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- Comcast Limits User Downloads: Wrong Solution
- Scott Berry submits: The blogosphere has been abuzz since last week about Comcast’s CMCSA new policy limiting the amount subscribers can download. Starting October 1st, Comcast will limit users to 250 GB of total downloads per month. Violators will first get a warning if they exceed the...
- External links 2008-09-04
- Ciena: What Can Happen in a Bear Market
- Tsachy Mishal submits: Ciena CIEN is a great example of what can happen to a stock in a bear market. The stock was already down from 48 to 17 before their earnings announcement see conference call transcript. The stock was trading at 8 times next year's expected earnings when you...
- External links 2008-09-06
- Arbinet-thexchange: Back in the Game
- Andrew Snyder submits: One of my old favorites is making headlines this week. Well, actually there is no news surrounding the company, but Arbinet-thexchange (NASDAQ:ARBX) is getting lots of attention as its share price suddenly jumped by 30%. This is a company you should be aware...
- External links 2008-10-22
- UBS Analyst: Cogeco Is Most Defensive Play in Cable
- FP Trading Desk submits: Canadian cable company Cogeco Inc. (CGEAF.PK) is the safest bet in the sector, according to UBS analyst Jeffrey Fan who initiated coverage on the company yesterday. Mr. Fan wrote in his note to clients: by FP Trading Desk
- External links 2008-10-23
- 3G Embedded Netbooks: A Killer Product?
- Ram Krishnan submits: The relative success of Asus Eee PC has created a new product category - netbooks, also called Mobile Internet Devices (MID) or Ultra-Low Cost PCs ULPCs. Never to shy away from new product hype, ABI research has promptly come out with a forecast calling for over 200 million of...
- External links 2008-10-24
- Lattice: When Semiconductors and Auction Rate Securities Collide
- You've got to wonder what a semiconductor company is doing dabbling in now illiquid auction rate securities. As if the industry didn't have enough problems. From Lattice Semiconductor Corp.’s Q3’08 Conference Call: by SA Editor Judy Weil
- External links 2008-10-27
- UBS Upgrades Rogers as Defensive Growth Play
- FP Trading Desk submits: Reluctance on the part of consumers to part with their cell phones and Internet connections makes Rogers Communications Inc. RCI a defensive play in the cable and telecommunications sector, says UBS analyst Jeffrey Fan.“Rogers provides investors with defensive growth as we believe wireless and cable...
- External links 2008-10-31
- Last Legal Stand in the BCE Privatization Deal
- FP Trading Desk submits: It is being called the “last legal stand” in the privatization of BCE Inc. BCE. A class action lawsuit recently filed on behalf of common shareholders in a Saskatchewan court against the telecom giant seeks C$588-million in damages for the two dividends forfeited in the...
- External links 2008-11-05
- Earnings Preview: Qualcomm
- Qualcomm QCOM is expected to report Q4 earnings Thursday November 6 after the close with a conference call scheduled for 4:45 pm ET. Guidance The consensus estimate is 60c for EPS and $2.86B for revenue, according to First Call. Guidance provided by management on the last earnings call was for...
- External links 2008-11-05
- Nortel's Upside Potential
- Larry MacDonald submits: Nortel Networks doomed? Why then the 35% rally on Nov. 13? Maybe some people think Nortel has a future – or at least that its shares will be more readily embraced when the global flight from risky assets attenuates? by Larry MacDonald
- External links 2008-11-16
- Telstra Gears Up to Take on the NBN
- Tim Poulus submits: Telstra (TLSYY.PK) is launching the roll-out of DOCSIS 3.0 on its five city HFC network. They are targeting 100 Mb/s to 1m homes in Melbourne by Christmas and claim it is upgradeable to 200 Mb/s. Total spend in 2009: AUD 300m. Some remarks: by Tim Poulus
- External links 2009-03-10
- Aastra Unlikely to Bid for Nortel - National Bank Financial
- FP Trading Desk submits: If, as current speculation suggests, Nortel Networks Corp. NT puts its Enterprise Solutions business up for sale as part of a plan to save itself from bankruptcy, there will likely be no shortage of names lining up with bids, including Avaya AV, Siemens SI and...
- External links 2009-03-16
- What Exactly Is an 'Aggressive Tech Agenda'?
- Fred Wilson submits: The WSJ has a story in its Washington Wire column that says Senator Kerry Promises An Agressive Tech Agenda. The basis of the story is a talk Senator Kerry was giving to the cable execs assembled in DC for their annual industry gathering. The story...
- External links 2009-04-01
- Equinix 2Q Earnings Forecast
- Paolo Gorgo submits: Equinix EQIX will be reporting 2Q 2009 results on Wednesday, July 22nd. The company's guidance forecasts revenues in the range of $ 206 to $ 210 million (with analysts' consensus at $ 208,8 million), while EBITDA is expected between $92 and $ 94 million. Cash gross...
- External links 2009-07-20
- Why Starent Dropped After Beating Estimates, Raising Guidance
- Wisdom vs. Information submits: Starent STAR was down 1.80, -6.9%, Friday after reporting higher revenues and beating guidance and estimates, and raising guidance for the year. The market is focusing on international sales, AT&T T and Tier 1 4G orders. STAR has an advantage in multimedia core networks...
- External links 2009-07-25
- Why Ericsson's Nortel Deal Won't Happen
- Mark McQueen Wellington Financial submits: It’ll be a few weeks, maybe even months, before every last word is said on the topic of Ericsson’s ERIC bid for Nortel’s LTE and CDMA business. But I’ve had an epiphany; the deal isn’t going to happen. For the same reason that ATK...
- External links 2009-07-29
- Alcatel Lucent Short Interest Rising
- Jessica Johnson submits: The short interest as measured by Percent Shares Outstanding On Loan for Alcatel Lucent Sa ALU is up 8.27% over the past week and now stands at 10.17%. This is down 2.43% from the 52 week high hit on July 17, 2009. When compared to other...
- External links 2009-09-23
- Google: 'Wave' of the Future?
- Chuck Carnevale submits: Historical Valuation Since going public just over five years ago, Google GOOG has grown to over a $120 billion dollar market cap powerhouse. Today Google trades at what is historically a very low valuation. In Figure 1 below we plot Google’s earnings per share growth...
- External links 2009-10-08
- Bell Canada Will Build CDN With Limelight Networks
- Dan Rayburn submits: Thursday morning, Bell announced an exclusive partnership with Limelight Networks on a new CDN [content delivery network] offering, targeting content owners in Canada. While this is not the first telco Limelight has worked with, the Bell partnership is unique since Bell won't simply be re-selling Limelight's...
- External links 2009-10-08
Additional Resources
- IP-Based Networking and Telecom Product Sales Lead a Global Turnaround for Industry in 2004
- According to Synergy Research Group's latest report, Q4 2004 Global Networking and Telecom Equipment Market Shares, the global networking and telecom equipment market increased 5.5 percent sequentially and 9.3 percent year-over-year in the Fourth Quarter of 2004. What's more, for year-end 2004, the market grew 13 percent compared to 2003...
- Research articles 2005-04-06
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