Nortel Sets A Faster Pace (NT)(ERIC)(RBAK)(ALA)(VZ)(MOT)
After a glowing cover story in Barron’s recently, Nortel had something to live up to. The company, down so long that almost no one remembers when the company did well, Nortel signed at $2…
Telecom & Wireless
All Telecom & Wireless Articles
Newest first · Page 150AT&T Goes High Def (T)(BLS)(VZ)
Lost in all of the news that the AT&T merger with BellSouth is facing big obstacles is the announcement that the big phone company will launch a high-definition TV service with 27 channels That…
Analyzing AT&T (T)
By Yser Anwar, CSC of Equity Investment Ideas Yesterday the FCC Commissioner McDowell announced he would not vote on the AT&T and BellSouth deal. It was widely expected that McDowell would cast the tie-breaking…
US Telecoms Flex Muscle In Asia (VZ)(T)
Verizon and AT&T are both working on deals to set up high-speed cable between the US and Asia. The infrastructure would help handle the increased high speed internet and phone traffic from corporations and…
Why Oh YRC?
By William Trent, CFA of Stock Market Beat YRC Worldwide Updates Earnings Guidance: Financial News – Yahoo! Finance The company now expects fourth quarter 2006 diluted earnings per share (”EPS”) to be in the…
As Problems Deepen, Qualcomm Brings In New Blood
Stocks: (S)(QCOM)(TXN)(BRCM)(NOK) Qualcomm has promoted one of its own to chief operating officer and brought in a former Sprint executive to be group president. The move is odd because Sprint has adopted WiMax for…
Is Telecom TV Bad For Cable’s Business?
Stocks: (TWX)(VZ)(CMCSA)(CVC)(T) I would appear that when two companies offer TV and other services over lines into the home, prices drop a lot. According to the American Consumer Institute, the drop is 27% over…
Comcast’s Plan To Eviscerate The Phone Company (T)(VZ)(CMCSA)
Comcast has grown tired of the talk about Verizon and AT&T’s plans to use their new fiber-to-the-home infrastuctures to steal the cable company’s customer. Their reasoning may be sound. Comcast moved into the VoIP…
Ten Most Undervalued Stocks: Sprint
Stocks: (S)(INTC)(MOT)(MSFT)DELL) Sprint Nextel is out of favor, Way out. Wall St thinks its third place spot behind Cingular and Verizon Wireless ain’t a good place to be. And intergating the Nextel purchase has…
Motorola Has Too Much Money, Buy Nortel
Stocks: (MOT)(JNPR)(NT) Motorola is sitting on too much cash and Wall St. is worried that the company does not know what to do with it. Cash and securities less debt is about $7 billion.…
Asian IPTV Points The Way For Verizon And AT&T
Stocks: (FTE)(VZ)(T) Several internet TV initiatives in Asia and Europe plot a difficult path for telecom IPTV. That being said, some of the initial installations do hold out the promise of robust growth. Hong…
Comcast: Verizon Home Invasion
Stocks: (CMCSA)(VZ) Verizon is starting service in Philadelphia for its IPTV service over fiber. It will be offered to 100,000 homes. The city is the headquarters home for cable giant Comcast, which owns the…
InTel And Qualcomm Battle For Wireless
Stocks: (QCOM)(INTC)(ERIC)(S)(MOT) Qualcomm announced that it bought two chip companies, one in the WiFi space and one in Bluetooth. The move would appear to be one that puts QCOM in competition with Intel to…
Traditional Indexation, Fundamental indexation, and Market Spirits
From Value Discipline Not exactly a subject that makes your socks roll up and down. Most value “guys” don’t give a moment’s thought to indexation…we believe that through application of our discipline, we can…
Slowing ISM, Slowing Chicago PMI…Is This The Soft Landing?
The reading of ISM Manufacturing coming in under 50.0 is signaling that the Chicago Purchasing Managers was not a fluke yesterday, although read the summary about a silver lining at the end here. This…