Recent Techno
Death and the Economic Crisis -- the Other Economic Crisis
Posted from Paul Kedrosky's Infectious ... 1 day 9 hours ago
Fully Deluded : Techno
A year ago, most public “death care” companies were reporting mysterious drops in the number of funerals they were performing, but now things have improved and some are seeing growth close to long-term trends. ... Houston-based SCI was so puzzled by the downturn that it hired outside consu... (original story)
The Case for Commercial Real Estate
Posted from Paul Kedrosky's Infectious ... 1 day 9 hours ago
Fully Deluded : Techno
From Michael Cembalest at JPMorgan, the case for commercial real estate: THE STOCK ARGUMENT FOR COMMERCIAL REAL ESTATE One CEO panelist whose company runs 20 mm sq ft of retail also owns 30 mm sq ft of office space. He’s optimistic: he notes the smaller oversupply problem compared to ... (original story)
Interview with James Montier: Decision-making, Permabears, etc.
Posted from Paul Kedrosky's Infectious ... 1 day 9 hours ago
Fully Deluded : Techno
Two-part interview with the estimable James Montier, ex- of SocGen and now of GMO. Smart guy. Good musings. Worth reading. Part 1 Part 2 (original story)
Readings: Canada, Cash, Pensions, Spreads, etc.
Posted from Paul Kedrosky's Infectious ... 1 day 9 hours ago
Fully Deluded : Techno
Canada Posed To Scrap Impediment to U.S. Venture Investment (Source) Public Pensions Are Adding Risk to Raise Returns (Source) East Europe Leads Stock Gains Since Post-Lehman Low (Source) Fannie Mae Mortgage-Bond Spreads Fall to Record (Source) S&P Rally Slowed by Fastest Cash Dep... (original story)
Cisco Unveils CRS-3 Router; Focused On Video Transmission
Posted from BARRONS.com: Tech Trader Daily 1 day 9 hours ago
Fully Deluded : Techno
Remember how Cisco Systems (CSCO) was promising to change the Internet forever? The magic today has been unveiled: it’s a new router. Cisco this morning announced the CRS-3 “carrier routing system,” a new router intended to be “the foundation of the next-generation Internet,&... (original story)
LIVE: Cisco's Epic Announcement That Will "Change The Internet Forever" (CSCO)
Posted from Silicon Alley Insider 1 day 10 hours ago
Fully Deluded : Techno
Last month, Cisco told the world to get ready for a major announcement that would "forever change the Internet and its impact on consumers, businesses and governments." Well, the wait is finally over. Will Cisco live up to its hype? Read the rest of this story »See Also:Cisco Buys Tandberg For... (original story)
AOL Third Screen Refugees Land On Their Feet -- Together (AOL)
Posted from Silicon Alley Insider 1 day 10 hours ago
Fully Deluded : Techno
From the moment we reported in December that every engineer from AOL's Third Screen Media took buyouts to quit the company, we were inundated with requests from other companies asking us how they could reach out to those folks and maybe even hire them. Now we know the winner in the Third Screen Medi... (original story)
Hulu Now Gives You The NFL (GE)
Posted from Silicon Alley Insider 1 day 10 hours ago
Fully Deluded : Techno
We told you Hulu was going to beef up its football content thanks to a new NFL network partnership. Now all that new content is online! Hulu added more than 400 hours worth of NFL content to its site this week,and plans to add 600 more hours of football-related clips before the NFL season kicks off,... (original story)
Less Than 20 Minutes Until Cisco Changes The Internet Forever
Posted from Silicon Alley Insider 1 day 10 hours ago
Fully Deluded : Techno
Save your work! The brand new Internet is coming in just 16 minutes. Read the rest of this story »See Also:Only Two Hours Until Cisco Changes The Internet FOREVERCisco Wants To Kill Your Cisco Set-Top Box With Another Cisco Set-Top BoxCisco Making 'Major Technology Announcement' To 'Forever Cha... (original story)
Broadwind Rises; J.P. Morgan Launches With Overweight Rating
Posted from BARRONS.com: Tech Trader Daily 1 day 10 hours ago
Fully Deluded : Techno
Broadwind Energy (BWEN) shares are trading higher this morning after J.P. Morgan analyst Christopher Blansett launched coverage of the wind energy equipment supplier with an Overweight rating and $6.50 price target. The stock closed yesterday at $5.11. “We believe wind industry fundamentals ar... (original story)
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