Selected Research Samples

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Initiation of coverage StrikeForce Technologies New Infomation Security Solutions. August 16, 2011.

Harris & Harris Company Update. Nanotech Success Continues. July 29, 2011.

Cloud: Initiation of coverage of SMTP, Inc. (OTC: SMTP) Email Delivery Networks. May 3, 2011.

NanoTech: Harris & Harris NanoTech Renaissance. Apr 28, 2011.

RealVR: Initiation of coverage of Cinedigm (NASDAQ: CIDM) a micro-cap play on digital cinema. Apr 13, 2011.

Internet: Demand Media (NYSE:DMD) and the "crapification" of the Internet. A pre-IPO research note. Feb 14, 2011.

NanoTech: Initiation of coverage of Harris and Harris (NASDAQ: TINY) a diversified nano/bio play.  Jan 10, 2011.

October Posted Research Summary. MediaMind, Micron, MIPS, & Motorola. Oct, 2010.

September Posted Research Summary. Research in Motion, Nokia, Motorola, Kenexa & The Knot. Sep, 2010.

RealVR: A Pre-IPO look at RealD (NYSE: RLD). Leading the 3D cinema deployment wave. Jul 14, 2010.

Connected Car: An updated look at A123 Systems. Market views & and the ecosystem. Jun 7, 2010.

EnergyTech: Silver Spring Networks. Software for the Smart Grid. May 5, 2010.

FinTech: Financial Engines (NASDAQ: FNGN). Automating Investment Allocations. Apr 30, 2010.

Internet: Brightcove. Commercial Internet Video Infrastructure. Mar 31, 2010.

The 2009 Gilder Telecosm: Notes on the convergence of RealVR & Cloud Computing.  A Big Shift.  Dec 2009.

Microsoft Snapshot:  Windows 7 could be a catalyst to better valuation if management can execute.  Dec 4, 2009.

Nvidia Opportunity: Major industry shifts spell opportunity for Nvidia, in position to capitalize from visual computing.  January 29, 2009, 5 pages.

Mobile Internet Update: A quick update on the segment and more detail to our positive view of Palm.  September 4, 2008, 1 page.

Iron Mountain (IRM) made of paper: Analysis shows poor fundamentals & optimistic positioning.  We estimate - $19.  March 17, 2008, 2 pages.

IBM Software - Tactical complement or strategic linchpin?: A big part of IBM success.  Jun 19, 2007.

May 2007 Research Monthly: .NET, Vista vs. Apollo vs. Open Source, SOA Update, MEMC, Story updates, Adoption watch.  May 31, 2007, 8 pages.

April 2007 Research Monthly: What would Godel do? Silicon is the new black.  Virtualization. Oracle SaaS. April 30, 2007, 8 pages.

March 2007 Research Monthly: Simons Law (Moore's Law for Energy), AT&T, 3Com, Web20 and Random Bits. March 30, 2007, 7 pages.

February 2007 Research Monthly: New Software Architecture, WordPress, Zimbra, Data and Information, Web2.0. February 26, 2007, 8 pages.


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