Research reports published by Laguna Research Partners are distributed externally via Research and Markets (based in  Dublin, Ireland), Research Connect (Boston, Massachusetts), and Reuters Research (London, England and New York, New York).

2005.04.14  |  85 pages  |  complimentary download

"There is a crisis rising on the China Rim, a crisis made of economic imbalances, energy insecurities, ancient hatreds, and unsettled scores. The catalyst for this crisis is success itself, the success of the People’s Republic of China in its de facto rejection of a failed experiment in communism and its rapid transformation into a thriving market economy. The inseparable companion of this success, though, is an insatiable hunger and thirst for precious resources... most important among these, crude oil. In a world that has been frozen in denial over the impending depletion of crude oil reserves, the emergence of China’s 1,298,847,624 citizens as a vibrant global economic force is thrusting every net importer of crude oil—particularly those on the China Rim—into an urgent quest for energy security. And it is thrusting every net exporter of crude oil—particularly those on the China Rim—into a rare concern over national sovereignty. Simply put, there will be far greater demand in the China Rim region for crude oil over the next five, ten, twenty, and fifty years, than there will be supply. And the China Rim is already deep in a fierce competition for energy security that the quick and strong will win, while the slow and weak succumb..."

2005.01.25  |  7 pages  |  complimentary download

"Our Homeland Defense Industry Biometrics Sector Update Reports provide our analysis of key industry and company events related to advanced biometric security solutions.  This report provides updated details and analysis regarding the UK's Identity Card legislation and its link to that country's e-Borders Program, including key Program components Project Semaphore and Project IRIS.   Publicly traded companies mentioned in this report include BAA Plc, British Airways Plc, International Business Machines Corporation, SAGEM SA, and SAGEM Morpho, Inc.   Privately held companies mentioned include PA Consulting Group Ltd and Virgin Group Ltd. ..."

2004.09.14  |  62 pages  |  complimentary download

"The world's economic 'center of gravity' continues to shift from the Atlantic region towards the Pacific region, and the economic prospects of the United States are becoming more intertwined with those of Asia than ever before. The objective of Project Asia research and analysis from Laguna Research Partners is to provide our research users with proprietary, actionable insights regarding this important shift.

"Our 'Listed Companies' Update Reports for Vietnam track quarterly operating performance metrics and news developments related to companies listed on that country’s Ho Chi Minh City Securities Trading Centre, founded in 2000..."

2004.07.26  |  29 pages  |   complimentary download

"Combined revenue for the 18 companies comprising our Homeland Defense Industry Operating Performance Index (OPI) exceeded $5.2 billion in the quarter ended March 2004. This is 101.6% above the $2.6 billion generated in the quarter ended September 2001. Similarly, combined operating profit reached $687.9 million in the March 2004 quarter. This represents a 164.3% increase from $260.2 million in the September 2001 quarter. The operating profit margin for our total OPI was 13.1% in the quarter ended March 2004 versus the 10.0% operating profit margin recorded in the September quarter of 2001..."

2003.08.19  |  16 pages  |  complimentary download

"Our Homeland Defense Industry "Three Doors" Update Reports provide our analysis of key events in the Aviation Security, Maritime Security and Border / Checkpoint Security sectors of the Homeland Defense Industry. This "Three Doors" Update Report includes a detailed analysis of key line items in the FY 2004 US Department of Homeland Security appropriation bills passed by the House of Representatives (HR 2555 EH) and Senate (HR 2555 EAS) prior to the current August recess.  It also provides our analysis of the rapidly emerging commercial aviation market for anti-MANPADS (Man Portable Air Defense System or surface-to-air missile) advanced technology platforms."

2003.06.16  |  13 pages  |  complimentary download

"Kevin B. Skislock, senior entertainment analyst for Laguna Research Partners, recently interviewed Greg MacGillivray, Co-Founder and CEO of MacGillivray Freeman Films, Inc., the world's largest and most successful independent producer and distributor of large format (IMAX® format) motion pictures.  MacGillivray Freeman produced both of the large format industry's leading box office films, Everest and To Fly!  Our interview took place at MacGillivray Freeman's Villa Bella headquarters in Laguna Beach, California..."

2002.09.16  |  8 pages  |  complimentary download

On September 16, The Wall Street Transcript (www.TWST.com) published an interview with LRP analyst Kevin Skislock regarding the outlook for the Homeland Defense Industry, particularly Airport Security companies.  That interview, courtesy of TWST, is provided here as a free download to our research users...

