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May, 2012  // Posts published in May, 2012

May 10 2012 Banking, Financial

Consumer Lending Explodes in Q1; Commercial Lending Sees Positive Signs

Research Question: Have lenders turned the corner on their conservative lending approach, and do businesses and consumers have access to more credit? By:  Susan Jennings Kantari Companies: BAC, C, JPM, WFC Click here to download the report (.pdf)   Summary of Findings Credit availability for credit cards, auto loans and mortgage refinancing has increased as much […]


Lululemon Craze Has Not Peaked, Thanks to Crossover Styling (LULU)

Research Question: Has the Lululemon yoga clothing craze peaked? By:  Ryan Duck Companies: FRA:ADS, GPS, HBI, LULU, NKE, TGT, UA, VFC, WMT Click here to download the report (.pdf)   Summary of Findings The craze for Lululemon Athletica Inc. (LULU) clothing has not peaked, and the brand’s popularity is expected to further increase this year. Lululemon continues to […]


HANA, Exalytics Adoption Slow, Market Focuses on Hybrid DB Solution (SAP, ORCL)

Research Question: Which is the best in-memory database to handle big data? By:  Guido Gualandi and  Reverdy Johnson Companies: ETR:SAP/SAP, FRA:SOW, IBM, INFA, MSFT, ORCL, QLIK, TDC Click here to download the report (.pdf)   Summary of Findings The in-memory database market continues to develop and has no runaway winner. Sources reported numerous and varying client needs […]


Lumia 900 to Help Secure Third Place for Nokia and Microsoft (NOK, MSFT)

Research Question: Will the Lumia 900 be a breakout for the Nokia/Windows partnership and capture some of the smartphone market from the Apple and Android operating systems? By:  Reverdy Johnson Companies: AAPL, AMD, FRA:DTE, GOOG, INTC, KS:005930, MNI, MSFT, NOK, QCOM, S, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf) Summary of Findings Sales […]


Bonus Depreciation Reduction Will Lower Capex Year to Year

Research Question: How will a 50% reduction in bonus depreciation affect capital equipment expenditures in the healthcare, machinery and technology industries? By:  David Franklin Click here to download the report (.pdf)   Summary of Findings Fourteen of our 21 primary sources expect capital expenditures to be lower in 2012 than in 2011 because of the 50% reduction […]