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TMT: 2Q16 Earnings Season Preview

2Q16 earning season is upon us, and the basic themes that we called out at the beginning of the year continue to play out – strong US advertising, the continued e-commerce assault on retail, maturing global device markets, a faster

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Monsanto/Bayer – Brexit Raises a Significant Currency Problem

While we think we have a willing buyer and seller on this deal, clearly negotiations have hit a stumbling block, with MON making it very clear that it is looking for other possible partners and BASF mentioned again in the

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AI Assistants: The Next User Interface Paradigm

AI powered virtual assistants are poised to replace the “App” paradigm as the primary user interface for electronic devices and the internet. The capabilities of these products will improve dramatically with developments in deep learning technology that will come in

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AI: Where the Brains Are

AI will catalyze sea change in TMT, effecting nearly every existing consumer and business application and enabling a host of new ones that could remake entire industries (http://ssrllc.com/publication/a-deep-learning-primer-the-reality-may-exceed-the-hype/). Talent – scientists with the intellect, skills, and experience needed to design

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Quick Thoughts: MSFT-LNKD Big Obvious Synergies, Watch Out CRM

MSFT is acquiring LNKD for $26B. We see substantial upside to the deal.

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Hyperscale Hardware: Components for the AI Cloud

Hyperscale Hardware: Components for the AI Cloud As the TMT world moves resolutely into the AI/cloud era, investment in hyperscale data centers is surging, while spending on private enterprise data centers has begun an inevitable decline. Hyperscale architecture differs from

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Axiall – Don’t Listen For The Fat Lady Quite Yet!

  Lotte may consider themselves the “White Knight” for Axiall, but unless they are riding a very big horse and have very large amounts of money in the saddle bags, this story may be far from over. A stock bid

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A Deep Learning Primer – The Reality May Exceed the Hype

A Deep Learning Primer – The Reality May Exceed the Hype Deep learning based AI will drive the next phase of disruption for TMT. Leveraging hyperscale data centers and ubiquitous mobile devices, AI systems that allow computers to interpret ambiguous

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AXLL – Expect a Sale Eventually – Stock Could Drop if WLK Suspends Interest

Since the publication of the most recent AXLL defense document 10 days ago, there has been (public) radio silence from WLK regarding the rejected WLK bids. Axiall seem confident that they can win a proxy fight, or at least keep

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TMT: 1Q16 Earnings – It Ain’t 2014 Anymore

1Q16 earning season confirmed several business trends. Ad driven businesses showed strong. Smartphone and PC sales were weak. The enterprise migration to the cloud continued apace, while traditional IT suppliers struggled. AMZN sharply accelerated its e-commerce sales in a tough

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