WayPoints Briefs 10.1

   Briefs_10.1.pdf (92 Kb)

“Consumer technology sales are broken. Retailers' traditional approach of lining up racks of products at the lowest price isn't cutting it. Digital experiences are too complex, and technology is changing too rapidly … Apple's legacy is not just about cool products; it's about recognizing the need for an end-to-end digital experience.”…MacDailyNews blog quoting Forrester’s VP Ted Schadler

In Waypoints 10.0 this week:

• About Change: The “Emerging Embarrassment” Investment Philosophy: If we can figure out what will be the biggest sources of society’s embarrassment in the next 5yrs, we can make a lot of money. So, what technologies will we be embarrassed about not having adopted in 2011? 
  

• Stocks in Focus: We dig into our Digital Demographic Revolution theme …

• Apple: Is it just a “hot product” company?  And just how important are these retail stores?
  
• Salesforce.com: What will it take for CRM to grow into its 150x valuation? 
• Semiconductors: Why did large caps outperform in 2005? 
• Upcoming Catalysts: MacWorld; Sun Earnings; Intel & AMD Earnings; ACS Earnings.

• Always-On: From Couch Potatoes to Mashed Potatoes. … full blog available at  www.alwayson-network.com