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pick list news and pricing ?2
11:00 11-Apr-17
A report this morning claims that FitBit's upcoming smartwatch is plagued with production problems. I don't know who JP Mangalindan is but I have little confidence in Yahoo to get anything right, and this report only extends that sentiment. To me, the issues like GPS antennae positioning and waterproofing sound like normal prototype run gyrations. Unfortunately, the report is not moving FIT much, but it just came out, and may yet if other news agencies pick it up.
Vodafone is arguing,
very sensibly IMO, for Australia to use its assets as part of its
National Broadband Network. To my mind, this highlights the
company's near term challenges, but also its long term sensibility
and potential. Not duplicating and creating conflict amongst
shared resources (like spectrum and wires) is the way to go. Such
policies are what will eventually cause some societies to get
ahead while others flag, and I think Vodafone is making all the right
moves for the long
term. In the year-end
report it affirmed the projection of "at least
By contrast, CTL is taking a rare breather today, and is more of
medium term prospect. It is already benefiting
from changes in America, but many of them are worrying.
Even so, when it comes to investment, value outweighs sound
economic policy and this is value that I'm jumping on.