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February, 2013  // Posts published in February, 2013

Cisco’s Open Platform a Plus, Smart Grid Adoption Faster Outside of U.S.

Research Question: Will Cisco’s launch of the Connected Grid Cisco Developer Network and an ever-growing roster of partners make it the communications and network backbone of the smart grid? By: Susan Jennings Kantari Companies: BDC, CSCO, EPA:ALO, EPA:ALU/ALU, EPA:AREVA, EPA:SU, ESE, FRA:SIE/SI, GE, IBM, ITRI, JNPR, KRX:006400, KRX:017670/SKM, KRX:066570, MSI, SHE:002502,  STO:ERIC.B/ERCITYO:6752, T, TYO:6501, TYO:6502, VTX:ABBN/ABB, VZ Click […]

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FTC Settlement Will Chip Away at IDEXX’s Large Lead

Research Question: Is IDEXX’s 70% market share at risk now that an FTC settlement has restored competition in the veterinary diagnostic market? By: David Franklin Companies: ABAX, ABT, HSIC, HSKA, IDXX, MWIV, PDCO, WOOF Click here to download the report (.pdf)   Summary of Findings Twenty of 27 sources think IDEXX Laboratories Inc. (IDXX) is at risk of […]

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ResMed Whisper

ResMed Whisper

Research Question: Will the 47% Medicare reimbursement cut scheduled for July 1, 2013 derail ResMed’s growth and give rise to low cost competition? Companies Covered: ResMed (RMD), Invacare (IVC), Covidien (COV) Report Available: March 8, 2013   Blueshift’s October 2012 ResMed report found Medicare’s competitive bidding program and lower reimbursement rates having no impact on industry market share leaders.  However, new research by […]

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Fragmented Car Rental Market Will Challenge Rate Increase Attempts

Research Question: How are rental-car company pricing and market share expected to trend now and over the next 1 to 3 years? By: David Franklin Companies: CAR, HTZ Click here to download the report (.pdf)   Summary of Findings Sources acknowledge that the current rental car pricing landscape is highly competitive, with low prices, discounting, and promotions dominating […]

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SodaStream Finishes 2012 on High Note, Holds More Potential in 2013

Research Question: Can SodaStream continue its successful run and increase its penetration of the U.S. market? By: Reverdy Johnson Companies: BBBY, GMCR, KO, KRFT, LCUT, PEP, SODA Click here to download the report (.pdf)   Summary of Findings Distributor and specialist sources said SodaStream International Ltd. (SODA) sales climbed 20% to 25% in the fourth quarter and have […]

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HomeAway’s Reach Makes It a Necessary Evil for Owners, Managers

Research Question: Will new bundle options and tiered pricing result in greater usage of HomeAway’s sites, or will the corresponding listing price hikes put off homeowners and property managers? By: David Franklin Companies: AWAY, EXPE, GOOG, KYAK, PCLN, TRIP Click here to download the report (.pdf)   Summary of Findings HomeAway Inc.’s (AWAY) new pricing and listing bundle […]

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Salesforce Whisper

Salesforce Whisper

Research Question: Will increased competition, including open source and mobile options, cause a slowdown in demand for Salesforce’s services in 2013? Companies Covered: Salesforce (CRM), International Business Machines (IBM), Microsoft (MSFT), MicroStrategy (MSTR), Oracle (ORCL), SAP AG (SAP), & Workday (WDAY) Report Available: March 20, 2013   Blueshift’s initial research reveals that Salesforce, which continues to […]

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Feb 12 2013 Consumer Goods, Retail

Staples Will Lead the Office Supply Industry’s Slow Transition to Online

Research Question: How willing are office supply consumers to purchase items online, and will Staples.com be part of this shift? By: Reverdy Johnson Companies: AMZN, BBY, COST, FDX, ODP, OMX, SPLS, TGT, WMT Click here to download the report (.pdf)   Summary of Findings Nine of 17 sources said the office supply industry will not shift dramatically to […]

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QlikView to Grow Market Share, Challenge Traditional BI Solutions

Research Question: Will Qlik Technologies continue to outpace its business intelligence competitors? By: Reverdy Johnson & Guido Gualandi Companies: CKSW, CRM, ETR:SAP/SAP, IBM, MSTR, ORCL, QLIK, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Qlik Technologies Inc.’s (QLIK) QlikView is poised to grow further and to gain market share as demand for business intelligence […]

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Lululemon Whisper

Lululemon Whisper

Research Question: Can Lululemon successfully defend and grow its market share in the women’s apparel market as competition increases? Companies Covered: Lululemon (LULU) Report Available: March 7, 2013   Blueshift’s initial research shows Lululemon facing an influx of competition from established and new brands alike, while relying on its unique offerings and brand expansion to defend […]

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