2002.03.26  |  7 pages  |  complimentary download

"On March 22, Laguna Research Partners held an in-depth interview with Glenn H. Sherman, president and CEO of Principia LightWorks, Inc., a developer of cutting-edge digital cinema projection technologies. Our interview focused on Glenn’s view of the digital cinema market opportunity, Principia’s milestone achievements to date, and the Company’s expected timeline to commercialization.  Glenn was interviewed by Kevin B. Skislock, founding partner and senior entertainment technologies analyst for Laguna Research Partners..."

2002.02.05  |  48 pages  |  complimentary download

"We estimate that InVision generated revenue and EPS of $70.3 million and $0.09, respectively, in 2001. We are projecting revenue and EPS of $235.0 million and $1.20, respectively, in 2002 and $445.0 million and $2.99 in 2003. We expect that this performance will be driven primarily by new EDS installations, EDS replacement sales, and service contracts for installed EDS units..."

2001.09.10  |   5 pages  |  complimentary download

During early September 2001, Kevin B. Skislock, senior entertainment analyst for Laguna Research Partners, was interviewed by James Hyder, editor and publisher of LF Examiner (www.cinergetics.com), a leading source of information and data for large format (LF) cinema industry professionals. James’ interview with Kevin, published in LF Examiner’s Giant Screen Theater Association convention issue, focused on the current state of the industry and the industry’s prospects for future growth.   Also discussed are leading industry participants including Imax, Iwerks and MegaSystems...

2001.07.31  |  24 pages  |  complimentary download

"We have recently initiated coverage of Akamai Technologies, Inc. using 'below- consensus' operating projections.

"Near term, we expect Akamai’s operating visibility to continue to be compromised by an interrelated set of external factors including reduced Internet infrastructure spending, declining IT expenditures and dot.com failures. Long term, we expect growth in content delivery enhancement services to be explosive, but Akamai will need to position itself to deal successfully with an evolving competitive landscape.

"We estimate that Akamai will first achieve profitability at the net profit line in 2005. Strengthening in the world economy during late 2001 or early 2002, in our view, could accelerate the achievement of this key milestone..."

2000.06.22  |  9 pages  |  complimentary download

"During June 16 and 17, Laguna Research Partners roamed the floors of INFOCOMM 2000 at the Anaheim Convention Center in Anaheim, California. We interviewed digital cinema industry leaders, inspected digital cinema equipment and viewed digital projector output for two solid days. Our findings at this most recent INFOCOMM are the basis for this Digital Cinema Industry Brief...

"INFOCOMM, organized by the International Communications Industries Association (ICIA), is the world’s premiere showcase for cutting-edge visual and audio communications technology. The show features digital projection technology, teleconferencing systems, display devices, audio technology, computer hardware and software for the communications profession, and peripherals such as screens, monitors, control systems, and interfacing equipment..."

1999.01.05  |  24 pages  |  complimentary download

"Lions Gate Entertainment, we estimate, is positioned to achieve compound annual growth of 80% in revenue and 93% in EBITDA during FY 1998 through FY 2000. We look for the Company to generate EPS of C$0.20 in FY2000, following projected EPS of C$(0.12) in FY1999..."

Since the issuance of our initial report in January 1999, Lions Gate has become one of the world's premier independent producers and distributors of motion pictures, television programming, home entertainment, family entertainment and video-on-demand content. Its impressive library has become a valuable source of recurring revenue and represents, in our opinion, a competitively superior foundation for the growth of the Company's core businesses.

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IBM Selectric Type Element ("Type Ball"), c. 1972

Header Strip Images (left to right):
1) Ancient Petroglyph, Sedona, Arizona, USA, Date Unknown
2) Text, The Egyptian Book of the Dead, The Papyrus of Ani, c. 1240 BC
3) Illustration Detail from Commentary on the Benedictine Rule, 1170
4) Johannes Gutenberg, Inventor, Printing Press, c. 1452
5) Macintosh Computer "For the Rest of Us", Apple Computer, Inc., 1984
6) "HAL" Computer, 2001: A Space Odyssey, A Stanley Kubrick Film, 1968

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5) Woman Writing a Letter, Gerrit ter Borch, c. 1665