Selected Research Samples
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Initiation of coverage StrikeForce Technologies New Infomation Security Solutions. August 16, 2011.
Harris & Harris Company Update. Nanotech Success Continues. July 29, 2011.
Cloud: Initiation of coverage of SMTP, Inc. (OTC: SMTP) Email Delivery Networks. May 3, 2011.
NanoTech: Harris & Harris NanoTech Renaissance. Apr 28, 2011.
RealVR: Initiation of coverage of Cinedigm (NASDAQ: CIDM) a micro-cap play on digital cinema. Apr 13, 2011.
Internet: Demand Media (NYSE:DMD) and the "crapification" of the Internet. A pre-IPO research note. Feb 14, 2011.
NanoTech: Initiation of coverage of Harris and Harris (NASDAQ: TINY) a diversified nano/bio play. Jan 10, 2011.
September Posted Research Summary. Research in Motion, Nokia, Motorola, Kenexa & The Knot. Sep, 2010.
RealVR: A Pre-IPO look at RealD (NYSE: RLD). Leading the 3D cinema deployment wave. Jul 14, 2010.
Connected Car: An updated look at A123 Systems. Market views & and the ecosystem. Jun 7, 2010.
EnergyTech: Silver Spring Networks. Software for the Smart Grid. May 5, 2010.
Internet: Brightcove. Commercial Internet Video Infrastructure. Mar 31, 2010.
The 2009 Gilder Telecosm: Notes on the convergence of RealVR & Cloud Computing. A Big Shift. Dec 2009.
Microsoft Snapshot: Windows 7 could be a catalyst to better valuation if management can execute. Dec 4, 2009.
Nvidia Opportunity: Major industry shifts spell opportunity for Nvidia, in position to capitalize from visual computing. January 29, 2009, 5 pages.
Mobile Internet Update: A quick update on the segment and more detail to our positive view of Palm. September 4, 2008, 1 page.
Iron Mountain (IRM) made of paper: Analysis shows poor fundamentals & optimistic positioning. We estimate - $19. March 17, 2008, 2 pages.
May 2007 Research Monthly: .NET, Vista vs. Apollo vs. Open Source, SOA Update, MEMC, Story updates, Adoption watch. May 31, 2007, 8 pages.
April 2007 Research Monthly: What would Godel do? Silicon is the new black. Virtualization. Oracle SaaS. April 30, 2007, 8 pages.
March 2007 Research Monthly: Simons Law (Moore's Law for Energy), AT&T, 3Com, Web20 and Random Bits. March 30, 2007, 7 pages.
February 2007 Research Monthly: New Software Architecture, WordPress, Zimbra, Data and Information, Web2.0. February 26, 2007, 8 pages.