Our latest research focuses on Viral Genetics (PINK: VRAL) for our sponsored research program. February 1, 2011.

We recently initiated coverage of Harris and Harris (NASDAQ: TINY) as a client of our sponsored research program.  January 10, 2011.

The 2009 Gilder Telecosm: The convergence of RealVR & Cloud Computing started here.  Major shift in our view.  December 2009.

Microsoft:  Windows 7 freshened outlook & calculations for Microsoft.  Providing a portfolio manager's picture.  December 2009, 2 pages.

A123 Systems Follow Up: We expanded on our initial IPO report using our own bottom-up forecasts for electric vehicles and A123 batteries.  November 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 critical component of IBM, this group deserves attention.  June 19, 2007, 12 pages.

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.