New 4-inch Apple device now rumored to be called iPhone SE

March is only a few days away now, and that means we’re ever closer to Apple’s much rumored spring event during which a new 4-inch iPhone is set to become official. Alleged details about this handset have been leaking for a long time, but perhaps the most disputed aspect of it has intriguingly been the name.

We’ve so far heard it could be called iPhone 7c, or the iPhone 6c, or the iPhone 5se. And today a new report claims it will be none of those. Instead, Apple is likely to choose to call it iPhone SE. “SE” will apparently stand for “special edition”, if the unnamed sources behind this one are to be believed.

If this is true, then it will be interesting to see what a possible successor to the iPhone SE will be called, if there will ever be one. iPhone SE2? iPhone SEs? The New iPhone SE? It’s anyone’s guess at this point.

Anyway, the iPhone SE’s pricing will match that of the iPhone 5s (pictured above), it’s been revealed. It will look identical to that handset, except for slightly curved edges around its sides. It will come with the A9 chipset, an “upgraded” 8 MP main camera, NFC and Apple Pay support, as well as the latest Bluetooth, Wi-Fi, and LTE radios. It will be offered with either 16 or 64GB of storage.

Apple’s event during which the iPhone SE will be announced might take place on March 15 or March 22, according to some contradictory rumors we’ve heard. In either case, it’s availability should follow mere days after the unveiling. A new 9.7-inch iPad Pro will be revealed on the same…

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Key Reasons We Revised Our Price Estimate For Twitter To $26

Following Twitter‘s disappointing quarterly and full year 2015 financial results and operational metrics, we recently revised our price estimate for its stock down by over 25% to $25.50. The primary factor for this downward revision is Twitter’s soft active user growth performance in the past several quarters, and some fundamental issues about its usability. There is still a considerably steep learning curve for new users, the company has been unable to effectively deal with online abuse, and new features such as “Moments” and “While You Were Away” have received mixed feedback with respect to improving user experience. Moreover, Twitter faces stiff competition from Facebook, Instagram and Snapchat, which are cruising ahead in attracting new users by constantly improving their user experience and engagement.

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First Solar Revised To $75 On Technology Improvement, Policy Tailwinds

We recently raised our price estimate for First Solar by about 20% to $75, on account of favorable policy developments (U.S. solar tax credit extension, COP21 agreement) that should increase demand. In addition, the company’s recent technology improvements should enable it to cut costs and make its panels more competitive in the market. Please check the links below for more information.

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Why We Revised Our Price Estimate For LinkedIn From $214 To $174

We recently revised our price estimate for LinkedIn from $214 to $174. The primary reasons for the price estimate revision were the increase in forecast expenses and lower revenue expectations for LinkedIn, which will pressure the company’s margins and earnings going forward. In its fourth quarter earnings call, LinkedIn provided weak Q1 and full year 2016 guidance for its top line as well as bottom line. For the first quarter ending March 2016, the company expects EPS of $0.55 against an analyst consensus estimate of $0.75. In terms of the top line, the company expects full year 2016 revenue to be around $3.6-$3.65 billion, missing the consensus estimate of $3.9 billion.

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Salesforce 2016Q4 Earnings: Revenue Growth Sustainable; But Profitability Nowhere in Sight

Cloud computing behemoth Salesforce.com continued to defy the law of large numbers in fiscal 2016 fourth quarter results reported on February 24th.  The company had a stronger than expected quarter due to a surge in demand across all product categories and geographies. A number of factors, which include closing over 600 seven-figure plus deals and the first nine-figure deal, suggest that Salesforce may still be far from slowing down.  Profitability remains the only concern since Salesforce GAAP EPS stayed in red in the fourth quarter at $(0.04), though the non-GAAP EPS analysts track were $0.19. This trend is not expected to change in the medium term despite a sustained moderate improvement in the operating margin over the last seven quarters. Nevertheless, shareholders responded positively to the earnings, resulting in a 10% jump in Salesforce’s shares following the release of the results.

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Move Over Siri, Personal AIs Have Arrived

In the Marvel universe, billionaire Tony Stark/Iron Man has Jarvis, a personal AI to anticipate his needs and streamline his life. When I mention this to Collie Brown, founder and CEO of Arghon, a personal AI company, he gives a knowing smile. A moment before he described his AI product as a “life assistant.”

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