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  1. GSMA Initiative to Drive Global Adoption of Universal Profile for Rich Communications Services Gains Momentum

    GSMA Initiative to Drive Global Adoption of Universal Profile for Rich Communications Services Gains Momentum

  2. Tech and Telecom: M&A Heats Up, and the Cloud Changes the Landscape

    Mergers and acquisitions are ramping up (as are rumors), but with the sector slightly overvalued, we stick to fundamentals and seek firms with established economic moats.

  3. We Wouldn’t Bet on Dish Network, T-Mobile Merger

    We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.

  4. Tech and Telecom Sectors: Time to Be Selective

    Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.

  5. Friday Five: A Balanced View on Twitter, a Long View on Yum

    This week we raised our fair value for Twitter, maintained our fair value for Yum Brands in the wake of bad news, and sized up T-Mobile's newest suitor.

  6. The Friday Five

    Five stats from the market and the stories behind them. This week: A 3,000 euro limit in Cyprus, Buffett takes 10 million shares, and BlackBerry 10 hits a respectable 1 million units sold.

  7. Will They or Won't They?

    Policymakers and corporate leaders arrived at decision points this week.

  8. Pulling Back or Pushing Forward?

    We got news of both progress and backpedaling this week, reports Morningstar markets editor Jeremy Glaser.

  9. Orange Juiced by International Growth

    The carrier has changed its name from France Telecom to better demonstrate the global nature of its business.

  10. Our Outlook for Tech & Communication Services Stocks

    Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.

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