Archive for July, 2012

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Cloud Data Centers: Bigger, Faster, Cheaper!

Data processing architecture has swung like a pendulum, from a centralized mainframe era, to decentralized PCs, and now back to the cloud.  Modern cloud data centers feature distributed architectures that share computing and storage resources across widely dispersed locations at

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Quick Thoughts: Jeff Bezos and Mark Zuckerberg Don’t Care About Your Stupid Quarter!

  –          Amazon slightly missed consensus sales and earnings estimates, barely turning a profit, but sales were up 29% despite the global economic situation. –          The story remains intact – low margins because of investment against huge opportunities.  E-tail dominance

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Medicaid Eligibility Capped at 100 FPL: The Logical Outcome of the SCOTUS ACA Ruling

When (if) the Affordable Care Act (ACA) is put into effect, states will be free to disenroll beneficiaries to the federal minimums (in many cases < 30 FPL), expand to (or beyond) the ACA’s original target of 138 FPL, or

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Quick Thoughts: The Apple Roller Coaster Gets Rougher – What Next?

–          12 month product cycles may be too long given the pace set by the Android eco-system – iPhone sales drop-off now 6 months post release, with new Samsung Galaxy S III now the hot product. –          Cutting price on

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Quick Thoughts: Netflix – Running Just as Fast as they Can

  –          Netflix quarterly beat was not enough – increasing programming costs and a reminder that a lot of people will watch the Olympics rather than Netflix for a few weeks slammed the stock. –          The rising fees for the

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GWR buys RA – An Opportunity To Get In On The Game, But Taking A Chance

In our initiation of coverage of the transport space – June 15th – we wrote about the improved nature of the rail industry and that how, following a period of terrible returns, the industry restructured and has seen improving returns

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Quick Thoughts: Earnings! We’ve Got Earnings!

  –          Microsoft’s 4Q shows the power of Office, Mister Softy’s biggest asset in establishing Windows 8 and Windows Phone as viable 3rd platform vs. Apple and Android. –          Google is powering through the recession as online ads take share

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PPG – Georgia Gulf Business Combination – Sensible

As a stock research analyst I covered PPG for 7 years (from 1997 to 2004) and the one word that I would have used then to best describe the company and the management style was “sensible”.  Not flamboyant, or aggressive,

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Quick Thoughts: 5 Weeks of Announcements from Apple, Google and Microsoft

–          Apple vs. Google vs. Microsoft is the central battle that will drive the next 20 years of TMT.  The road to success for others is to ride the waves created by that battle. –          The big three have taken

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The Risk of Failure Leads to Relatively Worthless Analysis – An Opinion

On Friday, we published a comprehensive analysis of current consensus expectation for the third quarter for the US Chemical Industry. We believe that consensus is far too optimistic and are suggesting that earnings estimates may come down by as much

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