A Targets
May 18, 2010 - The FCC “Gets It” – Competition, Not Market Power, Drives Innovation and Investment
May 3, 2010 - The Big Future of E-Learning: Beyond a Countercyclical Bump and a Student Loan Scare
April 22, 2010 - Quick Thoughts: Lower Subsidies Will Delay Handset Recovery
April 20, 2010 - A Thousand Paper Cuts: The Future of Cable TV
April 5, 2010 - The National Broadband Plan: Windfall for Wireless, but Catastrophe for Carriers
March 16, 2010 - TMT: The Only Constant is Change [INITIATING COVERAGE OF TMT]