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Quick Thoughts: GOOG and MSFT Hit a Speed Bump

  –          GOOG and MSFT missed 2Q after beating 1Q, triggering a pull back, but more indicative of short-term issues than a change to their long term potential –          Google sales were strong – up 22% YoY adjusting for currency.

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July 17, 2013 – War on TV Part IV: The Biggest Pipe Will NOT Win

The first 3 parts of our “War on TV” series looked at how consumer electronics innovation, improving on-line content, and ad budget shifts are catalyzing a migration of viewers and revenues from TV. As the self-reinforcing cycle of viewers to

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Quick Thoughts: At Microsoft, Structure Follows Strategy

  –          MSFT’s well-conceived reorganization focuses resources toward opportunities in the cloud, SaaS applications, the Windows platform, and the consumer market while streamlining decision making. –          This formalizes a clear shift in strategic priorities, reiterating the importance of Office365 and

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July 2, 2013: The War on TV Part III – Reductio “Ad” Absurdum

War on TV Part III: Reductio “Ad” Absurdum As we have written in “War on TV” parts I and II, the next generation of consumer electronics will make it much, much easier for viewers to find and watch increasingly compelling

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Quick Thoughts: Next Gen TV – This Looks Like a Job for … Intel?

–          Intel’s audacious TV play aims to redefine the living room TV experience but carries massive execution risks with a very poor track record on its previous diversification initiatives –          The plan is to deliver a next-gen set-top with a

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June 19, 2013: The War on TV Part II – Streaming is Coming

  War on TV Part II: Streaming is Coming As we wrote last week, new devices are challenging for control of TV “Input 1”, aiming to put streaming on even footing vs. cable. However, even at a disadvantage, streamers are

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Quick Thoughts: More Shots Fired in the Battle of the Living Room

  –          Gamer perspective – PS4 beats Xbox One on its lower price point, used game leniency, and unconnected gaming support – but MSFT is delivering real innovation, going beyond gaming. –          The new Kinect is a HUGE leap forward

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June 12, 2013: The War on TV – The Attack of the Boxes

New devices are stepping in front of TV set-top-boxes, wresting platform control of the living room from multichannel operators. The latest, MSFT’s Xbox One, raises the bar, delivering a powerful voice/gesture driven interface that puts on-line content on equal footing

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Quick Thoughts: Apple and Microsoft – “Not much to See Here, Please Move Along”

–          iOS 7 will look a lot cooler, but the functional improvements are pretty incremental. New devices will wait til fall, but nothing today suggests a game changer is coming. –          Apple’s default apps got some love – Mail, Safari,

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May 23, 2013 – Quick Thoughts: Xbox One Delivers on Steve Jobs Vision of TV Future

–          Xbox One is the FIRST real next generation TV solution, trumping Apple, Google, Sony and others by leveraging a gaming legacy, rich content partnerships, and groundbreaking interface technology. –          The Xbox360 was already the #1 streaming TV solution, with

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