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- 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
- 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
- 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
- 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
- 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
- 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
- Ballard Leaps Ahead With Biggest Ever Supply Deal
- Greentech Media submits: By Jennifer Kho Ballard Power Systems BLDP this week announced it has signed a deal to supply 10,000 fuel cells to wireless telecom base stations in India. by Greentech Media
- External links 2008-10-12
- Are Global Smartphone Sales Poised For Takeoff?
- Dean Bubley submits: Despite the hoopla about Apple's AAPL iPhone and the upcoming launch of Google GOOG Android-based devices, there seems to have been a sudden bout of queasiness among the smartphone market participants and their investors. As a share of total phone shipments, there seems to have been...
- External links 2008-09-09
- Vodafone's 'Gets' the Web, Unlike Many of Its Peers
- Dean Bubley submits: Despite what one of the comments on a recent post of mine might suggest, I certainly don't view all MNOs in a negative light. I've been particularly impressed by Vodafone's VOD deepening understanding of Internet services over the past two years - it appears to "get"...
- External links 2008-09-09
- Nine Hands-Free Device Stocks
- Stockerblog submits: Two significant hands-free laws went into effect on July 1. In California, according to the Department of Motor Vehicles, the law prohibits all drivers from using a handheld wireless telephone while operating a motor vehicle, however, motorists 18 and over may use a "hands-free device." In the...
- External links 2008-08-11
- Six Reasons to Buy MetroPCS
- Joe O'Donnell submits: The massive drop in stock prices due to concerns about the consumer spending environment and the broader economy has created some interesting long opportunities among companies that should be well-insulated from economic woes. Dallas-based MetroPCS PCS is one of these. The company is a provider of...
- External links 2008-09-29
- UBS Analyst Upgrades Telus Corp. Rating
- FP Trading Desk submits: The threat of new wireless competition has not gone anywhere, but Canada’s looming recession has investors looking shelter in consistent earnings, strong balance sheets and high dividends. With the highest wireless market share in western Canada, Telus Corp. TU provides those defensive characteristics, according to...
- External links 2008-10-07
- What Converges Successfully in Telecom & Computing?
- Dean Bubley submits: I've been watching and analysing various types of telecoms and computing "convergence" for many years. One thing jumps out at me: Not all expected types of convergence actually happen - and even more happen much slower than anticipated. But some occur almost overnight.I'm starting to think...
- External links 2008-09-15
- Sprint: Follow This Instinct
- Rafael Grillo submits: Wireless must be the one of the most dynamic markets you could find. It is unique because success really depends on perfectly combining the strengths of the participants in two different yet intimately related industries: the carriers and the cell phone makers. Their destinies are irremediably intertwined....
- External links 2008-09-07
- Taking Profits in CenturyTel
- Dividend Inc. submits: The time has finally come to issue a SELL recommendation for CenturyTel CTL. The stock has performed moderately since we issued the Stock Focus recommendation on March 31, 2008. This company may be poised to reach the $41 level or Valueline’s cashflow mean of 5x....
- External links 2008-09-09
- Anaren Challenged By Cost Related Issues
- Zacks.com submits: Anaren, Inc. ANEN a leading provider of microwave components and subassemblies for the wireless and defense industries, is challenged with recent indications of cost overrun as a result of supply-chain issues and other production related conditions. An anticipated sales decline for Anaren's high-margin IED products,...
- External links 2008-09-09
- AT&T Integrates Yahoo?s Search Engine on Cell Phones
- Ron Haruni submits: On Monday, AT&T T and Yahoo YHOO announced that the premier communications holding company would start featuring Yahoo oneSearch services made through AT&T’s on-deck Media Net portal. Yahoo oneSearch which is designed for the needs of mobile user, through AT&T plans, will provide customers who search with...
- External links 2008-09-09
- Jumptap Raises $26 Million to Take on Google in Mobile Search
- Erick Schonfeld submits: Mobile search and advertising startup Jumptap has raised more than $26 million in a series D round led by AllianceBernstein. Existing investors General Catalyst Partners, Summerhill Venture Partners, Redpoint Ventures, Valhalla Partners, and WPP also participated. That brings the total capital raised to $73 million. ...
- External links 2008-08-26
- Ten Thriving Colorado Stocks
- Stockerblog submits: Colorado is a state of thriving companies. The state’s industries are many and varied; from aerospace & satellite, to agriculture, bioscience, mining and natural resources, financial services, manufacturing and telecommunication. Some great key facts to know about Colorado are:There are over 100 companies in the aerospace industry...
- External links 2008-08-23
- Alvarion: Focus on the Big Picture
- Stone Fox Capital submits: Alvarion ALVR continues to grow at a very strong clip; yet after every earnings report, most analysts, investors, and message board posters tend to dump on this very well run company. Either margins are too weak because of the weak US dollar, or too much competition...
- External links 2008-08-11
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