Category Archive for "TMT"

Home »

Quick Thoughts: Softbank, Sprint and Clearwire – Menage a Trois?

–          A Softbank-Sprint-Clearwire combo makes sense for all parties involved, and could be a real competitive threat, particularly if more low frequency spectrum can be added later. –          Clearwire plans a TD-LTE network, the same technology used for Softbank’s 76Mbps

Read More

Quick Thoughts: T-Mobile and MetroPCS Make a Beautiful Couple

–          Despite different technologies for 2G/3G, T-Mobile is a much better fit for MetroPCS than most analysts assume, offering far more synergies than would Sprint. –          In particular, the two companies have complimentary spectrum, concentrated into two common bands with

Read More

Wireless Carriers: Will the iPhone5 or New Spectrum Revive Carrier Competition?

The 2007 introduction of the iPhone changed wireless competition, stymieing carrier ambitions of AOL-like walled gardens and setting the subsidy bar much, much higher.  For AT&T, the exclusive deal with Apple was worth it for the big market share gains

Read More

Quick Thoughts: Is Apple’s Head in the Clouds? It Probably Should Be.

–          The center of gravity for the smartphone user experience is shifting from the device into the cloud, integrating platforms across multiple devices and tapping the resources of web-based data centers. –          Maps are a critical element of this, with

Read More

Quick Thoughts: The New Microsoft – Taking Care of Business

–          Microsoft has a big 4Q12 ahead with the launch of smartphones, tablets and computers featuring Windows 8 and Windows Phone 8 (WP8) sure to draw critical scrutiny from the media and investors. –          Device announcements from Nokia, HTC and

Read More

Quick Thoughts: Shocker! Apple Introduces the iPhone 5

Despite Tim Cook’s vow to keep a lid on product leaks, the iPhone 5 was, perhaps, the least surprising Apple product announcement in recent memory. Upgrade demand will be off the hook – iPhone users have waited a year for

Read More

TMT in 2Q12: Investing for a Three Platform World

In the three months since our last portfolio update, Apple and Google shares have risen more than 18% apiece, while the third and least established platform player Microsoft yo-yoed up and down before ending on a relative high note, up

Read More

Quick Thoughts: Amazon, Motorola, and Nokia – Fighting the Unbeatable Foe

–          Nokia’s new Lumia Windows phones offer subtle, differentiated advantages that could drive real share gains if marketed properly – a big if, given recent history. –          Motorola’s new RAZR’s are spec sheet monsters that offer real competition for the

Read More

Quick Thoughts: The Problem with Software Patents

– Apple had every advantage in its case against Samsung, but the value of the verdict will likely erode over time as the appeals process plays out. – The patent system is based on rules set in 1952 and is

Read More

Quick Thoughts: Samsung Takes a Beating in the First Round of a Long Fight

–          In a shockingly fast decision, the San Jose jury found that Samsung had willfully infringed 6 of Apple’s patents in 14 of its older products and awarded more than $1B in damages. –          Judge Koh will next rule on

Read More
test