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$ADI 3Q15 Call: Revenue from wireline customers represented about one third of our communications infrastructure sales and was approx. flat to the prior quarter. A weaker than planned wireless infrastructure market in North America and China combined with customer inventory drawdowns impacted our performance in 3Q15.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.