Category Archive for "Published"

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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

There is no excerpt because this is a protected post.

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Protected: June 11, 2010 – A Dream Deferred: Seniors Postpone Retirement in Response to Defined Contributions, Market Corrections

There is no excerpt because this is a protected post.

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June 2, 2010: Enterprise Software Giants on the Prowl – Sorting Out M&A Targets

A brief audio review of this research can be found here: http://live.ssrllc.com/wp-content/uploads/2010/06/June-2-2010-Paul-Sagawa-Software-MA.wma Software has historically been the most acquisitive arena in TMT. SAP’s recent $5.8B acquisition of Sybase and IBM’s public commitment to $20B in future deals suggest that recession-related

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Protected: May 26, 2010 – Why the Average Employer Will Drop Health Insurance in 2014

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Protected: May 21, 2010 A Long Way from Normal: Housing Prices Remain Well Out of Sync With Historical Notions of Affordability; The Square (Footage) Piece of the Pricing Puzzle

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May 18, 2010 The FCC “Gets It” – Competition, Not Market Power, Drives Innovation and Investment

The FCC’s plan to reclassify wired broadband as a regulated telecommunications service, combined with its published National Broadband Plan and numerous public comments, makes clear its intention to press a policy of “net neutrality”, heightened competition, low rates and universal

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Protected: May 10, 2010 – The Bigger Truth About Medicaid Drug Price Effects; PBM Price Competition; and Why Insurers Are Still a Buy

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May 3, 2010 The Big Future of E-Learning: Beyond a Countercyclical Bump and a Student Loan Scare

Education stocks have had a strong run YTD, as continued high unemployment is sparking accelerating enrollment at post-secondary institutions. Of late, the sector has been volatile, as fears of tighter thresholds on government sponsored student lending for occupational training ebb

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