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April 8, 2008
Discover Diners Club acquisition a coup
Analysis of: Discover Taps Diners Club as Diversifier | www.americanbanker.com
Author: GLG Expert Contributor
Analysis of: Discover Taps Diners Club as Diversifier | www.americanbanker.com
Author: GLG Expert Contributor
Discover continues to play a relatively weak hand well against American Express, MasterCard and Visa. In Diners Club it acquired a meaningful international acceptance network, increased visibility and volume for its underappreciated network business, and added a payment brand decidedly different from...
April 7, 2008
Global Solar Cell Market Grows 62% Amidst Reliance on Poly-Silicon
Analysis of: Worldwide Solar Market Grows By 62% in 2007 - Solarbuzz Report | www.semiconductor.net
Author: GLG Expert Contributor
Analysis of: Worldwide Solar Market Grows By 62% in 2007 - Solarbuzz Report | www.semiconductor.net
Author: GLG Expert Contributor
Increases in inflation reaching the level of 4%, along with a 10% rise in oil prices, have not helped an already weak semiconductor industry; however, the solar industry is less sensitive and may even gain as a result with increased emphasis on reducing dependence on oil supplies and the conversion...
April 1, 2008
AllScripts - Misys Merger Investment analysis
Analysis of: Misys/AllScripts Merger - A bright future for a new company? | www.healthcarefinancenews.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
AllScripts - Misys Merger Investment analysis
Analysis of: Misys/AllScripts Merger - A bright future for a new company? | www.healthcarefinancenews.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Short term pain long term gain? In my opinion, only within the sphere of Misys existing clients. Neither Misys nor Allscripts have been very good at marketing to non-customers.
April 1, 2008
“Credit Card Fair Fee Act of 2008” Would Devastate Card Payments Industry
Analysis of: Credit-Card Wars | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Credit-Card Wars | online.wsj.com
Author: GLG Expert Contributor
Congress is on the brink of causing enormous damage to the card payments industry. The “Credit Card Fair Fee Act of 2008” would convert it into a regulated public utility. Small merchants’ access to MasterCard and Visa products would be curbed. Cardholders would pay more. And, card issuers, the networks...
March 31, 2008
GE has started to dismember the house Dave Nissen built
Analysis of: GE Deals Shrink Consumer-Finance Unit | online.wsj.com
Author: GLG Expert Contributor
Analysis of: GE Deals Shrink Consumer-Finance Unit | online.wsj.com
Author: GLG Expert Contributor
The world’s largest consumer finance story GE Consumer Finance (GCF) is entering the final chapter. The first two morsels of GCF’s $175 billion assets spread across 50 countries have just been sold. The next two years will see a feeding frenzy as FIs acquire bits of GCF, bulking up in particular markets,...
March 31, 2008
MEMS are HOT ! - Jump On Board Now
Analysis of: Strong Sensor, Actuator Market Driven By MEMS Technologies | www.semiconductor.net
Author: GLG Expert Contributor
Analysis of: Strong Sensor, Actuator Market Driven By MEMS Technologies | www.semiconductor.net
Author: GLG Expert Contributor
Sound reasoning can explain the success of the MEMS industry over memory and other lower growth segments of semiconductors. Part of the successful performance financially of MEMS technology has been the fact that it is less capital intensive than logic or memory device processing, since it does...
March 31, 2008
Diversion dilema will only continue
Analysis of: Code-red situation has local hospitals diverting patients | seattletimes.nwsource.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Diversion dilema will only continue
Analysis of: Code-red situation has local hospitals diverting patients | seattletimes.nwsource.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
This is an early indication of a problem that will continue to present itself at hospitals around the country. Two main causes drive this phenomenon: As nursing homes continue to close, there are fewer long term care beds available, which means hospitals can't get their patients out of badly needed...
March 31, 2008
Belive it when you see it
Analysis of: Allscripts and Misys Healthcare to Create a Leader in Physician Solutions | www.smartbrief.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Belive it when you see it
Analysis of: Allscripts and Misys Healthcare to Create a Leader in Physician Solutions | www.smartbrief.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Allscripts was a darling while they could show growth of their EMR product over the past years, but a majority of this growth was likely due to their partnership with IDX. Misys has been struggling in the Healthcare marketplace for a number of years, showing no growth and an erosion of their Practice...
March 31, 2008
Regulatory tide continues to threaten Visa and MasterCard
Analysis of: EU Probes Visa Europe Over Fees: New Antitrust Action Looks for Cartel Signs; The MasterCard Case | online.wsj.com
Author: GLG Expert Contributor
Analysis of: EU Probes Visa Europe Over Fees: New Antitrust Action Looks for Cartel Signs; The MasterCard Case | online.wsj.com
Author: GLG Expert Contributor
Regulators in Europe and elsewhere will continue to ratchet up their interference in the global card payment networks’ business unless and until MasterCard and Visa (V) find effective strategies to stonewall or deter them. While no regulation contemplated would put the networks in the “death spiral”...
March 27, 2008
Misys replaces IDX
Analysis of: Allscripts, Misys announce merger | www.healthcareitnews.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
Misys replaces IDX
Analysis of: Allscripts, Misys announce merger | www.healthcareitnews.com
Author: James Leonard, Chief Information Officer, The Regional Medical Center at Memphis
This is an acknowledgement that a majority of AllScripts' EMR business was generated by their now defunct partnership with IDX. It is also an acknowledgement that AllScript's purchase of A4 did not fill the void caused by the departure of the IDX relationship after IDX was purchased by GE (who have...
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