Morgan Stanley’s US Equity Strategy team led by Adam Parker just published their 2013 outlook for the stock market. They’re calling for the S&P 500 to end next year at 1,434.
The massive research note included a lot of interesting information about the stock market including this: just 10 companies are accounting for 88 percent of all of the earnings growth in the S&P 500 this year.
For 2013, the sources of growth are expected to be much more diversified with the top 10 names driving just 34 percent of growth.
Still, the biggest names will play a big role next year. “Notably, Apple, Bank of America, Microsoft, GE, and Google are forecasted to be one-quarter of the entire S&P500’s earnings growth in 2013,” writes Parker.
Here’s the chart from Parker’s note:
There’s nothing like jumping the gun to announce your involvement with a phone that technically doesn’t exist, but we’ve gotta say, we love Qualcomm for doing it. The company has just revealed to us its role in the production of a smartphone from LG that’ll feature quad-core Snapdragon S4 internals, and if it performs anything like recent benchmarks suggest, you’d best hold onto your hats. For a little backstory, rumors are currently circulating that LG is producing a smartphone of epic proportions that’s known as the Optimus G, which is said to wield a quad-core processor, a 4.7-inch IPS True HD display, 2GB of RAM and a 13-megapixel camera. Whether it’s related to this announcement is anyone’s guess, but you’ll be forgiven for salivating at the prospect. Fortunately, you won’t have long to find out the true home of the quad-core Snapdragon S4, as Qualcomm has also revealed that LG plans to release its next superphone for commercial availability this September in South Korea, with other territories to follow.
Update: AnandTech has gotten word from Qualcomm that the LG device in question will pack an MDM9615 LTE baseband chip as well.
Filed under: Cellphones
Qualcomm confirms its role in ! LG super phone with quad-core Snapdragon S4 originally appeared on Engadget on Wed, 22 Aug 2012 20:54:00 EDT. Please see our terms for use of feeds.
Last May, we wrote about the new kid on the block, Pinterest. A self-proclaimed “virtual pinboard,” Pinterest allows users to collect images, quotes, recipes, etc. from across the web and organize them onto their own “pinboards” which can be shared with other Pinterest users. Examples of common pinboard inspirations are Wedding boards, Food & Drink boards, Travel & Places boards, & Home decor boards.
Although Pinterest had shown promise back in May, there would have been no way to predict the type of success they have seen since. Having grown 84% in Unique Visitors since we last wrote about them and 50% from October to November alone, it seems that Pinterest has piqued the interest of more than a few.
Having recently joined Pinterest myself, I was curious to see how Pinterest might play into the role of marketing. I noticed that a lot of my friends were posted clothing & material items they liked in almost a “wishlist” sort of way, so I was curious to see if this could double as a sort of targeted social advertising.
I decided to look at incoming and outgoing traffic to and from Pinterest.com to see how virtual pin boards might affect consumers.
While most of the Top 10 Referrals to Pinterest.com are among the top sites on the Internet, the more interesting data starts at #11. Etsy.com, Amazon.com, Craigslist.com and Ebay.com all bring at least .39% of all traffic to Pinterest.com – not to mention their growth in referrals this past November. Etsy.com increased its referrals to Pinterest.com by 7%, Ebay by 23%, and Amazon by 50%!
Looking further into the data, we see that Walmart, Toys R’ Us, Target, Zulily, Baby Center, Kohls, Houzz, JC Penney, Best Buy, and Zazzle are all within the Top 100 Referrals to Pinterest.com. What could this all mean? In the context of Pinterest, it would seem that users are inspired and excited by the products they see on these websites and want to add them to their visual collections and share them with friends. But once users leave retailers for Pinterest, are the retailers benefiting?
Well, one could argue that the impressions made on Pinterest users who view the shared item are enough value in themselves. Viewing a cute dress for a little girl on Zulily.com might inspire a Pinterest user to visit Zulily in the future or even make a purchase at a later date. But could there be any retail sales that start directly at Pinterest.com? I checked out outgoing traffic from Pinterest.com to get the scoop.
