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October 7, 2008
Offshore Outsourcers Hurt by Financial Meltdown
Analysis of: Offshore Outsourcing: What Role Will the Recession Play? | www.cio.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
As the economy contracted many thought that would actually help offshore outsourcing, as the effort to reduce costs would drive more business their way.  Judging from early returns, that doesn’t appear to be the case.  On the contrary, this may well be the beginning of a sea change in the...
October 7, 2008
Is Tech a Safe Haven Today?
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
No segment of the market is completely safe from economic woes, but key tech players are as well positioned as any to weather the storm.  This is the time to choose carefully among investments, but the tech arena today boasts solid investment choices among both large and small companies. ...
September 24, 2008
Mobile Will Weather the Storm
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.
Cliff BellSeptember 23, 2008
Oracle's future tied to integration and economy of Scale
Analysis of: Oracle Flies High Above Wall Street's Carnage | www.businessweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Oracle received its major revenue from Maintenance. 2.  Greater efficiencies will be gained inisde of Oracle to improve operating margins
September 18, 2008
RIM Continually Searching for Growth
Analysis of: Pre-paid B'Berry services soon | www.business-standard.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.
September 16, 2008
RIM Beware: Consumer Segment is Appealing but Risky
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.
September 15, 2008
Google’s Gmail Threat to Excchange
Analysis of: Google's Office Intrigue | www.forbes.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Google’s free consumer Gmail has gained a large and loyal following.  Google would like to leverage that to dethrone Microsoft Exchange in enterprises.  While Microsoft should be careful not to underestimate the threat, Google faces formidable challenges, not least of which is security.
Mark MariottiSeptember 15, 2008
Southern California Mortgage Lending Rates Drop
Analysis of: Mortgage market improves with new market-leading deals | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Effective immediately after the Fannie/Freddie take over, the DITECH origination service of Cerberus' GMAC Financial Services launched a television campaign to offer 5.5% interest rate mortgage loans.
Mark MariottiSeptember 15, 2008
The Bear Sterns Equity Strip Model
Analysis of: Lehman Brothers faces Korean takeover bid | www.timesonline.co.uk
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Unlikely that a suitor firm will take over Lehman directly by itself without assistance, perks or partners. As you may recall Bear Stearns in a similar situation, and remember that the Feds had to lend and assist JP Morgan with the acquisition.
September 12, 2008
SMS - The Little Engine That Keeps Driving the Mobile Industry
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.

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