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TMT Model Portfolio: Cutting Down on Volatility

SEE LAST PAGE OF THIS REPORT Paul Sagawa / Artur Pylak FOR IMPORTANT DISCLOSURES 203.901.1633 /.1634 psagawa@ / apylak@ssrllc.com @PaulSagawaSSR April 18, 2017 TMT Model Portfolio: Cutting Down on Volatility With an average beta of 1.29, our TMT model portfolio

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Quick Thoughts: A Match Made in the Cloud

The CRM/IBM and GOOGL/SAP partnerships target major synergies between application SW companies and hyperscale datacenter operators as we move to a cloud/AI world IBM acquired a major CRM integrator in 2016; both partners will now sell AI-powered APIs from Watson

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Quick Thoughts: YouTube TV is More Than a Me-Too OTT Service

–     GOOGL is entering the increasingly crowded, but still nascent OTT PayTV market with YouTube TV – a bundle of 40 channels for $35 a month. –     On the surface, YouTube TV’s offering is undistinguished vs. rival services from DISH,

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Quick Thoughts: GOOGL Brings the Chips to the Cloud Party

Quick Thoughts: GOOGL Brings the Chips to the Cloud Party –     Google Cloud Platform (GCP) is the first IaaS host to offer Intel’s new Skylake CPU, with 30% speed advantage for computationally intensive applications – a coup vs. AMZN and

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Quick Thoughts: GOOGL – Waymo Fly Than You

Quick Thoughts: GOOGL – Waymo Fly Than You –     GOOGL’s newly launched Waymo business unit has a flexible mandate to monetize autonomous vehicle technology however it makes sense – from OEM licensing to operating fleets of robo-taxis –     Negative press

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Change at Linde Suggests an Acquisition Is Possible

  The PX discussion clearly caused significant disagreement at Linde and the fall out at the senior management level is significant. We believe that this opens Linde up for an acquisition, by either PX or APD. See prior research. It

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Air Products – Sit On The Sidelines, Or “Suit-Up”

In research published today we share thoughts about the proposed PX/Linde merger, which we think is more likely to be a PX acquisition of Linde – should it go ahead. However, what APD could do matters. We are assuming that

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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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Ethylene – The US Remains The Center Of Attention

In late March we published a longer term view of ethylene. Our focus was on what we still believe will be a weakening second half of 2016, possibly more accelerated if Europe is weak – a concern raised by CAT

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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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