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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....; Tags: AT&T Corp., Telecom, Internet, F.C.C. Co. Ltd.; 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; Tags: Rogers Communications Inc., Telecom, Shaw Communications; 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....; Tags: Telecom, Motorola Inc., Nortel Networks Corp.; 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...; Tags: AT&T Corp., Telecom, F.C.C. Co. Ltd.; 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...; Tags: Telecom, DirecTV Group Inc., Microsoft Corp., Qwest Communications Inc., Sprint Nextel Corp., Verizon Communications Inc.; 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...; Tags: Telecom, Apple Inc.; External links 2008-08-05
AT&T Launches Verizon Counter-Punch Ad: Sam Diaz submits: AT&T T may have lost the legal battle with Verizon Wireless VZ over a marketing campaign that compares the 3G coverage of both carriers. But that doesn’t mean AT&T is going away quietly. The company is airing a commercial of its own, which...; Tags: Telecom, Sam Diaz, AT&T Corp., Verizon Communications Inc., Verizon Wireless; External links 2009-11-19
eBay Completes Skype Sale at $2.75 Billion Valuation: TechCrunch submits: By Robin Wauters eBay EBAY has just announced that it has completed the sale of Skype, valuing the company at $2.75 billion. The investor consortium who is the buying party and will control an approximately 70 percent stake is a group led by Silver Lake Partners...; Tags: Telecom, Internet, TechCrunch, eBay Inc.; External links 2009-11-19
eBay Finally Spins Off Skype: Tech Confidential submits: EBay Inc. (NASDAQ:EBAY) announced Friday that it has completed its spinoff of the Internet telephony unit to a consortium of investors that includes Silver Lake, Andreessen Horowitz and the Canada Pension Plan Investment Board.The deal values Skype at $2.75 billion, with the investor group getting...; Tags: Telecom, Dealscape, eBay Inc.; External links 2009-11-20
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...; Tags: Telecom, James Levy, Qwest Communications Inc.; 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; Tags: Telecom, Westell Technologies; 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...; Tags: Telecom, Stephen Rosenman; External links 2009-07-24
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...; Tags: Telecom, Networking, Wisdom vs. Information, Starent Networks Corp.; External links 2009-07-25
Is Sprint Squandering Its Palm Pre Opportunity?: Palm’s PALM Pre smartphone isn’t getting the promotion it deserves from Sprint S, asserts Pali Capital analysts Walter Piecyk in a note on the firm’s blog today. Piecyk says he believes Sprint is selling 25,000 of the Pre per week currently, down from 50,000 in late june, shortly after the...; Tags: Telecom, Tiernan Ray, Palm Inc., Sprint Nextel Corp.; External links 2009-07-26
Why I'm Rebuilding My Position in Starent Networks: Trader Mark submits: Starent Networks STAR is down about 9% post earnings for no great particular reason; but I do see a brokerage downgrade Friday morning. I am going to begin rebuilding the position since it is still in good technical shape and I like the space this stock is...; Tags: Telecom, Trader Mark, Starent Networks Corp.; External links 2009-07-27
Verizon Q2: In Line, Maintains Churn Lead: Larry Dignan ZDNet submits: Verizon VZ delivered second quarter results that were a bit better than expectations Monday, but the company added fewer net wireless customers than some analysts expected. Verizon’s wireless churn rate continues to lead the industry. Verizon reported second quarter net income of...; Tags: Telecom, Larry Dignan, Verizon Communications Inc., Verizon Wireless; External links 2009-07-27
Four Reasons to Buy Teradyne: Teradyne TER is the world's leading supplier of automatic test equipment used by the semiconductor and telecommunications industries. This Massachusetts based company is positioned at a key juncture of the ongoing electronics revolution, including wireless devices of all kinds. Teradyne will declare earnings on July 29th. The consensus earnings...; Tags: Telecom, Chip, James Levy, Teradyne Inc.; External links 2009-07-27
Verizon Communications Inc. Q2 2009 Earnings Call Transcript: Verizon Communications Inc. VZ Q2 2009 Earnings Call July 27, 2009 8:30 am ET; Tags: Telecom, Verizon Communications Inc., Verizon Wireless; External links 2009-07-27
The Challenge Shared by Verizon and Anheuser-Busch Inbev: The situation at Verizon VZ and Anheuser-Busch Inbev (AHBIF.PK) is remarkably similar. Verizon's cash cow is Verizon Wireless, where it owns only 55%. However, it fully consolidates VZW. Similarly ABI owns only 61% of Ambev, which is the real cash cow. ABI too consolidates ABV. The fully consolidated businesses at...; Tags: Retail, Telecom, Gaurav, Verizon Communications Inc., Verizon Wireless; External links 2009-07-27
Sprint - Our Insights Before Earnings: Value Expectations submits: In the U.S. Sprint Nextel S is the third largest wireless telecommunications network with 49-million customers. It operates the largest wireless broadband network and is the third-largest long-distance provider. Also, aside from Verizon Wireless VZ, Sprint Nextel is the only telecommunications company in the U.S. to...; Tags: Telecom, Value Expectations, Sprint Nextel Corp.; External links 2009-07-28