tructure spending 15 December 2016 Tech: Apple Inc.: Deep Dive - Benefit from lower U.S. tax rate, but border tax could be onerous 13 January 2017 Server & Enterprise Software: Tax reform +ve for INTU, CRM; Cash repatriation +ve for ORCL, MSFT, VMW_12 December 2016 Semiconductor Capital Equipment: Tax sensitivity analysis.