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The (Unfortunate) Irrelevance of ACOs

Accountable Care Organizations (ACOs) are CMS-designed and sanctioned groups of Medicare providers that cooperate to produce greater quality of care, and savings in which member providers can share. Under the proposed rule there are few (risk-adjusted) savings available, and few

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Internet Everything: The Coming War for the Consumer

Consumer media, communications and commerce applications are being subsumed by the Internet. The simultaneous rise of smart devices, connected home electronics, fast wireless networks, content delivery networks and compelling cloud-based applications is fomenting a revolution in consumer internet use.  No

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Demand-side Energy IT: Green is Good

Recent world events have raised the importance of IT in energy policy. Even as rebellion in the middle east is reaffirming the precariousness of dependence on oil beyond ecological concerns, the Fukushima reactor crisis has reinvigorated opposition to nuclear power. 

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CMS Says AMP is Coming; Acquisition Cost Data Reduce Generic Costs 37% in ‘Bama; Why Ortho Demand May Slow in the Mid to Longer-Term

CMS confirmed to us their intention to publish average manufacturer price (AMP) data to the general public; this is in addition to Secretary Sebelius’ February 2011 commitment to provide average acquisition cost (AAC) survey data to the states We analyze

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Quick Thoughts: Spectrum, Politics and Sprint

In the wake of the AT&T/T-Mobile bombshell and the CTIA wireless industry confab, the US telecommunications industry teems with controversy.  The industry is pleading for new spectrum.  The FCC is wrestling with Congress to gain approval for incentive auctions.  AT&T

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Enterprise IT – Let’s Go to the Cloud

We are bearish for near-term IT spending, and concerned about the implications of the cloud for many vendors. Global government spending and Japan represent nearly 30% of the enterprise IT market, and both are likely to decline in the face

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Quick Thoughts: AT&T-Mobile

Assuming the sale of Deutsche Telekom’s US T-Mobile unit to AT&T can be approved by the FCC and DOJ, we see several far-reaching consequences for the TMT landscape beyond the obvious scale and spectrum benefits for AT&T, and the competitive

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4G: Faster, Cheaper, Better

4G is the “great wireless hope” – the only possible challenger to cable industry dominance of residential broadband internet access.  Detractors, including cable industry executives, have been quick to pooh-pooh the notion, suggesting that spectrum scarcity and the technical limitations

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Post-2014 Reform-Related Volume Gains are Modest

The common notion of 30 million newly insured in or around 2014 (13% gain) likely overstates reform-related increases in demand for health care Persons without a health insurance offer from a current employer choose coverage on the health insurance exchanges

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Mobile Advertising: Check In, Then, Check Out

Internet advertising has grown at a better than 17% CAGR over the past decade to comprise 10% of the US market, or ~$24 in 2010.  Comparatively, mobile advertising remains small – eMarketer estimates just $750M in mobile ads for 2010

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