Archive for the ‘Top 10 Potential Tech Surprises for 2008’ Category

Top 10 Potential Tech Surprises for 2008

January 16, 2008

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?

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