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Wireless Carriers: Sprint and T-Mobile

Posted on Monday, Aug 11th 2008

On August 6, Sprint Nextel Corp. (NYSE: S) reported second quarter results that beat analyst estimates. The new CEO, Dan Hesse, has put in place a turnaround plan for improving customer experience, building the Sprint brand, and increasing profitability. The plan is already showing results: the churn rate decreased to 2% from 2.45% last quarter. >>>

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Semiconductor IP Players: IDCC, Tessera

Posted on Friday, Aug 8th 2008

InterDigital, Inc. (NASDAQ:IDCC) reported a strong second quarter on August 6. Added to the positive news in two major cases, its shares soared to a 52-week high of $28 on July 31. InterDigital is a top 5 beneficiary of the 3G iPhone, as its licensing technology is used not just by Apple but by RIM, Samsung and Nokia. >>>

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Online Travel: Expedia, Priceline, Orbitz

Posted on Thursday, Aug 7th 2008

The three key online travel companies are going through a rough patch following their recent quarterly earnings reports. >>>

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Cisco Confident

Posted on Wednesday, Aug 6th 2008

Networking giant Cisco reported strong Q4 and fiscal year 2008 results yesterday that narrowly beat analyst estimates. Its shares soared on the company’s positive outlook that the economic slowdown will be relatively short-term. >>>

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Networking Roundup: Foundry, Nortel, Alcatel

Posted on Monday, Aug 4th 2008

I had earlier discussed in my Online Video Beneficiaries series consolidation among the networking dwarfs so that they can be stronger competition for Cisco. >>>

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Internet Stock Roundup: SFLY, MNST, NFLX

Posted on Friday, Aug 1st 2008

This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly and Monster are facing an economic slowdown environment. Netflix may actually be benefiting from the slowdown since people tend to stay at home during recessions, and not eat out, go to the movies, or spend gas money to drive around. >>>

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Networking Sector: F5, Juniper, Akamai

Posted on Thursday, Jul 31st 2008

I have written extensively on Cisco and other networking companies as part of the Online Video Beneficiaries Series in which I suggested that smaller networking players will consolidate to take it on. The core businesses of Cisco’s biggest rival, Juniper, are going strong. F5 is also taking small steps in fighting Cisco in its niche of application delivery networking. >>>

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Disney Has Fertile Acquisition Grounds Ahead

Posted on Thursday, Jul 31st 2008

The Walt Disney Company (DIS), the entertainment major, announced Q3 results yesterday, reporting a 9% rise in net income for the quarter. >>>

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3G iPhone and Verizon, AT&T Earnings

Posted on Tuesday, Jul 29th 2008

With the cheaper and faster 3G iPhone selling 1 million in the first weekend, you would think Verizon must be worried. But yesterday in its earnings call, it said the iPhone effect is minimal, if not positive. >>>

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iPhone Bounties for Qualcomm, Infineon

Posted on Monday, Jul 28th 2008

Infineon figured at the top of my recent list of 3G iPhone’s Top 5 Component Beneficiaries. It is a major beneficiary with four wins: the digital baseband processor, a UMTS transceiver, a power management chip and a GPS chip. But there is a bigger beneficiary without a single design win in the 3G iPhone: Qualcomm. And the recent settlement with Nokia puts Qualcomm in an even better position. >>>

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