Archive for June, 2010

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June 15, 2010: The Coming LED Lighting Revolution

A brief audio review of this research can be found here: http://live.ssrllc.com/wp-content/uploads/2010/06/June-15-2010-Paul-Sagawa-The-Coming-Revolution-in-LED.wma Advances in LED technology are likely to drive significant improvements in the cost and functionality of LED lighting that would begin a dramatic replacement cycle for the massive

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Protected: June 15, 2010 – Why UNH and WLP Are Better Positioned for Reform than AET or CI

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Protected: June 11, 2010 – A Dream Deferred: Seniors Postpone Retirement in Response to Defined Contributions, Market Corrections

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June 2, 2010: Enterprise Software Giants on the Prowl – Sorting Out M&A Targets

A brief audio review of this research can be found here: http://live.ssrllc.com/wp-content/uploads/2010/06/June-2-2010-Paul-Sagawa-Software-MA.wma Software has historically been the most acquisitive arena in TMT. SAP’s recent $5.8B acquisition of Sybase and IBM’s public commitment to $20B in future deals suggest that recession-related

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