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Protected: April 26, 2010 The Practical Boundaries of Health Insurance Regulation

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April 22, 2010 Quick Thoughts: Lower Subsidies Will Delay Handset Recovery

1Q10 results and forward guidance from players on the wireless value chain have been largely uninspiring.  While we are very bullish about the future of wireless technology, and in particular, the promise of 4G, we are more sanguine about the

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April 20, 2010 A Thousand Paper Cuts: The Future of Cable TV

Cable operators face a panoply of threats that, taken individually, may seem distant and minor, but considered collectively, could reverse industry growth and seriously strain profitability.  First, we believe that share gains in highly profitable residential telephony will reverse, as

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Why the Market Assumes too Much Margin Pressure on Insurers, too Little on Innovators

Narrow (below corporate level) application of MLR limits, and/or limiting premium growth to less than the rate of medical cost growth, work against regulators’ and the public’s interests. Thus neither practice is likely to be common; and insurers’ share-price reaction

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April 5, 2010 The National Broadband Plan: Windfall for Wireless, but Catastrophe for Carriers

The FCC’s recently released “National Broadband Plan” makes recommendations that would accelerate the adoption and deployment of 4G wireless networks by freeing 300-500 MHz of spectrum and stimulate dramatically more aggressive competition amongst providers, including entirely new entrants. This is

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Protected: April 5, 2010 Why Insurers Work in a Recovery; Introducing our Model of Private Insurance Premiums and MLRs

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Protected: March 28, 2010 Three Reform Realities That Aren’t Priced In

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March 16, 2010 Initiating Coverage – TMT: The Only Constant is Change – Sector & Sovereign Research, LLC

We advocate an aggressive stance in TMT, with a focus on stocks positioned to take advantage of major paradigm shifts driven by innovations in smartphones, IP video, 4G, LED lighting, telepresence and cloud computing. We note that Apple, Cisco and

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PBM Gross Margins – This Looks Like the End of the Cycle

Since 2001, PBM gross profit per claim has grown three times faster than average drug prices, and 1.25 times faster than drug retail mark-ups As with drug retail, during this period PBMs benefitted from drug price inflation and an increasingly

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