His view: Windows 8 plus touch plus improved performance should drive a big PC refresh cycle.
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Under pressure to shrink overhead and telescope the new-product cycle, big companies are more likely to turn to universities or small companies to help develop ideas.
Not to overplay the point, but technology looks a very big winner this coming cycle, and that pertains to many applications incorporating latest and greatest scientific techniques.
Another big change: The upgrade cycle in PCs has all but petered out.
"Most presidential administrations prefer to take a hit early on, " says Sy Harding, editor of Street Smart Report and a big believer in the midterm election cycle.
On one test, however, the conditions are clearly not right: Britain is near the top of its economic cycle, while the big continental economies are only part of the way up.
Important as those skills are to party insiders, however, to voters they could be a liability, particularly if tea-partiers play as big a role in the 2012 cycle as they did in 2010.
The big worry is that the airline business cycle peaked last year.
While a few argue that Big Data has peaked in its hype cycle, many practitioners contend it is still in very early stages of development.
But with a low-cost structure and a quick development cycle, Socialbakers can be a big winner.
Companies like Progressive Insurance and Capital One who have built successful businesses around their ability to mine big data are well aware of this virtuous cycle.
Dr Penrose's version of events is that the universe did not come into existence at the Big Bang but instead passes through a continuous cycle of aeons.
Cyclists can now plan their trips, make use of bike lanes, calculate cycle-friendly routes that avoid big hills and customise the map for cycling on smart phones and computers.
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The big call is where we are in the recovery cycle for bank earnings.
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People like to say that Samsung is not innovative but reducing the product cycle from 24 months to 12 is big news and a huge innovation effort.
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Our big macro call of the end of the previous cycle and the start of the new cycle from August-October of last year continues to be spot on.
There's not enough creative sector-weighting and no core group of Coca-Cola-like stocks that are big enough positions to carry the fund over the longer cycle.
But here we come full cycle: we can often use the same big data we mined for our initial potential insight to in turn test that insight.
In late 2015 we fully anticipate another big DRAM price crash leading to another difficult semiconductor down-cycle.
The sun is currently in an active phase of its 11-year solar cycle, and it should continue to fire off big storms for a while yet.
But almost everywhere, what is needed from government are the sort of fundamental reforms that can make a big difference in the long run, beyond the next electoral cycle.
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For this pattern to emerge, the Robber Baron era of our current technology cycle has to have matured and plateaued, and big companies must be in the market for incremental innovations that enhance their main offerings.
Big Data is now deep into the hype phase of the innovation cycle.
If the calculation on vacuum instability stands up, it will revive an old idea that the Big Bang Universe we observe today is just the latest version in a permanent cycle of events.
"If you look at the results last cycle it's hard to argue that being early or being big was much of an advantage, " says Alex Conant, an adviser to former Minnesota Gov. Tim Pawlenty.
However, big hardware companies like Philips are trying to work on a new, much shorter product cycle and there is neither the time nor resources to invent in the way they used to.
Still, the fact that these industry giants retained the highest rating calmed investors, who had worried that downgrades could trigger a vicious cycle, a fore-selling of bonds, leading to more losses for the big banks and increased credit costs for consumers, city government and others.
"Chat is a big part of the plan, but tricky because you don't want to break the guessing cycle of the game, " Porter said.
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