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March, 2011  // Posts published in March, 2011

Mar 31 2011 Retail, Services

Under Armour’s Charged Cotton Launch Slowed by Lack of Awareness (UA)

Research Question: Will Under Armour’s new cotton line, Charged Cotton, be a successful product launch, especially among women? By: Ryan Duck & Susan Jennings Kantari Companies: ETR:ADS, ETR:PUM, HBI, LULU, NKE, PSS, TBL, TGT, VFC, UA Click here to download the report (.pdf)   Summary of Findings Under Armour’s Charged Cotton launch has gotten off to a slow start […]


Western Digital and Seagate Not Shut Out of Nascent SSD Market (STX, WDC)

Research Question: Where do HDD giants Western Digital Corp. (WDC) and Seagate Technology PLC (STX) fit in the enterprise-class SSD market? By: David Franklin Companies: DELL, EMC, HIT, HPQ, IBM, INTC, NTAP, OCZ, SEO:005930, SNDK, STEC, STX, TYO:6502, VMW, WDC Click here to download the report (.pdf)   Summary of Findings Western Digital and Seagate were noticeably absent […]


Loved or Not, OpenTable a Necessity for Restaurants (OPEN)

Research Question: What do restaurants think about OpenTable Inc. (OPEN), and would any restaurant switch if faced with a fee increase from OpenTable or a cheaper alternative? Companies: OPEN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Nine of 10 restaurant sources using OpenTable view it as a valuable service responsible for […]


Unbanked Ranks to Grow, Wal-Mart and Green Dot Lead (GDOT)

Research Question: Which retailers will lead in developing financial services for the growing number of “unbanked” customers, and which alternative financial companies will benefit? By: David Franklin Companies: BBY, GDOT, NTSP, MGI, SHLD, TYO:3382 WMT, WU Click here to download the report (.pdf)   Summary of Findings Demand for alternative financial services for the unbanked and underbanked is […]


Alcatel’s Optical Switching a Growth Area in Network Build (ALU)

Research Question: Where does Alcatel-Lucent stand with regard to the optical build to solve current mobile phone and Internet congestion issues? By: Reverdy Johnson Companies: ADTN, ALU, CLWR, CSCO, ERIC, ETR:SIE/SI, GLW, GOOG, HEL:NOK1V/NOK, JNPR, IBM, LVLT, PCS, Q, QCOM, S, SEO:005930, T, TYO:5802, TYO:6702, VZ Click here to download the report (.pdf)   Summary of Findings Alcatel’s […]


Bristol-Myers Squibb’s Ipilimumab Update (BMY)

Research Question: With the March 26 PUDFA date approaching, is ipilimumab (IPI) still on track to become a first-line treatment and possibly much needed blockbuster drug for Bristol-Meyers Squibb? Companies: Bristol-Myers Squibb Co. (BMY) Click here to download the report (.pdf)   Summary of Findings Update Two European physicians interviewed think ipilimumab will be approved by the […]


Mar 22 2011 Retail, Services

Best Buy’s Buy Back Program Just Getting Off The Ground (BBY)

Research Question: Is Best Buy’s “Buy Back Program” being adopted by consumer electronics customers? By: Reverdy Johnson Companies: AAPL, AMZN, BBY, COST, EBAY, SEO:005935, SEO:066570, TYO:6502, tyo:6752, TYO:6758/SNE, WMT Click here to download the report (.pdf)   Summary of Findings Stores and customers estimate 10% of customers are purchasing Best Buy’s Buy Back Program, providing incremental cash and […]


Mar 17 2011 Basic Materials, Chemicals

Monsanto Gains Share with Price, Battles with Pioneer for More (MON)

Research Question: Will Monsanto’s lower seed prices and customer loyalty programs continue to help the company regain lost market share? By: David Franklin Companies: DD, DOW, MON, SYT Click here to download the report (.pdf)   Summary of Findings Monsanto has experienced some market share recovery with its lower prices for corn and soybean seeds. Share gains likely […]


Mar 17 2011 Services, Travel & Leisure

Higher Airfares, Capacity in Europe Bigger Issues Than Civil Unrest (CCL, RCL)

Research Question: Will the current unrest in the Middle East and North Africa deter European and U.S. travelers, causing cancellations and postponements for cruise lines and potentially driving up travel costs? By: Susan Jennings Kantari Companies: CCL, RCL Click here to download the report (.pdf)   Summary of Findings Cruises typically are booked at least six months in […]


Mar 15 2011 Semiconductors, Technology

Spansion’s MirrorBit Not Adopted in NAND Market (CODE)

Research Question: Will the flash memory market migrate to Spansion Inc.’s (CODE) charge-trapping MirrorBit technology? By: Reverdy Johnson Companies: AMD, CODE, INTC, MU, SEO:005935, TYO:6502, TYO:6665 Click here to download the report (.pdf)   Summary of Findings Sources expressed doubt that Spansion’s current charge-trapping technology can successfully break into the NAND market. They question whether it can match […]