Category Archive for "TMT"

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Quick Thoughts: Well Done Cisco! But the Problem is Still Out There

–          Cisco is out executing its competitors, taking share in most categories to deliver growth in tough conditions, while cutting costs and expenses to sustain strong margins. –          However, the comprehensive paradigm shift underway in TMT does not play to

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Quick Thoughts: Thermonuclear War – The Only Winning Move is Not to Play

–          Mobile device innovation moves faster than due process on patent litigation, leaving plaintiffs to play “Whac-A-Mole” as defendants appeal verdicts and design around infringement. –          Apple’s global settlement with HTC is an abrupt about face from previous policy and

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Quick Thoughts: Television in 3Q – A Step on the Long Road to Nowhere

–          Weak ad spending, growing on-line audience and aggressive U-verse expansion are negatives for cable and TV businesses heading into 2013 – cord cutting will be a later stage development. –          3Q non-Olympic ad revenue was disappointing despite big political

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Quick Thoughts: To Build or Not to Build, Telecom Competition Heats Up

– In the wake of T-Mobile/MetroPCS and Sprint/Softbank, new moves from AT&T and Sprint portend heightened rivalry that could threaten industry and cash flow and dividends. – AT&T plans to boost CAPEX by $14B over the next 3 years, accelerating

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Quick Thoughts: Begun, The Tablet War Has!

–          Apple, Google, and Microsoft are dreaming of a tablet Xmas, with differentiated products aimed at an increasingly segmented market. –          Google is using thin margins and engineering triage to undercut Apple from iPhone to iPad by 20-50% with Nexus

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Quick Thoughts: If Netflix Builds It, Will They Come?

–          Netflix’s 3Q story of negative cash flow and decelerating sub growth is troubling given the leverage of content owners and potential rivals like HBO, Amazon, Google, and Apple on the horizon. –          If Netflix is to re-establish a growth

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Storage: All Roads Lead to the Cloud

The massive paradigm shift in the TMT landscape has profound implications for data storage and the companies involved in storage technologies.  Web-based applications for both consumers and enterprises are driving a rapid expansion in data.  At the same time, the

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Quick Thoughts: Apple – Will Product Line Expansion and Shorter Cycles Mean Lower Margins?

–          Apple’s announcements today accelerate its annual product upgrade cadence, keeping better pace with the state of the art, but risking margins with a narrower window to amortize development costs. –          The iPad Mini was widely leaked, but there were

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Quick Thoughts: Google and Microsoft – Does 3Q12 Really Matter?

–          Google and Microsoft both whiffed on 3Q12 but the results say little about either firm’s ability to deliver against longer term opportunities – both are positioned to win in the new emerging paradigm. –          Google pulled an IBM and

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Quick Thoughts: IBM and Intel, Canaries in the Coal Mine

–          IBM and Intel blamed weak Q3 sales and forward guidance on the obviously troubling macro environment, but a closer look shows evidence of the seismic paradigm shift underway in TMT –          IBM wants to hang its 5% YoY revenue

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