Spirent is a key beneficiary of the short-medium term opportunity in the development of 4G technology, while for the medium to longer-term it benefits from the broader development of connectivity, data and mobile computing.
But a contraction could, in turn, provide a medium-term opportunity for marginal producers when Chinese demand starts to pick up again and, perhaps, some further unexpected reversals of fortune.
However, as new aircraft technologies can take a couple of decades or more to be rolled out across airlines' fleets, a "drop in", low-carbon alternative to traditional kerosene, requiring no technical modifications to aircraft or fuel systems, can provide a really useful short- to medium-term opportunity for the industry to reduce its emissions.
I see DVD and set-top boxes as a medium-term opportunity, but the real long-term growth opportunity for us is the DVR market," said Padval.
To address medium-term opportunities, IBM formed partnerships with hospitals (e.g., Memorial Sloan Kettering, The Cleveland Clinic, MD Anderson), medical device companies (Apple, Medronic, J&J, and Novo Nordisk), and retailer CVS to develop intelligent applications on top of the Watson platform.
Richard Buxton, head of UK equities at Schroders, is still rather gloomy: 'We continue to see plenty of medium-term opportunities within UK equities as the potential weakness in 2009 earnings already seems to have been more than discounted across many names.
Insurers that vigorously pursue the short- and medium-term opportunities presented by cyber insurance, product liability insurance, and infrastructure insurance – while making careful strategic decisions about their partner ecosystems, operating models, and value propositions – are most likely to thrive in a driverless environment.
The situation analysis should evaluate the potential of the system for change in the short to medium term, considering the opportunities and constraints, which may confront the system.
Our new deep dive into Hikma's medium term pipeline and long term opportunities gives us increased confidence.
Both these factors will help generate increased fiscal space over the medium term, and provide an opportunity to significantly increase government health spending.
