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December 7, 2010 – Enterprise IT Spending: Worry About the Government

If enterprise IT spending were to follow closely to historical precedent, we might expect the rebound from the exceptionally weak 2009 to accelerate going forward.  Strong corporate earnings and modest economic growth ought to be enough to signal a pick-up

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Protected: December 1, 2010 – Demand Trend Improves Starting 4Q, Ortho & Commodity Suppliers Benefit Most; Why HDL-C Drugs May Be Bigger than You Think

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November 22, 2010 – 4G: The Cure for the Common Cord

4G technology is following a 10 year roadmap toward download speeds that will allow wireless carriers to successfully compete for broadband and video with traditional cable, satellite and telco operators.  With the added advantage of mobility, the ability to launch

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Uncertainty and Motive in Pharmacy Dispensing Mark-Ups

Recently we argued incremental (relative to brands) generic dispensing premia of roughly $5 / script ultimately will fall. This note addresses healthy criticisms of that note, particularly: 1) payors already know generic acquisition costs; and, 2) the generic dispensing premium

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November 1, 2010 – Streaming On-line, On-Demand Video: Over-the-Top, On the Way

We believe that it is inevitable that internet delivered video entertainment will eventually replace traditional channelized television.  However, there are significant technology, infrastructure, behavioral and industry economic hurdles that must be surmounted before “over-the-top” becomes a widespread reality.  While many

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October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall

October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall For both drug retail and PBM mail-order we estimate that per-Rx generic dispensing margins are $5 higher for generics than brands, and show that this premium results from: 1)

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October 18, 2010 – It’s Not Just Advertising … It’s New and Improved Advertising!

Advertising is a $200B+ market in the US.  On-line accounts for less than 10% of total ad spend today, but the migration of video onto the internet and the proliferation of tablets and smartphones will make the $60B of annual

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Protected: October 4, 2010 – What a Republican House Means for Health Reform

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Protected: September 22, 2010 – The Skeptic’s Guide to Drug Stock Selection

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September 11, 2010 – The Internet Core: We Can Rebuild It – We Have the Technology

The major paradigm shifts in the TMT landscape – e.g. the rise of mobile devices, streaming media, cloud applications and telepresence – are driving 50% annual growth in Internet traffic, but also revealing the unacceptable latency and reliability of traditional

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