Category Archive for "TMT"

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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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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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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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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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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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April 22, 2010 Quick Thoughts: Lower Subsidies Will Delay Handset Recovery

1Q10 results and forward guidance from players on the wireless value chain have been largely uninspiring.  While we are very bullish about the future of wireless technology, and in particular, the promise of 4G, we are more sanguine about the

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April 20, 2010 A Thousand Paper Cuts: The Future of Cable TV

Cable operators face a panoply of threats that, taken individually, may seem distant and minor, but considered collectively, could reverse industry growth and seriously strain profitability.  First, we believe that share gains in highly profitable residential telephony will reverse, as

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April 5, 2010 The National Broadband Plan: Windfall for Wireless, but Catastrophe for Carriers

The FCC’s recently released “National Broadband Plan” makes recommendations that would accelerate the adoption and deployment of 4G wireless networks by freeing 300-500 MHz of spectrum and stimulate dramatically more aggressive competition amongst providers, including entirely new entrants. This is

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March 16, 2010 Initiating Coverage – TMT: The Only Constant is Change – Sector & Sovereign Research, LLC

We advocate an aggressive stance in TMT, with a focus on stocks positioned to take advantage of major paradigm shifts driven by innovations in smartphones, IP video, 4G, LED lighting, telepresence and cloud computing. We note that Apple, Cisco and

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