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Technology

21 Sep 2016

Sprint (S) at Goldman Sachs Conference 2016 Notes

by Remy Gill | posted in: Notes, Technology | 0

Every employee has been given equity based incentive, that triggers only if the stock price reaches $8 “Every single employee — over 30,000 employees, we did 30,000 grants. So every single employee has the exact copy of what I — … Continued

S, Sprint, Tech, Telecommunications
15 Sep 2016

Verizon Communications (VZ) at Bank of America Merril Lynch 2016 Notes

by Remy Gill | posted in: Notes, Technology | 0

VZ’s plan for AOL and Yahoo is to create a consumer brand company, in contrast to Facebook and Google’s emphasis on social Yes, I would say just again super high level is, there is two strategies that it won’t work. … Continued

Tech, Telecommunications, Verizon Communications, VZ
15 Sep 2016

Microsoft (MSFT) at Deutsche Bank Notes

by Remy Gill | posted in: Notes, Technology | 0

Microsoft’s Azure is in a two-horse race with Amazon’s AWS “I’d like to joke, each of these little blue dots you can kind of see from space and in many cases they are now massive, massive facilities. This is one … Continued

Microsoft, MSFT, Technology
24 Jul 2012

Texas Instruments Earnings Call 2Q12 Commentary

by Scott Krisiloff | posted in: Conference Call, Earnings Call, Technology, TXN | 0

“In terms of July, the rate of new orders in July really, Sumit, is consistent with what we saw in the month of June. So we haven’t really seen a pickup, but we also haven’t seen a further slowdown.”

18 Jul 2012

How Does Housing Compare to the Tech Cycle?

by Scott Krisiloff | posted in: Banking, Banks, Economic Cycle, Economic Indicators, Economy, Financials, housing, ITB, Recession, Technology, XLF, XLK | 0

Even though Bank of America is trading lower, today’s quarterly release capped off what was a surprisingly good quarter for major US Banks.  In general, loans and deposits both showed growth, capital levels are extremely high and credit quality is … Continued

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