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Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: Mortgage applications up, FHA index climbs more (www.reuters.com)
Current 'so called' mortgage metrics are not necessarially useful now or in the future. Ratios and numbers can always leave room for interpretaion and misdiagnosis.   Definately positive refi action is taking place for the strapped borrowers and principal committed investors; the GSE's should keep...
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: WaMu Ditches the Wholesale Mortgage Biz (www.businessweek.com)
a) Ease investor anxiety NOW   b) Secondary Mortgage Market Investors have been worried that recent data indicate a slowing economy, which would continue to cut into potential profit growth and actual principal at some of the nation's biggest mortgage companies, and portfolios.
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Airline Deal Isn't Done Yet (online.wsj.com)
The airline free market has been a mixed blessing at best. With the air transportation system so vital the the economic welfare of the USA, it is time to evalute alternative solutions to the airline pricing mess. Airlines must not be subsidized by their shareholders to act irresponsibly with capital....
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: WaMu Ditches the Wholesale Mortgage Biz (www.businessweek.com)
a) it does appear that the independent mortgage broker is going the way of the independent insurance agent and the independent fee based financial planner b) technlogy will be key in providing the independent mortgage broker, the acutal end-user (borrower) and actual owner-buyer-investor of...
Mark Mariotti, CEO
Mark Mariotti, CEO
Future Management Holdings Inc
Analysis of: Study: subprime crisis spurs lawsuits (money.cnn.com)
a) existing federal, state amd municpal compliance check and balances exist b) move Rating Agency solutions to subprime mortgage losses in the large secondary market traunces into the origination systems & procedures
James Meyers, MS. EBA, Chief Executive Officer
Alpha Media
Analysis of: Downloads king as iTunes tops U.S. music retailer (www.reuters.com)
1. Fox and Paramount “experiment” with new release sales on iTunes      2. Studios have hesitated to offer new releases for sale on iTunes due to pricing fears and the fear of Apple becoming al too powerful.
Lee Baler, Associate Media Director
Digitas Inc.
Analysis of: News Corp., AOL Pursue Yahoo Deals (online.wsj.com)
A recent piece in Forbes was titled, Micro Who? Google Rules The Ad Roost. Basically the longer this goes on, the better it is for Google. while it doesn't hurt Google to see their competitive set take whacks at each other, this is the same Google who needs to find more balance in their overall offerings....
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: CDN Highwinds Raises $55 Million, Targeting Resellers (blog.streamingmedia.com)
In March, Highwinds announced it had raised $55 million from General Catalyst Partners and Alta Communications. Highwinds plans to use the capital to do additional build out of their network named "RollingThunder" which includes a CDN offering.
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: CDNs Getting Ready To Benefit From Higher Bitrate Content (blog.streamingmedia.com)
Of all the calls I do with analysts, money managers and others tracking the content delivery market, rarely do those I speak with ask about video birates. For me, the growth of the content delivery market and the very success of the CDNs relies heavily on the trend we see developing for increased bitrates....
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: P2P Vendors Struggling, CDNs Not Interested In Adopting (blog.streamingmedia.com)
About six months ago, I was really convinced that P2P might start to get some traction in the new year and that we would see some content owners commit to the technology. But aside from the Pando Networks and NBC deal, as we enter Q2 not much has transpired from the end of last year. P2P networks are...

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