Category Archives: Articles and Publications

Investopedia Article: Don’t Blame Big Data for Pollsters’ Failings (AAPL, GOOGL)

On Wednesday, Nov. 9, the New York Times’ Jim Rutenberg wrote, “All the dazzling technology, the big data and the sophisticated modeling that American newsrooms bring to the fundamentally human endeavor of presidential politics could not save American journalism from yet again being behind the story, behind the rest of the country.” But was mis-calling the election

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David Garrity and Leo Hindery on ‘Conversations with Investopedia’ – Cable Veteran Casts Doubt on AT&T/Time Warner Merger (T, TWX)

To watch the video, please click here. In a video interview for Investopedia, Hindery is doubtful that regulators would permit AT&T to funnel Time Warner’s vast content through its extensive distribution network, which includes Direct TV satellite service. While such vertical integration is the biggest motivation behind the deal, Hindery points out that regulators forced

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David Garrity on BNN: Note 7 fiasco means Samsung’s AI ambitions also in question

GVA Research CEO David Garrity tells BNN why he’s expecting Samsung to lose $5 billion in operating profit next year, why Apple is poised to benefit the most from the situation and how this could impact other segments of Samsung’s business. Please read David’s Huffington Post article for more information on this news.

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Conversation with Investopedia: David Garrity Interviews Mohamed El-Erian

David  recently had the chance to sit with Dr. Mohamed A. El-Erian, the chief economic advisor to Allianz (ALV.DE), the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. El-Erian chairs President Obama’s Global Development Council and is a columnist for Bloomberg View and a contributing editor at the Financial

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GVA Research on BNN: Smaller iPhone seems geared to China

Read more about David’s thoughts in his Investopedia article: Apple Will ‘Loop Us In’ on a New, Tiny iPhone Monday (AAPL)  

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GVA Research on BNN: LinkedIn shares decimated and MFST Data Centers Under The Sea

Tech – Innovation By MSFT Offers Path To Expanding Datacenter Capacity With Low Operating Cost & Minimal Carbon Footprint: While investors may be distracted by the ongoing stock market turbulence, there is a positive development of long-term significance from MSFT with significant implication for increasing data center capacity at substantially lower investment and operating cost

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GVA Research on Bloomberg Radio: “Taking Stock” Special Extended Market Coverage

Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage  (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo.  Header Photo

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Twitter: Tank or Takeoff And The Rise of Internet Curation Engines

While TWTR’s turnaround most certainly requires greater clarity as to who will be its dedicated CEO (Jack Dorsey as CEO at both Twitter and Square is untenable, even though he is a TWTR co-founder), the challenges TWTR confronts were longer term in the making and there are distinct risks that current changes in technology may

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shuffle cards

Interview: GVA Research on Boston Herald Radio’s Sweeney and Malone Show

GVA Research had the pleasure of being interviewed on the Sweeney and Malone show, with Mike McDonald standing in for Steve Sweeney. It was a lively conversation about mobile technology in developing countries, the outlook for Apple, and a new and exciting startup coming out of the Boston area called Shuffle. (See GVA Research’s deck on

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Book Release – Technologies for Development: What is Essential?

Overview: 3rd UNESCO Conference on Technologies for Development Innovative technologies have a central role to play in the effort to alleviate poverty in this world. Innovative technology also means appropriate technology in the sense that the stakeholders must accept it locally, culturally, environmentally and economically. What key factors will determine whether or not a technology succeeds

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