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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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Protected: July 30, 2010 – Potential Winners and Losers in the Age-Wage Migration

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Protected: July 29, 2010 – Consumers add Risk, Insurers add Power; Consequences for Providers and Suppliers

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July 28, 2010 – PCs: Raging at the Dying of the Light

Now in its 30th year, the PC market is enjoying an upgrade-cycle fueled rebound from a recession induced dip.  However, an alternative approach, by which mobile non-PC devices, like smartphones and tablets, access apps running on large centralized “cloud” servers,

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July 15, 2010 – Clouds: Who Will Get the Silver Lining?

A brief audio review of this research may be found here: http://live.ssrllc.com/wp-content/uploads/2010/07/July-15-2010-Sagawa-Cloud.wma Within a decade, we believe that the large majority of Americans will accomplish the large majority of their work and personal computing needs via “cloud” applications hosted on

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Protected: July 8, 2010 Big Pharmas Tenuous Grip on the Emerging Markets

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Protected: July 1, 2010 – Better With Age? Jobs – and Job Quality – Shifting to Older Workers

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June 30, 2010: Apple vs. Google – Handicapping the Coming Battle for TMT Supremacy

A brief audio review of this research may be found here: http://live.ssrllc.com/wp-content/uploads/2010/07/June-30-2010-Paul-Sagawa.wma This note is intended to compare the strategic positioning of Apple and Google and to examine how the likely rivalry between the two is likely to shape the

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June 15, 2010: The Coming LED Lighting Revolution

A brief audio review of this research can be found here: http://live.ssrllc.com/wp-content/uploads/2010/06/June-15-2010-Paul-Sagawa-The-Coming-Revolution-in-LED.wma Advances in LED technology are likely to drive significant improvements in the cost and functionality of LED lighting that would begin a dramatic replacement cycle for the massive

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Protected: June 15, 2010 – Why UNH and WLP Are Better Positioned for Reform than AET or CI

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