Hot Tickets From the Alliance Each week Alliance members submit "Hot Tickets" as a way of presenting new observations and ideas on investable opportunities to ChangeWave. Today we're focusing on railroad operators Genesee & Wyoming and Canadian Pacific Railway, software maker Autodesk, and on-demand printing from Xerox and HP, just to name a few. Read on to find out what you need to know. *Note: These Hot Tickets are for informational purposes only. They do not represent recommendations from ChangeWave. (1) Working on the Railroad WWS00546 writes: "Rising fuel and energy costs are having a ripple effect on the prices of most everything we use because of increased transportation costs. Railroad operators, such as Genesee & Wyoming (GWR), which transports coal, and Canadian Pacific Railway (CP) which transports commodities, are in a position to provide lower-cost transportation alternatives to trucks." (2) Backing Up Your Changes EME91851 writes: "There is an increasing value for data-handling and archiving software that tracks changes, but keeps all originals in a vault on the server. Versions accessed by workstations are only copies and are kept as revisions so you can always revert to an earlier version. Nothing is actually deleted or accidentally overwritten. Autodesk's (ADSK) Productstream software is the vendor my company chose to address this issue." (3) On-Demand Print Solutions KNG05509 writes: "While digital printing has existed for 15 years, it's just starting to reach the quality and speed thresholds needed to deliver products with significantly less waste and quality personalization. As such, the sector is moving away from offset production to on-demand and customizable print solutions, like variable data printing. Xerox (XRX), Hewlett-Packard (HPQ) and Oce are best-positioned to benefit from this trend." (4) Visit the Library Online SPA99635 writes: "The digitization of books and photography into databases allows old historical pictures and information currently in library archives around the country to be made available online. Innovative Interfaces Inc. has designed the Millennium library system, which opens a floodgate of previously untapped information to current library search engines." |