Archive for June, 2013

Home »

Quick Thoughts: Next Gen TV – This Looks Like a Job for … Intel?

–          Intel’s audacious TV play aims to redefine the living room TV experience but carries massive execution risks with a very poor track record on its previous diversification initiatives –          The plan is to deliver a next-gen set-top with a

Read More

The SSR Healthcare Quarterly, Inaugural Edition

We intend the Quarterly as a periodic publication that: Brings together in one place our most current work on the major themes affecting US-listed healthcare names, Synthesizes our best thinking into a model portfolio consisting of specific weightings for healthcare

Read More

June 19, 2013: The War on TV Part II – Streaming is Coming

  War on TV Part II: Streaming is Coming As we wrote last week, new devices are challenging for control of TV “Input 1”, aiming to put streaming on even footing vs. cable. However, even at a disadvantage, streamers are

Read More

SSR Index of Current-Quarter Healthcare Demand Growth, Interim 2Q13 Estimate

We expect 3.0% (nominal) y/y growth in US health services demand during 2Q13, the product of 1.6% growth in unit demand, and 1.4% price growth. Unit demand growth remains very slow; the projected 1.6% rate is essentially equal tothe inherent

Read More

Ethylene – Unlikely to Be a Quick Fix for Williams

Yesterday’s tragic incident at the Williams Ethylene facility in Louisiana should be put into context from an event perspective before it is possible to draw conclusions about its market impact.   Ethylene producers and consumers rallied in the market after the

Read More

Quick Thoughts: More Shots Fired in the Battle of the Living Room

  –          Gamer perspective – PS4 beats Xbox One on its lower price point, used game leniency, and unconnected gaming support – but MSFT is delivering real innovation, going beyond gaming. –          The new Kinect is a HUGE leap forward

Read More

June 12, 2013: The War on TV – The Attack of the Boxes

New devices are stepping in front of TV set-top-boxes, wresting platform control of the living room from multichannel operators. The latest, MSFT’s Xbox One, raises the bar, delivering a powerful voice/gesture driven interface that puts on-line content on equal footing

Read More

MMM – Increasing A Bet That The Industry Makes Poorly: Could 3M Do Better?

This week we saw 3M increase its R&D bet, raising the percentage of revenues that it directs towards R&D and raising expectations for what we consider to be a particularly meaningless index – the amount of revenues generated from products

Read More

Quick Thoughts: Apple and Microsoft – “Not much to See Here, Please Move Along”

–          iOS 7 will look a lot cooler, but the functional improvements are pretty incremental. New devices will wait til fall, but nothing today suggests a game changer is coming. –          Apple’s default apps got some love – Mail, Safari,

Read More

Discounting Complexity

In recent research we have written about the current market preference for good stories, over valuation and other more traditional metrics. We also suggested that there might be more interest in simplicity over complexity. The hypothesis being that the more

Read More
test