Archive for September, 2010

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Protected: September 22, 2010 – The Skeptic’s Guide to Drug Stock Selection

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September 11, 2010 – The Internet Core: We Can Rebuild It – We Have the Technology

The major paradigm shifts in the TMT landscape – e.g. the rise of mobile devices, streaming media, cloud applications and telepresence – are driving 50% annual growth in Internet traffic, but also revealing the unacceptable latency and reliability of traditional

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Protected: September 7, 2010 – Why US Healthcare Demand Appears to be Falling

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Protected: August 24, 2010 – Single-payor (read European) Governments and Your Healthcare Portfolio

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August 24, 2010 – Portable Devices: Smartphones, and Tablets and Netbooks, Oh My!

Market forecasters project dramatic growth in portable electronics.  However, the combined expectations for smartphones, e-readers, tablets, netbooks and notebook PCs appear collectively rich, despite declines in other consumer electronics categories, and presuppose only modest market share shifts between these products. 

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August 12, 2010 – Internet TV: Extreme Make Over – Industry Edition

The media industry has undergone several wrenching technology driven changes in its history – e.g. motion pictures, radio, television, video tape, cable, etc. – and in each case, the industry value chain was drastically reordered.  Existing industry categories shrank or

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