Meanwhile, he contends that the Street is missing the opportunity the company has in gesture recognition.
He contends that the approach could eventually be a significant contributor to sales for the company.
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He contends the new version of Office is likely to get off to a strong start.
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He contends consensus estimates for the June and September quarters are now too high.
September quarter margins also run a risk from impact due to education pricing discounts, he contends.
He contends that revenue from ARM-based PC and server chips could be two years away.
He contends the price increase will boost ARPU and profits over the next several quarters.
Eventually, he contends, there will be lots of companies providing digital film content on the Web.
One driver for 2013, he contends, will be the debut of the Nintendo Wii U console.
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Not least, he contends that the acquisition potential for the company has been over-estimated.
But he contends the industry's growth prospects are so good that the shares are fairly priced.
"If there were no net neutrality, Skype would have already been suppressed, " he contends.
It's a particular concern amid current state and local government budget problems, he contends.
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He contends that WP7 will appeal to people who want smartphones for both personal and professional use.
Longer term, he contends, the controlling Sutardja family might receive greater financial reward taking the company private.
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Moreover, he contends that luck will continue to grow in importance as information becomes more freely available.
He contends that U.S. search spending in the period was up in the mid-20s on a year-over-year basis.
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Watching such an immersive video, he contends, would be nearly as interesting as attending an event in person.
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He contends both companies are getting a tailwind from an industry-wide trade-down to pre-paid plans from post-paid plans.
Because Tidemark software operates in the cloud, he contends, it can become operational with clients much more quickly.
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But he contends the proposal would not protect consumer rights, and instead favors large vendors and software companies.
He contends the drop is consistent with past corrections in its own history and that of its peers.
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He contends that such a combination would be positive for both companies, and indeed, he is recommending both stocks.
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He contends, however, that PNDs still offer some advantages, including larger screens, higher-quality speakers and more accurate GPS receivers.
This, he contends, cannot be done within Linked Hybrid where the inhabitant takes on more of an observational role.
He contends that stagnant sales of Barbie U.S. and American Girl and the difficulty replicating the Cars- and T.
He contends the company should gain share on Qualcomm and Broadcom based smartphones.
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Now, he contends, more cities may try to change the way they operate.
He contends that 40 years of studies show no sign of a crisis because of a physical lack of water.
He contends that the freedom to tinker with and improve tools essentially without restriction is the best route to efficiency.
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