As you can see, Etsy.com is the #6 destination from Pinterest.com, swiping 1.5% of all outgoing traffic. Amazon, Ebay, Craigslist, & Houzz are all in the Top 30 destinations users immediately visit after Pinterest.com. Target, Walmart, & Anthropologie are also among the Top 100 destinations from Pinterest.com. Interestingly enough, Anthropologie wasn’t among the Top 100 incoming destinations which means that the content from Anthropologie shared must be expectionally engaging with Pinterest users.
Are you on Pinterest? Have you ever been inspired to buy something after looking at a friend’s virtual pin board? If you are a retailer, or online marketer, what do you think the future holds for Pinterest in this context?
Leave your comments below!
Dollar stores are booming in a struggling economy, and one of the big boys of the industry is doing so well it’s planning another period of explosive growth, reports Gail Hoffer and Drug Store News.
It will open 625 stores and hire around 6,000 employees over the course of 2012. The discount chain already has about 9,800 stores spread across 38 states, and some of the new stores will be in previously unoccupied states California and Massachusetts.
Dollar General has adopted an aggressive growth strategy since the start of the recession. This marks the third straight year it has opened hundreds of new locations, and the chain has created more than 21,000 jobs since 2009.
It’s not all about the economy though. Dollar General had to be smart in its expansion strategy too — after all, Walmart is its biggest competitor, and the world’s largest retailer has had similar success recently.
It thrives on hitting markets that Walmart hasn’t taken over, such as small towns that can’t support one of Walmart’s massive big box stores. It also competes with the other big dollar store chains, like Family Dollar. The hybrid concept — somewhere between a giant discounter and a small dollar store — has worked admirably.
Plus, while dollar store marketing plays a significant role in getting people through its doors, Dollar General is actually also a clear leader in price over both Walmart and its dollar store compatriots.
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The survey was prompted by the news that a generation of “cord-nevers” and “cord-cutters” is forming — young people who don’t want to pay for cable TV because their laptops and mobile devices provide plenty of free video.
By late Friday, 910 votes had been cast and the result was overwhelming:
- One third of you (307) said you had already given up pay TV and were not going back.
- Only 94 voters said they paid for basic cable.
- Another 103 owned up to buying premium TV service.
- Those low numbers were equalled by the 95 voters who said they could not ever imagine watching regular TV again.
Here are the full results:
(The live poll is still open, incidentally.) Obviously, the poll is biased: It’s a self-selecting audience of people who are already getting their news from the web.
Meet the “cord-haters”
Having said that, it indicates that “cord-nevers” may not be the TV industry’s main problem. Rather, judging by the comment boards underneath both the poll and the original story about the death of TV, it is the “cord-haters”: People who actively despise traditional television with its clutter of irrelevant advertising and brainless programming. They are overjoyed that the web now offers an alternative way to watch shows and movies at a fraction of the cost.
The Credit Suisse report identified new technology as the culprit that is now eating TV’s business. But as far as B.I. readers are concerned, it’s not just about the ease of watching movies on an iPad. Rather, it’s that they find TV to be of such low quality that they just don’t want to watch any more of it. Only now has new technology allowed them to watch shows and movies without all of TV’s baggage, such as paying for 500 channels when you really only watch about 10.
Steven: The thing I hate about TV is you only watch a couple stations 99% of the time, but you pay for 150+ stations.
dargoola: This year I cut most of the digital premium channels with on demand add-ons because I never have time to watch them.
There’s a core Of TV channels I watch but it’s shrinking. I’m getting more of my news from the Internet, i blog a lot, and spend more time socially on the net. But TV is still it for the pure pleasure of vegging out and being entertained.
realchuck: I’ve stopped paying some 5 years ago. I installed a ‘seedbox’ with a friendly 3rd-world country hosting provider and just leech torrents (automatically). It costs me some $50 per month including unlimited traffic. So I get TV-shows on the next day, auto-downloaded, and any blu-ray movie – also on the next day. I don’t have to respect any delays imposed by the assholes in the industry.
flubber: TV will fail because of the parent companies and advertisers. How many infomercials do we need?
