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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
- 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
- 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
- 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
- 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
- Google Acquires Gizmo5 for $30 Million in Cash
- Michael Arrington submits: Last month Skype was in talks to acquire VoIP startup Gizmo5. It was a perfect backup plan in case all that IP litigation didn’t work out. – Gizmo5’s SIP infrastructure could theoretically replace Skype’s proprietary P2P back end. After the Skype settlement, though, Gizmo5’s...
- External links 2009-11-09
- Executive Perk of the Day, Vonage Edition
- Felix Salmon submits: Michelle Leder finds one of the weirdest executive perks yet in the employment contract for Vonage CEO Mark Lefar: The Company shall also promptly pay, or reimburse the Executive for, the costs of his private air travel from and to the Company’s...
- External links 2009-11-10
- AT&T Completes Centennial Communications Acquisition
- Zacks.com submits: AT&T Inc T has reportedly completed its much anticipated acquisition of Centennial Communications Corp CYCL, the eighth largest US wireless carrier by subscribers. This follows the recent approvals of the transaction by the US Department of Justice and US telecom regulator Federal Communications Commission (“FCC”). The...
- External links 2009-11-10
- Equinix 2Q Results: Exceeding All Expectations
- Paolo Gorgo submits: Equinix EQIX reported 2Q 2009 results Wednesday night (see company’s P/R and Seeking Alpha conference call transcripts). Expectations were exceeded on all fronts: revenues came in at $ 213.2 million (consensus $208.8 million), EBITDA was $99.5 million, exceeding company’s forecast ($92/94...
- External links 2009-07-23
- AT&T Q2: EPS Beats, iPhone Helps
- AT&T T shares are up 41 cents, or 1.7%, at $25.25 Thursday morning after the company reported Q2 revenue in line with expectations and beat profit per share estimates by 3 cents. Sales sagged .4% to $30.7 billion, but wireless revenue was up 9.8% as the company added...
- External links 2009-07-23
- AT&T Q2 2009 Earnings Call Transcript
- AT&T Inc. T Q2 2009 Earnings Call July 23, 2009 10:00 am ET
- External links 2009-07-23
- Socket Mobile, Inc. Q2 2009 Earnings Call Transcript
- Socket Mobile, Inc. SCKT Q2 2009 Earnings Call Transcript July 23, 2009 at 5:00 pm ET
- External links 2009-07-23
- AT&T: Solid Results Should Sustain Improved Investor Sentiment
- Steve Birenberg submits: In response to solid 2Q09 earnings, AT&T T shares are breaking out of a multi-month funk where they sharply lagged the market and peer Verizon VZ. The results were at the high end of expectations and contained no major negative surprises. The stage is set...
- External links 2009-07-23
- Starent Networks Q2 2009 Earnings Call Transcript
- Starent Networks Corp. STAR Q2 2009 Earnings Call July 23, 2009 05:00 PM ET
- External links 2009-07-24
- PCTEL, Inc. Q2 2009 Earnings Call Transcript
- PCTEL, Inc. PCTI Q2 2009 Earnings Call Transcript July 23, 2009 6:00 pm ET
- External links 2009-07-24
- Two Hidden Gems for a Recession
- Unlike what the so called experts are saying, I am still trying to find long term investments since I do not have the time to day trade, or follow rumors and fraudulent advice. The financial media believes the recession is over. They seem to forget that unemployment is approaching 10...
- External links 2009-07-24
- Four Reasons to Buy Qwest, Besides the High Dividend
- Qwest Communications International Q provides long-distance, wireless and other telecommunications services within its 14-state service area in the Midwest and Rocky Mountains regions. The company also operates a national fiber optic cable network. Qwest will announce earnings on July 29th. The consensus earnings are $0.09, with a high and...
- External links 2009-07-24
- Westell Technologies, Inc. F1Q10 (Qtr End 06/30/09) Earnings Call Transcript
- Westell Technologies, Inc. WSTL F1Q10 (Qtr End 06/30/09) Earnings Call Transcript July 22, 2009 9:30 am ET
- External links 2009-07-24
- America Movil Benefits From Forex
- Stephen Rosenman submits: I recommended America Movil AMX on April 7, when it was trading at $29 because I postulated that favorable forex would drive earnings. The company had been killed by the weak peso. I predicted that the real and peso would strengthen over the U.S. dollar...
- External links 2009-07-24
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