Archive for March, 2013

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The Mood of the Chemical Industry – Its Déjà vu, Almost

Every year the global petrochemical industry gathers in Houston for the (now) IHS World Petrochemical Conference, an event that I first attended in 1988, regularly through 1996 as a partner in then-hosts CMAI, and occasionally thereafter.  This year was an

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Quick Thoughts: Galaxy S4 – All That and a Bag of Chips?

–          Samsung announced its hotly anticipated Galaxy S4 with a Radio City Music Hall extravaganza that emphasized a laundry list of new bells and whistles for its TouchWiz Android skin. –          The S4 hardware pushes processor performance, screen resolution, and

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Barry Ritholtz on Apple’s Growth, Paul Sagawa

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Quick Thoughts: The Revolution will NOT be Televised

  –          The clouds around channelized TV are building – MSOs are pushing back on network fees, networks are playing hardball while looking on-line, and on-line players are getting aggressive. –          VZ will look to pay networks based on viewership;

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WAG/ABC – Quick Strategic Read-thru; Better for WAG than ABC

Walgreens (WAG) and AmerisourceBergen (ABC) yesterday announced a 10-year agreement in which: ABC handles US brand and generic wholesale distribution operations for WAG; ABC participates in global purchasing using the aggregated buying power of ABC, WAG, and Alliance Boots; and,

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The Razorback Alternative: Is Arkansas’ Medicaid Game Plan a Blueprint for Others?

Until recently, states had three apparent options for the Medicaid expansion: 1)       Do nothing 2)       Expand partially (probably to 100FPL) 3)       Expand fully (to 138FPL) Arkansas Governor Mike Beebe claims to have an agreement with HHS Secretary Sebelius for a

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SSR Index of Current-Quarter Healthcare Demand Growth, Interim 1Q13 Estimate

We expect 3.6% (nominal) y/y growth in US health services demand during 1Q13, the product of 1.8% growth in unit demand, and 1.8% price growth; a very slight deceleration from the 3.7% actual growth rate in 4Q12. Unit demand growth

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March 13, 2013 – Mobile Semiconductors: In Search of the One Chip Solution

Portable devices will eventually push PC architecture into its dotage. This paradigm shift is creating huge opportunities for semiconductor companies, with processors, modems, radios and sensors the biggest categories, and with footprint and power efficiency paramount design considerations, as device

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Hedge Hospital Pricing Risks with Non-Rx Consumables

Hospitals’ share price performance (v. SP500) is highly correlated with changes to real revenue; Hospitals tend to outperform on accelerating revenue, and vice versa. On this basis, pending volume gains (rising employment, reform-related expansion coverage) argue for owning Hospitals Hospitals’

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Quick Thoughts: Apple and Intel, Sitting in a Tree …

–          Rumor has it Apple and Intel are discussing a fab relationship by which Apple’s next ARM-based processors could be built on Intel’s world-leading 22nm and coming 14nm processes. –          For Apple, whose processor design advantage has eroded with each

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