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Technology Stocks : Investing in Exponential Growth

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From: Paul H. Christiansen	6/28/2018 11:39:18 AM
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Media and Entertainment Super Bundle Follow Up Last week I talked about the coming of the super bundles. The overall arc of that piece was more about what super bundles are and why consumers will be drawn to them over traditional cable packages. Throughout the article, I mentioned some companies were positioned better than others, namely Amazon and Apple. In the recent days, Apple’s strategy here is becoming more clear. And, this recent piece in The Information seems to confirm my prediction that Apple would indeed launch a super bundle. My conviction has always been the bundle would not go away but would evolve and more specifically who you pay for content bundles would change. Apple and Amazon already have billing relationships with ~100 million US consumers, more when we look worldwide, which makes it very easy for them to convert customers to their bundled media and entertainment offering. Both companies are also in a very privileged position to also be able to market their bundle, as well as all their exclusive content, in better more effective ways than TV networks ever could. *Read $ More*

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