HP at Citi Conference Notes

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Cathie Lesjak – CFO Japanese competitors have benefited from weak yen but that is normalizing “So, when it comes to Japanese competitors, one of the advantages that they have had and this isn’t an alternatives question, this is kind of … Continued

Intel 2Q17 Earnings Call Notes

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Brian M. Krzanich – Intel Corp. Bought Mobileye “We expect to close the acquisition of Mobileye in the third quarter, several months earlier than expected. Autonomous driving is a massive compute workload that will disrupt industries and save lives and … Continued

IBM 2Q17 Earnings Call Notes

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Martin Schroeter The cognitive opportunity is a global one “The cognitive opportunity is a global one, it’s not centered in New York or Boston or Silicon Valley; but you can’t just look and listen in those places. In healthcare alone, … Continued

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