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April, 2013  // Posts published in April, 2013

Home Security Whisper

Home Security Whisper

Research Question: Are new cable/telco home security products taking market share from ADT and other traditional home security players? Companies Covered: ADT Corporation (ADT), Comcast (CMCSA), Verizon (VZ), Time Warner (TWX), Protection One, & Monitronics Report Available: May 16, 2013   Initial research by Blueshift shows a number of new providers entering the national home security market to challenge traditional players such as […]

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ISRG’s da Vinci Procedure Growth Will Slow in 2013

Research Question: With declining procedure numbers, reduced revenue per procedure and the unknowns surrounding the Affordable Care Act, where is Intuitive Surgical’s runway for growth? By: David Franklin Companies: ISRG Click here to download the report (.pdf)   Summary of Findings Most sources said Intuitive Surgical Inc.’s (ISRG) da Vinci Surgical System and robotic surgery in general are […]

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3D Printing Growth Will Soar, Led by Aerospace, Medical Fields

Research Question: Which industries will lead the adoption of 3D printing, how fast will it ramp up, and what companies are best positioned to gain from it? By: Susan Jennings Kantari Companies: ADSK, DDD, EPA:EOSI, EPA:ALPHX, SSYS, XONE Click here to download the report (.pdf)   Summary of Findings Sources in all silos expect at least double-digit growth […]

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Micros Price Worthwhile to Large Businesses, Out of Reach for Small Retailers

Research Question: Are prices and ROI declining for Micros’ large customers? What role does Micros hold among small retailers? By: Susan Jennings Kantari Companies: AGYS, INTU, MCRS, MSFT, NCR, OPEN, PAR Click here to download the report (.pdf)   Summary of Findings Micros Systems Inc. (MCRS) has retained its dominant market share position and pricing power with hotel […]

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For-Profits’ Hopes for Enrollment Rebound Fade, Competition Increases

Research Question: Is enrollment at for-profit schools beginning to rebound, and which schools are leading the turnaround? By: Reverdy Johnson Companies: APEI, APOL, BPI, CECO, COCO, CPLA, DV, EDMC, ESI, LOPE, STRA, WPO Click here to download the report (.pdf)   Summary of Findings Eighteen of 22 sources said enrollment at for-profit schools is not rebounding. Ten of […]

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Apr 16 2013 Financial, Real Estate

Zillow Has Little Room to Raise Prices, Is Largely Dispensable

Research Question: How do executives at large real estate firms view Zillow’s value? By: Susan Jennings Kantari Companies: MOVE, TRLA, Z Click here to download the report (.pdf)   Summary of Findings Nine of 10 sources—all executives at large real estate firms—view Zillow Inc. (Z) as dispensable given its lack of a unique offering amid a sea of […]

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PLCM’s Portfolio to Grow with Large Users, but Small Users Are Cautious

Research Question: Will an improved portfolio offering and a unique software solution lead to sales gains for Polycom in 2013? By: Reverdy Johnson Companies: AVSR, CSCO, GOOG, HKG:0763, LOGI, MSFT, PLCM, RVBD, SHOR Click here to download the report (.pdf)   Summary of Findings Ten of 11 equipment vendors and large corporate end users in the U.S. and […]

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Mellanox Will See Slow InfiniBand, Open Ethernet Growth in Enterprise

Research Question: Will Mellanox’s new Open Ethernet initiative and expansion of InfiniBand into new markets provide the company with significant market share gains this year? By: David Franklin Companies: BRCM, CSCO, EMC, IBM, INTC, JNPR, MLNX, ORCL, VMW Click here to download the report (.pdf)   Summary of Findings As in Blueshift’s Nov. 14, 2012, report, Mellanox Technologies […]

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J.C. Penney Whisper

J.C. Penney Whisper

Research Question: Will Ron Johnson’s ouster at J.C. Penney result in a turnaround for the company, or are Johnson’s missteps too much to overcome? Companies Covered: J.C. Penney (JCP) Report Available: Late May/early June 2013   Blueshift’s initial research reveals J.C. Penney has many questions on its hands regarding the direction of the company now that Ron […]

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Cruise Line Whisper

Cruise Line Whisper

Research Question: Will recent negative cruise industry publicity cause a lowering of bookings and prices for the remainder of 2013? Companies Covered: Royal Caribbean (RCL) & Carnival Corporation (CCL) Report Available: May 15, 2013   Blueshift’s initial research reveals conflicting expectations about cruise bookings and pricing for the rest of 2013.   Observations After the February Carnival disaster […]

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