I know we talk a lot about our concept of “innogration”, but quite frankly we have to in order to make clear exactly why some tech companies will dominate their categories while others will fall by the wayside. Perhaps the most visible example of this is occurring in the smartphone market. Our In Focus article examines how some of the largest tech companies in the world are battling for control of the Chinese market, and how they could learn a thing or two from how the Oakland As went about building a winning team on a shoestring budget.

In our Sector Spotlight article, Leo highlights two very recent and visible examples of innogration which are already disrupting the tech sector. Microsoft’s purchase of Nokia has enormous long term implications, as does its decision to lay off thousands of its own workers while retaining Nokia’s employees. Meanwhile, Rupert Murdock’s bid for Time Warner shows that he understands the extent to which controlling desirable media content – especially sports programming  – will drive future revenue growth.

Tom Scarlett adds another small-cap stock to our Next Wave Portfolio. And when we say small, this one has a market cap of only $17 million which is about how much Derek Jeter gets paid for one season of baseball (and by the way, that only made him the 25th highest paid player in 2013). We don’t normally recommend “penny stocks”, but this is one that is worth keeping your eye on.

Finally, several tech giants report earnings this week including Netflix (Monday), Apple and Microsoft (Tuesday), Facebook (Wednesday), and Amazon (Thursday), so we’ll have a lot to talk about next week!