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- Does AT&T Even Know What Cloud Computing Is?
- Blaise Zerega submits: AT&T T yesterday announced a cloud computing initiative called Synaptic Hosting. But its unclear what's new from Ma Bell, and it raises the question of whether AT&T even knows what cloud computing is. In fairness, though, the new technology means different things to different people....
- External links 2008-08-06
- AT&T Looks Like a Buy at $30
- AT&T T has released its second quarter results announcing revenues of $61.6 billion and operating income of $12.5 billion for the first half of the year. This result was dominated by strong growth in wireless revenues (up 15.8% in the second quarter) and speculation on the impact of the 3G...
- External links 2008-08-06
- Telecom Gear Consolidation Is Stalled Over CDMA Conundrum
- Tech Confidential submits: A host of questions plaguing the telecommunications gear industry -- from why so many companies' financial results are going from bad to worse, to why the long forecast and badly needed consolidation in the space has been slow to materialize -- can largely be answered with one word: CDMA....
- External links 2008-08-06
- Desjardins Analyst: Rogers Communications 'Oversold'
- FP Trading Desk submits: When it comes to the ongoing weakness in Roger Communications Inc. RCI shares, Desjardins Securites analyst Joseph MacKay says enough already. In a note to clients, he wrote: by FP Trading Desk
- External links 2008-08-06
- Qwest: Verizon Wireless Migration Going Well
- Eric Savitz (Barron's) submits: Qwest Q CEO Ed Miller says the company’s migration of its wireless service offering to Verizon VZ is going smoothly. Qwest is switching from selling a Qwest-branded wireless service in which it resold service from Sprint S to a co-branded offering from Verizon; the company...
- External links 2008-08-06
- Wireless: Give People What They Want
- Larry MacDonald submits: I hope some Canadian wireless executives—whether they be inside the big three incumbants, or the new owners of wireless spectrum—read this New York Times story, which looks at how U.S. wireless carriers are starting to open up their mobile networks. In Canada, the wireless industry...
- External links 2008-08-05
- Shaw Communications Inc. F3Q09 (Qtr End 05/31/09) Earnings Call Transcript
- Shaw Communications Inc. SRJ Q3 2009 Earnings Call June 26, 2009 10:00 am ET
- External links 2009-06-26
- Analysts Lukewarm on Bell Aliant
- FP Trading Desk submits: Bell Aliant Regional Communications Income Fund's (BLIAF.PK) fourth quarter results are getting a rise out of investors, but while the stock has climbed 4% higher in the past two days, analysts remain lukewarm on the near term prospects for the company. Front and centre...
- External links 2009-02-05
- Long-Term, BCE Will See an Operational Turnaround - RBC
- FP Trading Desk submits: Little room for dividend growth, most of its C$2.6-billion in cash apparently committed, a drag from its pension deficit, and a forecasted earnings decline in 2009 are among the reasons BCE Inc.’s BCE outlook is challenged. On the positive side, the stock offers a secure...
- External links 2008-12-21
- Equinix 1Q 2009: Confidence in a Growing Business
- Paolo Gorgo submits: Equinix EQIX reported 1Q 2009 results last Wednesday night see its Press Release and Seeking Alpha conference call transcripts. The Company matched guidance and analysts' expectations as far as revenues, and exceeded its own EBITDA target and analysts' EPS estimates. by Paolo Gorgo
- External links 2009-04-27
- Shaw Communications: Wireless Services a Matter of When, Not If
- FP Trading Desk submits: Analysts said Monday that Shaw Communications Inc.'s transition toward offering wireless services is becoming a matter of "when" not "if." Until now, the Calgary-based cable operator's management had been speaking about whether Shaw would enter a wireless market where start-up costs are enormous and the...
- External links 2009-06-29
- American Tower: Leaning Tower of Trouble
- Sreeni Meka submits: Business Model American tower AMT is a wireless infrastructure firm that holds over 22,800 communications sites including towers and antenna systems; over 85 percent of them are in the US and the rest are in Mexico and Brazil. American Tower’s primary business is leasing its antenna...
- External links 2008-12-23
- Is BCE's Dividend Safe?
- Larry MacDonald submits: A thread on the Financial Webring discussion forum asks “How safe is BCE’s Dividend?” One poster said the dividend on the common stock, now yielding 6.4%, was getting too “yummy” and possibly signaling trouble ahead. Another referenced a Globe and Mail article highlighting increased rivalry...
- External links 2009-06-28
- AT&T Finally Gets It: Upgrades Network to Boost iPhone Service
- Sam Diaz submits: Hats off to AT&T T for kicking into high gear, for thinking out of the box, for being resourceful - finally - to come up with a quick-fix solution to this iPhone service problem. Company spokesman Mark Siegel told the Gearlog blog that...
- External links 2009-06-24
- Alvarion Stock Incredibly Cheap, Even without Open Range Deal
- Stone Fox Capital submits: As hinted Tuesday, including on my instablog, Alvarion ALVR officially announced a deal that will exceed $100M over 5 years. Now the deal is with Open Range instead of Clearwire CLWR. Open Range is a company I've never heard of so I was skeptical at first....
- External links 2009-06-18
- If Everyone Had Verizon FiOS for Broadband, Capping Would Not Be an Issue
- Dan Rayburn submits: For over four years now I've been a happy customer of Verizon's VZ for its FiOS broadband service, deployed to my home. In that time, I'd be hard pressed to find any other technology product that has made as bigger of an impact on my consumption...
- External links 2009-03-20
- Equinix vs. Switch and Data: Which Is the Better Network Neutral Colocation Company?
- Paolo Gorgo submits: In this article, we will examine and compare some metrics for two different Companies active in the colocation business, Equinix EQIX and Switch and Data SDXC. Both Companies are network neutral, which means that they offer a wide range of competing bandwidth providers...
- External links 2009-03-29
- Are Strike Worries Causing AT&T's Stock to Lag?
- Steve Birenberg submits: AT&T T has been lagging a bit the last few days, especially today. Telecom in general has had a tough time. I think worries over wireless competition amid slowing subscriber growth and tight consumer budgets is probably an issue. For AT&T in particular, there is...
- External links 2009-04-08
- ShoreTel: Real Opportunity for Upside
- ShoreTel SHOR is an emerging provider of IP PBX systems targeting enterprises. The company positions itself as a provider of unified communications solutions and over time will deliver product functionality that integrates wireline and mobile telephony, Outlook and Lotus Notes contact databases, instant messaging and voicemail. My investment thesis:...
- External links 2009-02-05
- City Telecom: A Green (Bamboo) Shoot
- I spent last week with my children in a tent in Suffolk, pretty much disconnected and oblivious to the news. The only green shoots I saw were dandelions. I kept in touch with the news enough to know that, unsurprisingly to me, most of it was bad. The recent reporting...
- External links 2009-06-01
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