Global Report on

Technology and the Economy


18 Years Providing Weekly Foresight


The most accurate predictive letter in computing and telecommunications,
read by industry leaders worldwide.


SNS Subscriber Edition Volume 16, Issue 38 Week of October 21, 2013



Q4 2013:

The Christmas Quarter




In This Issue




Q4 2013:

The Christmas Quarter

The Role of Texas

in the Global Economy

The Technology View


Quotes of the Week



Apple Without Steve:

The Line Extension Company

Silicon Valley vs. Redmond


Takeout Window

The SIA Statistics on Global Sales

Another Leading Indicator

Apple's New iPads,

Q4 Likely Sales Leaders


In Case You Missed It...

Members Making News


Upcoming SNS Events

& Media Links


In Other House News...

New Members' Welcome

How to Subscribe

May I Share This Newsletter?

About SNS

About the Publisher

Where's Mark?


"Mark got the Apple call exactly right. No sooner had he said to sell, than the stock went from 600 to 400." - Richard Grout, past Bellingham Field Office Manager, Department of Ecology, Washington State.



Save the date!


Join us for the 9th annual SNS Predictions Dinner in NY, at the historic Waldorf Astoria hotel, Thursday, 12/5, for an intimate cocktail reception, outstanding meal, Centerpiece Conversation with Microsoft CTO Barry Briggs, Mark's top predictions for 2014, and a rousing follow-up Q&A. 6:30 till 10:00, with registration now open:



Would you like to meet award-winning documentary filmmakers, see and potentially influence films-in-progress, join and submit questions to a quarterly Director's Call-In series, get preferred Sundance Film Festival access, and be part of the new wave of telling the story of technology improving society through film? This new SNS program's 1-year membership, offered at the introductory low price of $100, is available for a limited time only. To sign up, go to:


Please email Sharon Anderson Morris with questions and to learn details about full benefits, at







Q4 2013:

The Christmas Quarter


Every year, we put out an issue on what to expect in the fourth quarter, the most important in the year to technology executives and the investors who follow them.


While every end-of-year has its unique twists and challenges, few will be surprised to hear my perspective this time around: this is perhaps the most confused set of forces at work that I have seen in a long time. While the surface of the waters is relatively calm, there are currents moving in every possible direction just beneath the surface, each with the potential to cause serious volatility.


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