Want to join the conversation?
$EMC 2Q15 Q&A: On a question regarding GM trend in storage, Joe responded that there is a fair amount of third party products that are rolled in with the converged infrastructure impact GM. That was flat excluding FX and the impact of VCE on GMs. Encouraged by the run rate of VCE and recognized the opportunity, which is driving GM change YoverY.
$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.