The stock price of Sony (SNE) has shown great strength this year. This looks set to continue. As my article in February detailed, it has strong growth areas in Gaming, Music and Semiconductors. It has rich promise in AI and robotics. The upcoming 5G and augmented reality arenas could both provide substantial revenue benefits for the company.
Third Point's break-up plan is a fallacy. Much of the strength of the company lies in its Internet of Things and Digital Entertainment Hub integration. Other divisions such as the Pictures and Phone Divisions are part of