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As members of an independent, international investment research firm, the analysts at PGR are constantly in the mix - searching out and evaluating events, developments and trends across the industry sectors and markets that PGR covers. Outside the proprietary information we provide our clients, our analysts participate in the global public discussion related to PGR's areas of expertise. These topics may interest you as well. We encourage you to join the discussion.
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Primary Global Research BlogView commentary, opinions and thoughts of the PGR industry analysts. Main industries covered include Energy, Health Care and Technology.
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Technology
Unni Narayanan, Ph.D., CEO
Ishita Manjrekar, Energy & Industrials Analyst
Rajan Varadarajan, Ph.D., Networking and Telco Analyst
Laxmi Poruri-Madan, Software Analyst
Phani Kumar Saripella, Semiconductor Analyst
Bob Nguyen, Semiconductor Analyst
Health care
Renita Shah, Health Care Analyst
Allison Hsieh, Health Care Analyst
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Iron Ore Prices: Firm And Apt to Stay That Way
Under a fixed GDP growth plan, China is slated to produce over 600 million tons of steel this year. If China hits or nears that mark, demand for iron ore could reach record levels and spot prices could rise 40% over 2009 levels. Add the likelihood of higher export tariffs on iron ore from producing nations and the upward pressure on iron ore prices has momentum — enough to carry it through the first half of 2010 at least.
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Mobile Packet Core — Ready to Take off
Renewed interest in packet core networks over the past several months has generated new product announcements from infrastructure equipment vendors and touched off a round of acquisitions in the space as well.
I should say that packet core networks are not new. They’ve been used to backhaul IP data traffic to servers and other nodes on [...]
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Convergence in the Data Center’s Future
We are at the forefront of an exciting period for data center design and innovation driven by what is occurring in three separate-but-fast-converging market segments: co-location businesses, managed services vendors and cloud providers.
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