How many times do they need to cut to commercial during a football game? Quite frankly I do not watch a lot of TV anymore because the amount of real content being aired is a joke and the amount of commercials is just downright insulting. I download everything or watch it on the net.
Dean Wormer: The traditional TV folks are stuck. But they think this is about Netflix, Hulu etc. It’s not. Their product stinks. It’s been this way for years and its getting worse. Hulu is just methadone to get you off the crack pipe.
Krissy: Let us be real here, most regular network TV on now is pure unadulterated shite.
iWonder: Cable isn’t what it used to be. I had cable primarily for channels like Discovery, Science and History but now it seems those networks are being overrun by the same trash programming that took over the big networks a decade ago. Cable isn’t worth it now, 150+ channels and nothing worth watching, that’s why I’m done with it.
jasno: I abandoned broadcast TV because of the incessant commercials. Even on the discovery channel it’s too much. Worse, the commercials are pretty much never for anything that I might possibly buy. For example, I am never going to buy a Chevy Silverado pickup, or any truck, but I have been subjected to about 97,391 commercials for pickup trucks.
Some readers defended TV, saying it still played a useful role in their lives:
rusty syringe: Gave it up for awhile but came back this year. Direct TV’s free Sunday Ticket offer was to good to pass up.
Frank Castle: I’ve tried all the streaming services and the image quality is crap. With Comcast I have a crystal clear 1080 signal with Dolby digital sound. I have no desire to gather everyone around the laptop to view a show. All these services also are geared to the solo viewer. What do you do when Mom wants to watch HGTV, I’m watching a game, the kids have on disney channel. Your telling me running all those sevices seperately is going to be cheaper then another cable connection?
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Get ready, because this one may get big: 44% of all iPad applications being tested on the actual device are games. Hey Nintendo, Sony, and Microsoft, the iPhone/iPod titan is getting its tentacles all over the living room.
The iPhone/iPod monster has positioned itself as the preferred mobile gaming platform for developers and is quickly becoming one of the largest game platforms in the planet, with 75 million iPhone OS devices sold in just 2.5 years. The current king of all game platforms sold 125 million units of the much cheaper Nintendo DS in five years and two months.
Now Apple is moving the action into the living room. Would gaming be one of main purposes of the iPad? Would the iPad become the next casual home gaming juggernaut, like the Wii? The market will tell in time, but apparently developers think that the possibility is there. Their reasoning seems solid: The iPhone/iPod demonstrated that you don’t need buttons and a d-pad to offer a good gaming experience to most people (not only hardcore gamers). It’s the same road first taken by the Nintendo DS and then the Wii. Both have a big amount of incredibly successful games that don’t use buttons at all and require little involvement and time. In fact, it seems like consumers—not hardcore gamers—favor that kind of interaction, along with games that can be easily shared and enjoyed by a few people at the same time.
The iPad Sharing Factor
Like the iPhone/iPod Touch, the iPad is a continuation of this road. Unlike its handheld brothers, however, the bigger screen of the iPad is good to share the game experience with other people. I can easily picture two or three people sitting together on a sofa, playing with one iPad, passing it around in turns. I can also imagine multiple iPads in the same household, and people playing networked games in separate screens. Or people around a table, playing a board game touching the iPad and using their iPhones. Except this board game would have spectacular graphics and be fully animated. And perhaps have remote players connected too.
Given the general direction of the market and the possibilities of the platform, it’s not surprising that game developers are pushing so hard for the iPad. It’s yet to be seen if the Apple device would be a success or not, but having such a developer support is going to play a big role. The fact is that developers are betting that it will be a success in the gaming department. 44% is a huge figure, especially considering that the next category—entertainment—only grabs 14%. And especially considering that this is a completely unknown device. They don’t have too much to lose, since the games can target both the iPad and the iPhone/iPod Touch.
I don’t know about you, but I can’t wait for a fully-networked Tron light cycle game for the iPad, with each device being a bike cockpit. [Business Week]
Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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