Category Archive for "TMT"

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August 3, 2016 – MSFT: An AI-powered Vision for the Future of Enterprise Computing

MSFT’s strength in AI is a considerable weapon as it pursues its 3-part strategy, working from the cloud out and pointing the company toward becoming the dominant force in driving enterprise productivity. 1. Reinvent productivity and business processes – With

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QCOM: Finally at the Inflection Point

QCOM suffered mightily over the past 2 years, as a Chinese anti-trust case emboldened manufacturers there to refuse demands for royalty payments and turn to alternative chip suppliers. This was compounded by the company botching the transition to 64bit smartphone

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TMT: 2Q16 Earnings Season Preview

2Q16 earning season is upon us, and the basic themes that we called out at the beginning of the year continue to play out – strong US advertising, the continued e-commerce assault on retail, maturing global device markets, a faster

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AI Assistants: The Next User Interface Paradigm

AI powered virtual assistants are poised to replace the “App” paradigm as the primary user interface for electronic devices and the internet. The capabilities of these products will improve dramatically with developments in deep learning technology that will come in

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AI: Where the Brains Are

AI will catalyze sea change in TMT, effecting nearly every existing consumer and business application and enabling a host of new ones that could remake entire industries (http://ssrllc.com/publication/a-deep-learning-primer-the-reality-may-exceed-the-hype/). Talent – scientists with the intellect, skills, and experience needed to design

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Quick Thoughts: MSFT-LNKD Big Obvious Synergies, Watch Out CRM

MSFT is acquiring LNKD for $26B. We see substantial upside to the deal.

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Hyperscale Hardware: Components for the AI Cloud

Hyperscale Hardware: Components for the AI Cloud As the TMT world moves resolutely into the AI/cloud era, investment in hyperscale data centers is surging, while spending on private enterprise data centers has begun an inevitable decline. Hyperscale architecture differs from

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A Deep Learning Primer – The Reality May Exceed the Hype

A Deep Learning Primer – The Reality May Exceed the Hype Deep learning based AI will drive the next phase of disruption for TMT. Leveraging hyperscale data centers and ubiquitous mobile devices, AI systems that allow computers to interpret ambiguous

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TMT: 1Q16 Earnings – It Ain’t 2014 Anymore

1Q16 earning season confirmed several business trends. Ad driven businesses showed strong. Smartphone and PC sales were weak. The enterprise migration to the cloud continued apace, while traditional IT suppliers struggled. AMZN sharply accelerated its e-commerce sales in a tough

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TMT: Hot Politics, Slumping Devices, Online Shopping, and a Weaker Dollar

YTD TMT performance has been driven by the old guard – names like IBM, ORCL, HPQ, INTC, CMCSA, CBS, T and VZ are all up double digits. Meanwhile, FANGs and their ilk (FB excepted) have largely underperformed. What lies ahead

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