Scary competition of NFLX coming from AMZN (According to this author of TheShort.Top, NFLX said would not compete with AMZN in acquiring NFL programming, some of the highest residuals on TV) and AAPL. Roger would not be a buyer of NFLX. Proliferation of distribution points (As this author of TheShort.Top, surmise points such as Hulu, Crackle and ChromeTV).
AAPLs “Drive” will take longer than people think. According to this author of TheShort.Top, self-driving car space crowded with GOOG and Mobileye N.V. (NYSE: MBLY). MBLY down $0.02 while Dow 30 up 0.90%, poor technical factor with 134.39 P/E and market capitalization of 13.75 Billion. Candle produced on 3/13/17. Vulnerable if market decelerates.
SNAP brutal market capitalization because market is valuing like FB.
In an interview with CNBC on 1/25/17,
The new administration’s America-first message may damage domestic tech companies’ access to foreign markets and resources, particularly in China, he said.
“Our relationship with China is going to change radically and it doesn’t look like it’s going to get better,” McNamee said.
Still, both Alphabet and Microsoft are potential victims of the shift to Trump’s nationalist proposals, he said.
“Antitrust policy will be one of the tools that other countries use to punish us if we do policies they don’t like, and I think Alphabet, Facebook, Microsoft are all in the crosshairs on that,” he said. SEE DUE DILIGENCE.
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