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  • Average iPhone Users Have Not Upgraded in Three Years and New Models May Drive Demand

  • Michael Pachter: Netflix Is Coming Down To Earth

  • Seth Basham: Driving Massive Change In Large Retail Organizations Is Neither Easy Nor Quick

  • Daniel Ives: The Shift To The Cloud Will Have Clear Winners And Losers In CyberSecurity Over The Next Few Years

  • Christopher Svezia: After A Choppy Start To The Year, Management Should Assert Confidence Into The Story

  • Alicia Reese: The Collaboration Is On Par With Our Projection For The Holiday Quarter

  • Steve Massocca: The Inversion That Happened That Everyone’s Hair Was On Fire About Was Simply A Reaction To The Rest Of The World

  • Apple Services are Key to Company Growth Moving Forward

  • Seth Basham: The Results Indicate That Lowe's Was Able To Overcome Unfavorable Weather And Lumber Deflation

  • Jay McCanless: For TOL Bulls, We Think Their Case Relies On Easier, Prior Year Order Comparisons Starting In F4Q19 And Continued Improvement In California New Housing Demand

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