Telecom & Wireless

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DivX Signs SanDisk Partnership; Will It Matter? (DIVX, SNDK)

DivX (DIVX-NASDAQ) has announced a licensing agreement allowing SanDisk (SNDK-NASDAQ) to include DivX technology in SanDisk’s Sansa line of video-enabled products.  Future SanDisk video products can now include interoperability with the DivX Stage6 video…

Douglas A. McIntyre · 19 years ago

Vonage, Actually Making Another Presentation (VG)

Vonage Holdings Corporation (VG-NYSE) has disclosed that the company’s CFO, John Rego, will be speaking in New York City at the Bear Stearns 2007 Technology/Communications/Internet Conference on Monday, June 11, 2007 at 2:15 PM…

Douglas A. McIntyre · 19 years ago

Starent Networks Premium IPO Pricing (STAR)

Starent Networks Corp. (STAR-NASDAQ) priced its awaited 10.5 million share IPO at $12.00 per share, above the original $9.00 to $11.00 range.  Underwriters are isted as Goldman Sachs, Lehman Brothers, Thomas Weisel, and J.P.Morgan. …

Douglas A. McIntyre · 19 years ago

Marvell Gives Limited Results, Very Limited (MRVL)

Marvell Technology (MRVL-NASDAQ) has posted revenues of $635.1 million versus $646 million estimates.  The company is also is late "yet again" on SEC filings and said that revenue growth in the quarter was limited…

Douglas A. McIntyre · 19 years ago

Marvell Technology Earnings Preview (May 17, 2007)

Marvell Technology Group Ltd. (MRVL-NASDAQ) reports earnings after the close today.  This is a coin toss going in because the company has been deliquent in its SEC filings for 3 quarters.  So the "EPS"…

Douglas A. McIntyre · 19 years ago

Apple Rumor Delays, Likely False Rumors

Yesterday I was asked a strange question, "Have you heard anything about the iPhone being delayed?"  As of then I had not.  But today there is a story on Engadget that shows a mixed…

Douglas A. McIntyre · 19 years ago

Cell Phones Eat Landline Business

It was not bad enough that the cable companies have been coming after telephone landline business with VoIP. And, doing it with some success. Comcast (CMCSA) added over 500,000 VoIP customers last quarter. Now…

Douglas A. McIntyre · 19 years ago

Motorola Gets More Bad News

Motorola (MOT) management probably thought they would get a couple of weeks of restful sleep now that Carl Icahn has been dispatched. But, no such luck. Rival Nokia (NOK) says it expects it global…

Douglas A. McIntyre · 19 years ago

Why the Chinese Love Nokia

This morning Nokia (NOK) issued a release that China Postel Mobile Communications Co, Ltd. would purchase mobile devices worth roughly $2.5 Billion (US Dollars) in 2007.  This is the largest cell phone distributor in…

Douglas A. McIntyre · 19 years ago

Bracing for Lucent-Alcatel Earnings (ALU)

Alcatel-Lucent (ALU-NYSE) will have reported earnings most likely by the time most of us are half way through our sleeping in the US on Friday morning.  As a reminder they gave us guidance at…

Douglas A. McIntyre · 19 years ago

Vonage’s “Patent Workaround”

Vonage Holdings (VG-NYSE) earnings came out shortly before the open and the good news is that the bleeding wasn’t any worse on a look-back to March 31.  The main crux of this has nothing…

Douglas A. McIntyre · 19 years ago

Do Vonage’s Earnings Even Matter Today?

Vonage Holdings (VG-NYSE) reports earnings today.  Estimates are for -$0.42 EPS and $195.35M revenues.  The issue today is that the earnings just don’t matter.  Only someone named Pangloss would be expecting much good out…

Douglas A. McIntyre · 19 years ago