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June, 2012  // Posts published in June, 2012

OpenStack Unproven, Unready to Take on CloudStack

Research Question: Is OpenStack on the verge of changing the cloud computing universe, or will it lose out to Citrix’s CloudStack? By: Reverdy Johnson Companies: AMZN, CTXS, DELL, GOOG, HPQ, IBM, INAP, MSFT, RAX, RHT, VMW Click here to download the report (.pdf)   Summary of Findings OpenStack is not on the verge of changing the crowded cloud […]

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Jun 28 2012 Food & Beverage, Retail

SWY’s Just for U Needs to Evolve Further to Alter Shopping Behavior

Research Question: Will Safeway revolutionize couponing and alter consumer behavior with its “Just for U” program? By:  Ryan Duck Companies: COST, SVU, SWY, WMT Click here to download the report (.pdf)   Summary of Findings Safeway Inc.’s (SWY) “Just for U” program will not revolutionize couponing or significantly alter consumer behavior anytime soon. Greater industry and consumer […]

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Digital Growing But Not Taking Ad Dollars, Local Media Slows in Q2

Research Question: How much of ad budgets will digital actually take from traditional media in the near term? Has the optimistic outlook for local markets continued into the second quarter? By:  Rachel Dangermond Companies: AOL, BLC, CBS, CCO, CMCSA, CMLS, DIS, FB, GCI, GM, GOOG, JRN, MSFT, MNI, NWS, NYT, SBGI, T, TWX, YHOO Click here to download […]

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MDM, Cloud Solutions Will Help Informatica to Grow But May Not Be Enough (INFA)

Research Question: What are the growth drivers for Informatica? By:  Guido Gualandi and  Reverdy Johnson Companies: CRM, IBM, INFA, MSFT, MSTR, ORCL, QLIK, SAP, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Informatica Corp.’s (INFA) growth prospects are in its new products, but these may not be enough to drive the company […]

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Jun 21 2012 Real Estate

CA’s Low Home Inventory Creates Bidding Wars, Higher Prices

Research Question: What read do housing industry suppliers and real estate professionals have on the housing market for 2Q12 and 2H12? By:  Susan Jennings Kantari Companies: DHI, FNMA, HD, KBH, LEN, LOW, TOL, WSM Click here to download the report (.pdf)   Summary of Findings California housing sales are exploding. Low inventory is creating bidding wars and […]

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Jun 15 2012 Communications

Cable and Syndication Benefit in 2012–2013 Upfront Season (CBS, CMCSA, TWX)

Research Question: Will weakness in major categories, such as auto, movies and wireless, push networks to go for volume over price in the 2012–2013 upfront season? By:  Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, GM, NLSN, NWS, SCOR, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings Total upfront spending has been […]

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Jun 14 2012 Healthcare, Retail

DMAA Users Will Stockpile, Find Alternatives If GNC, VSI Pulls Products (GNC, VSI)

Research Question: Would the removal of DMAA products slow GNC and VSI’s sales growth? By:  Susan Jennings Kantari Companies: AMZN, GNC, OTC:MSLP, VSI Click here to download the report (.pdf)   Summary of Findings Suppliers and industry specialists believe GNC Holdings Inc.’s (GNC) sales would fall as much as 6% if it were to remove methylhexanamine (1,3-dimethylamylamine […]

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Tempur-Pedic’s Simplicity Expands Customer Base, but Challenges Increasing (TPX)

Research Question: Will Tempur-Pedic’s new Simplicity line cannibalize its own more expensive products or expand sales? By:  Susan Jennings Kantari Companies: TPX, ZZ Click here to download the report (.pdf)   Summary of Findings The Simplicity line by Tempur-Pedic International Inc. (TPX) will not cannibalize its higher-priced mattresses. It also allows the brand to expand its customer […]

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Jun 14 2012 Semiconductors, Technology

Mellanox’s Short-Term Share Secure in InfiniBand, Building in Ethernet (MLNX)

Research Question: Will Mellanox continue to dominate and drive the market for InfiniBand and compete for share in the Ethernet market? By:  David Franklin Companies: AAPL, BRCD, CRAY, CSCO, EMA, IBM, INTC, MLNX, ORCLE, QLGC Click here to download the report (.pdf)   Summary of Findings † All 19 sources view Mellanox Technologies Ltd. (MLNX) as the […]

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Nielsen Retains Share But Responds Slowly to a Changing Market (NLSN)

Research Question: Is Nielsen’s Buy segment succumbing to competitive pressure from Visa, MasterCard and others data-analytics companies? By:  Reverdy Johnson Companies: AXP, EBAY, EPA:IPS, ETR:GFK, FB, GOOG, LON:TSCO, LON:WPP, MA, NLSN, RENT, SCOR, SPIR, V Click here to download the report (.pdf)   Summary of Findings Nielsen Holdings N.V.’s (NLSN) Buy segment market share is in a […]

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