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 some of the biggest industry shifts occurring during the next 12 months. 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.
(Question asked: What do you think will be the most surprising shift or advancement in your industry during the next 12 months?
(A) Computer Hardware and Networking
RAI60141 writes: "There is greater acceptance by our customers of non-Microsoft (MSFT) operating systems, including Linux. This is driving overall product costs lower."
(B) Communications, Media and Publishing
RIC74227 writes: "We are a printer/publisher of scientific and technical journals. Rising paper prices and shipping costs are accelerating our move to online-only publishing."
(C) Education and Training
EAB70219 writes: "We see an increasing adoption of e-learning services -- which is finally approaching the pre-2000 predictions in terms of market share. Energy-related issues will help to exacerbate this shift."
(D) Energy and Utilities
RST00456 writes: "We have insufficient manpower to complete all the new projects, and we are unable to attract enough new people due to the current housing environment."
(E) Government
ALN98201 writes: "There is an emphasis on using collaborative software tools to reduce travel and increase worker productivity."
(F) Healthcare
MRA82042 writes: "Businesses are requiring HMOs to include more-specific coding for services to better monitor costs. Also, some businesses have been shifting medical coverage costs beyond the basics to employees."
(G) Telecommunications
STE5779 writes: "We'll see an accelerated move to 3G due to the Apple (AAPL) iPhone and new Research In Motion (RIMM) phones."
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