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April 30, 2008
Mobile Voice and Data Share the Throne
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data.  Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience...
Shawn BurgessApril 29, 2008
The storage burden
Analysis of: Storage Earnings Going Nowhere but Up, Up and Away | blogs.eweek.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
Storage demands continue to growth in the wake of digital growth and evolution. Digital storage management requires a prudent approach to life-cycle management.
Cliff BellApril 29, 2008
Internet economy softens the downturn
Analysis of: Internet Economy Looks Strong, Some Experts Say | www.cio.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  A downturn is the US alone can has less impact on web-based companies. 2.  US is the leader in the online community
Mark MariottiApril 29, 2008
If history teaches us anything... it teaches us NOT to predict the future.
Analysis of: Is now the time to aggressively buy semi stocks, i.e. is the bottom of the cycle near? | www.edn.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
But the future can be managed. We can look at the past cycles and then extrapolate forward potential probabilities. When markets contract, they can keep contracting to oblivion. But the probabilities of markets which are infrastructure tested, tried and true, tend to rebound. Demand growth and upgrades...
Mark MariottiApril 28, 2008
Rotation continues towards Internet commerce.
Analysis of: Internet Economy Looks Strong, Some Experts Say | www.cio.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Many factors, such as; convenience,  better fraud protection, acceptance,  user interface improvements, peer reviews, dysfunctional brick and mortar stores, high transportation costs all contribute to the growth of Internet commerce. The list is very short which tracks products and services...
Cliff BellApril 28, 2008
Convergence of Applications sharing causes growth in storage
Analysis of: Storage Earnings Going Nowhere but Up, Up and Away | blogs.eweek.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  The more data that can be shared, the more data we want. 2.  New types of storage increase data collection at the source.
Mark MariottiApril 28, 2008
Trading is a transaction based model
Analysis of: TD Ameritrade 2Q profit rises 32 percent on trading activity | biz.yahoo.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
Whether markets are up or down - if a trading company such as TD Ameritrade (merged from many different trading companies and platforms), Scottrade, Schwab, Knight, etc runs their business efficiently, trade volume effect growth.Seems that towards the end (long trade exits - short...
April 23, 2008
Net Neutrality Debate Not Going Away
Analysis of: Virgin Media May Ignore Network Neutrality | www.eweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.
April 22, 2008
Microsoft and Retail - Tempting but Risky
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.
Cliff BellApril 22, 2008
Privacy and community gets redifined on-line
Analysis of: Blockbuster sued over Facebook Beacon information sharing | www.computerworld.com
Author: Cliff Bell, Chief Information Officer, Infogain Corporation
1.  Sharing of information from one service to another needs to be thought out. 2.  The viral nature of online business causes the rewriting of new rules.

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