Get short, timely messages from Paul Sagawa.

Twitter is a rich source of instantly updated information. It's easy to stay updated on an incredibly wide variety of topics. Join today and follow @SecSovTMT.

Get updates via SMS by texting follow SecSovTMT to 40404 in the United States
Codes for other countries

Two-way (sending and receiving) short codes:
Country Code For customers of
Australia
  • 0198089488 Telstra
Canada
  • 21212 (any)
United Kingdom
  • 86444 Vodafone, Orange, 3, O2
Indonesia
  • 89887 AXIS, 3, Telkomsel
Ireland
  • 51210 O2
India
  • 53000 Bharti Airtel, Videocon
Jordan
  • 90903 Zain
New Zealand
  • 8987 Vodafone, Telecom NZ
United States
  • 40404 (any)

SecSovTMT

  1. The Internet Revolution: It’s Not Social OR Mobile, It’s Apps sector-sovereign.com/2012/05/the-in… 3:48 PM May 15th via web
  2. Quick Thoughts: Google – What’s More Investor Friendly than Growth and Cash Flows? sector-sovereign.com/2012/04/quick-… 2:38 PM Apr 16th via web
  3. Telecom Carriers: Why Aren’t These Cyclicals Cycling? sector-sovereign.com/2012/04/teleco… 2:31 PM Apr 2nd via web
  4. @adamlashinsky sure pm me your email 11:40 AM Mar 19th via web in reply to adamlashinsky
  5. @adamlashinsky Toni should have dropped the "ly". BTW this is my research handle, apple blog piece coming 10:48 AM Mar 19th via web in reply to adamlashinsky
  6. 4Q11 Earnings Update: Plenty of Runway for Cloud Leaders sector-sovereign.com/2012/03/4q11-e… 5:30 AM Mar 5th via web
  7. Apple Doomsayers – Way Too Early is the Same as Wrong sector-sovereign.com/2012/02/quick-… 4:01 PM Feb 28th via web
  8. Quick Thoughts: Comcast Gaining Speed but Runway is Short sector-sovereign.com/2012/02/quick-… 1:53 PM Feb 16th via web
  9. AMZN still don't care about your quarterly results, see sector-sovereign.com/2012/02/quick-… 6:47 AM Feb 1st via web
  10. Unlike Amazon and Google, Apple cares about margins and proved it in 1QFY12 sector-sovereign.com/2012/01/quick-… 8:12 AM Jan 25th via web
  11. Google, Microsoft, Intel, and IBM report 3 beats and a miss... We prefer the miss. sector-sovereign.com/?p=6644 7:37 PM Jan 19th via web
  12. CES Day 3: YouTube keynotes, OLED TVs impress, connected cars fail, and toy helicopters looked pretty cool sector-sovereign.com/?p=6585 9:49 PM Jan 12th via web
  13. Day 2 at CES: Intel tries smartphones, again and FCC's Genachowski pleads for more spectrum sector-sovereign.com/2012/01/quick-… 8:03 PM Jan 11th via web
  14. Day 1 on the ground at CES: Ultrabooks, Keynotes, and the Next Big Thing: more at sector-sovereign.com/2012/01/quick-… 9:35 PM Jan 10th via web
  15. CNET at CES - ecosystem is next big thing #cnetnbt We agree link: sector-sovereign.com/2011/12/6074/ 3:34 PM Jan 10th via web
  16. Tough road for enterprise IT. Budget pressure and move to cloud tough for incumbents. See: sector-sovereign.com/?p=6482 11:23 AM Jan 9th via web
  17. Yep, More Predictions for 2012 sector-sovereign.com/2012/01/quick-… 7:19 AM Jan 3rd via web
  18. Oracle’s miss highlights concerns for Enterprise IT in 2012, read: sector-sovereign.com/2011/12/quick-… 12:46 PM Dec 27th, 2011 via web
  19. AT&T folly to yield spectrum scramble; Apple wins small step in long slog. More at: sector-sovereign.com/2011/12/quick-… 9:15 AM Dec 20th, 2011 via web
  20. The Future of the Internet: The Four Horsemen of the Consumer Cloud, or is it Five? See sector-sovereign.com/2011/12/6074/ 8:16 AM Dec 19th, 2011 via web