Archive for November, 2011

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Quick Thoughts: Naughty or Nice?

    http://www.zdnet.com/blog/btl/black-friday-cyber-monday-euphoria-clicks-cannibalize-bricks/64275 Black Friday passes the baton to Cyber Monday, as the assembled pundits parsed the tea leaves from the estimated 16% YoY rise in spending, including a 26% jump on-line.  Most analysts were unambiguously impressed by this performance,

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The Open Source Software Threat – Wait, It Gets Worse!

The direct threat of open source software (OSS) to the flagship products of the major commercial software vendors is accelerating with the growing maturity of the open source movement, even as the impending move to the cloud opens another broad

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Dismal EU Growth Forecasts Mean Pricing Pressure on (Innovative) Healthcare Exporters

On Thursday, the European Union cut its 2012 real GDP growth forecast to just 0.5% – down nearly 70 percent from its 1.9% projection just six months ago. Ominously, the EU added that “the probability of a more protracted period

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Individual Mandate Now 2-1-1 in Circuit Court; Supreme Court Will Weigh-In…

On November 14 the Supreme Court agreed to review the constitutionality of the Affordable Care Act’s individual mandate, granting petitions for writs of certiorari on four aspects of the 11th Circuit Court’s decision in Florida et al v. Dept. of

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PBM Pricing Post-AWP – An Estimate of Sustainable Earnings Power

Using Medco (MHS) as a proxy for large PBMs, we show that generic buying margins dominate PBM gross profits; PBMs appear to have sacrificed most (or even all) alternative sources of gross margin, levering the industry’s pricing structure almost completely

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Quick Thoughts: Yes, Comcast, There is a Threat From Wireless Broadband

In my recent post about the “over the top” threat to cable, I wrote briefly about the potential for 4G wireless networks to compete directly with cable modem service for fixed residential broadband customers.  For cable industry executives, wireless broadband

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Quick Thoughts: Cable Myopia

  Peter Kafka “Big Cable Loses More Subscribers, Still Says It Isn’t Seeing Cord-Cutting”  All Things D Cable companies try to explain away TV subscriber losses, but even if cord cutting is just a trickle today, the deluge may be

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Quick Thoughts: Déjà Vu All Over Again – Reliving the ‘80’s

  “Route 128 Turns Into Rocky Road” Charles Stein, Boston Globe, August 6, 1989 According to Egyptian myth, the Phoenix was a beautiful bird that would periodically build a nest of twigs that would then burst into flames, burning both

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