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Sydney Williams  

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  • Will Biosimilars Alter Biotech Landscape? [View article]
    Read Steven Grossman's full article, "Anticipating New Strategies to Gain FDA Approval of Biologics", here: www.lyceumassociates.c...
    May 4, 2010. 07:42 AM | Likes Like |Link to Comment
  • Health Reform Aside, Healthcare Industry Still Faces Major Challenges [View article]
    Unlike Electronic Health Records (EHRs), there are no incentives for ICD-10 implementation. The transition will be extremely complex. For example, according to an HHS news release, whereas ICD-9 has only one code for angioplasty. "ICD-10 provides 1,170 coded descriptions, with a granularity that pinpoints the location of the blockage and the device used for each patient." Also, HHS is mandating that all entities covered under HIPAA (essentially everyone in health care) adopt a new version of transaction codes by 2012, called HIPAA 5010 (current version: 4010). These codes—used in claims processing and remittance—are a prerequisite for ICD-10 implementation, and will likewise require considerable upgrade efforts. While the long-term benefits could be enormous, the near-term perfect storm of simultaneous EHR and ICD-10/HIPAA 5010 implementation is likely to stress provider workflow and payer-provider communication. In many ways, this situation's urgency is comparable to ERP implementation prior to Y2K. Read more at
    Jan 21, 2010. 08:58 AM | Likes Like |Link to Comment
  • Nearing a Market Top [View article]
    Many thanks for your kind comment. The point of drawing comparison to June 1975 and January 1983 is the similarity in market performance. These two months and August 2009 alone comprise the top 30 performing 117-day trading periods. (See expanded chart in my Instablog.) This exercise should include not just economic fundamentals, but also socioeconomic factors to the extent they impact risk premiums. The fact that June 1975 and January 1983 more closely resemble each other than August 2009 is significant, if we are going to project forward. We might even ascribe a higher risk premium to today's market given the degree to which August 2009 does not parallel these two prior periods, and the uncertainty that goes with this.

    On Aug 24 09:45 AM Tony Petroski wrote:

    > Not sure how the quoted paragraphs support your thesis, but it's
    > always nice to spice up an article with some old politics. You are
    > on the right track, keep going.
    Aug 24, 2009. 01:33 PM | 1 Like Like |Link to Comment
  • A Sudden Appetite for Web Based Computers [View article]
    Excellent point. You're absolutely correct about the software's inefficiency. My comment merely relates to the financial impact on MSFT (and INTC). That in supplying Windows XP to 80-90% of the units shipped, MSFT has offset – to an extent – slower sales in its traditional segments. Margins, though, are lower, so the benefit does not translate fully to the bottom line. Reason, too, why Linux should benefit.

    Why Linux hasn't been more successful already is another question.

    On Jul 22 01:57 PM casey00001 wrote:

    > Sydney: You mention Microsoft as benefiting from Netbook Computers.
    > This is not true. Microsoft software is a resources hog, especially
    > in memory but also requiring 4-8GB hard drive space or more just
    > for the operating system. Most of the netbooks use solid state
    > hard drives and microsoft operating systems burp and choke on them.
    > The real winner in the netbook arena is Linux Software and especially
    > Ubuntu (free software package that includes Open Office). These
    > Linux software packages can run very well on as little as 512mb memory
    > and a 4gb solid state(ssd) drive. The low overhead and free software
    > make a perfect marriage for netbooks.
    Jul 22, 2009. 05:49 PM | Likes Like |Link to Comment
  • What Price Stability Means to Market Sentiment [View article]
    Whether the causal the relationship occurs the opposite way – where changes in the VIX explain changes in the TIPS spread – or is as we've presented it would depend on the connection between debt and equity markets. During the September to March period, many factors impacted the equity market including government controls (short-sale ban) and shift in money flows (mass redemptions). Deflation concerns also weighed in. And now, there's considerable debate on the prospect for runaway inflation. Sentiment, to me at least, appears to be reacting to this.
    Jun 1, 2009. 08:45 AM | Likes Like |Link to Comment