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Rob Tanner

 
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  • Actually, Apple Should Buy Nintendo
    Fri, Mar. 7 AAPL, NTDOY 91 Comments

    Summary

    • Apple's financial firepower is best utilized creating competitive advantage over Samsung and Android.
    • Gaming is one of the defining smartphone features, but gaming-wise Apple's positive differentiation vs. Samsung is currently minimal.
    • The Nintendo catalog would provide unparalled differentiation.
  • Intel Should Hire Jen-Hsun Huang
    May. 2, 2013 NVDA, INTC 16 Comments
  • ARM Holdings: Future Growth Drivers Abound
    Dec. 21, 2012 ARMH 35 Comments