Sample Research

We've included a few published reports here for people to get a feel for our content and style. 

Notes from the 2009 Gilder Telecosm: The convergence of RealVR and Cloud Computing started right here.  Major shift in computing in our view.  Published December 2009.

Updated Microsoft Snapshot:  The advent of Windows 7 freshened our outlook and IV calculations for Microsoft.  This two-pager provides the picture for a portfolio manager.  Published December 2009.

A123 Systems Follow Up: We expanded on our initial IPO report using our own bottom-up forecasts for electric vehicles and A123 batteries.  Published November 2009.

Frontier Interview Series: Every month we are interviewing top thinkers in the areas we cover to provide some insights directly from inside these industry segments.  In November we talked with Michael Mauboussin, the chief investment officer at Legg Mason and in December we discussed virtual worlds with Corey Bridges of The Multiverse network.

Transition is Opportunity (NVDA): Some major industry shifts spell opportunity for Nvidia.  Their position in graphics processing puts them squarely in position to capitalize from the trend towards visual computing. Published January 29, 2009, 5 pages.

Mobile Internet Update: We published a quick update on the segment and added some more detail to our positive view of Palm.  Published September 4, 2008, 1 page.

Iron Mountain (IRM) is made of paper: An analysis of this business shows poor fundamentals and a much too optimistic view of company positioning.  Our fair value estimate is $19.  Published March 17, 2008, 2 pages.

IBM Software Group - Tactical complement or strategic linchpin?: Our Senior Contributing Analyst Dennis Byron analyses the IBM Software Group.  As a critical component of the IBM business the Software Group deserves special attention.  Published June 19, 2007, 12 pages.

May 2007 Research Monthly: .NET, Vista vs. Apollo vs. Open Source, SOA Update, MEMC, Story updates, Adoption watch.  Published May 31, 2007, 8 pages.

April 2007 Research Monthly: What would Godel do? Silicon is the new black.  Virtualization. Oracle SaaS. Published April 30, 2007, 8 pages.

March 2007 Research Monthly: Simons Law (Moore's Law for Energy), AT&T, 3Com, Web20 and Random Bits. Published March 30, 2007, 7 pages.

February 2007 Research Monthly: New Software Architecture, WordPress and Zimbra, Data and Information, Web20 Update. Published February 26, 2007, 8 pages.