Arnie Berman, the Chief Technology Strategist and head of telecom/media/technology research at SG Cowen, is one of the more creative tech analysts working on Wall Street today. I’ve been a long-time fan of his work, going back to when he was at Soundview. On January 14, Berman and the TMT team released their “Top 10 Potential Surprises for 2008.” It’s a really clever report filled with contrarian predictions. Among my favorite:
* Telcos will capture 20% to 25% share of the TV market in the homes they pass with Internet connections, compared to the consensus view of 3% to 5%, converging valuations of telecom and cable companies.
* A slowing economy slams On Demand software providers such as Salesforce.com and Concur, sending shares down as much as 30% to 50%.
* Corporations begin to adopt Google Apps Premium, driving 10% to 20% appreciaiton in the search giant’s stock.
What are your top surprise predictions?
HOW TO BUY CREATIVE CAPITAL: To pre-order Creative Capital, click here to go to Amazon.com.
Tags: Arnie Berman, Concur., Google, Internet TV, Salesforce.com, SG Cowen, telecom, Top Tech Surprises
Creative Capital 
Leave a Reply