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Mordechai Rorvig  

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  • Sprint Customer Satisfaction Far Lower Than Verizon, AT&T, And T-Mobile
    Mon, Mar. 23 S, T, TMUS 4 Comments

    Summary

    • I compare customer complaint levels for the four largest U.S. wireless carriers: VZ, T, S, TMUS.
    • Complaint numbers are highest by far for S, and lowest by far for VZ; T, TMUS numbers about the same.
    • Counter to expectations, rate of complaints against S appears to have increased significantly in last 5 months.
    • Information supports investment case for VZ; cautiousness around T, TMUS; and lastly, closer scrutiny of S turnaround progress and potential.
  • 3 Catalysts For AT&T To Beat Expectations
    Thu, Mar. 19 T 40 Comments

    Summary

    • AT&T stock has many things going for it: high dividend yield, strong balance sheet, large cash flows, strong position against competitors and good valuation. However, it lacks growth.
    • Growth can be achieved, but catalysts are needed. These include the close of acquisitions, business improvements. and market developments, which may occur in the short to long term.
    • In particular, increasing popularity of data-driven apps could drive long term revenue increases for the business.
  • Intel Works To Develop Monolithic Integration Of Wifi And RF, Part II
    Jun. 9, 2013 INTC 16 Comments
  • Intel Works To Develop Monolithic Integration Of Wifi And RF, Part I
    Jun. 6, 2013 INTC 19 Comments
  • The Growing Performance Gap In Consumer Software And How To Play It
    Feb. 25, 2013 INTC, GOOG, AMD 16 Comments
  • Intel Vs. Microsoft: Stability, Growth Or Stagnation?
    Feb. 18, 2013 INTC, MSFT 51 Comments