Subscribers: Gopalan Appointment to Deutsche Telekom Board Already Reported
Industry Leaders Found xRAN.org to Promote Next Generation Radio Access Network Architecture and Standards
Cellular LPWAN IoT Market (2016-2021) - Key Vendors are Deutsche Telekom , Orange & SK Telecom - Research and Markets
OpenStack® Newton Release Advances One Cloud Platform for Virtualization, Bare Metal and Containers
AppDirect and SoftBank Commerce and Service Corp. Partner to Empower Cloud Service Resellers Across Japan
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.
We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
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.
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.