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LM Ericsson Telephone Co. (ERIC)

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Instablog posts on ERIC

I'll Take Sweden: Socialism, Free Markets, and the Nanny State by Chip Krakoff
In the eyes of many Americans, “Sweden” is shorthand for everything we don’t want America to become. It’s a tradition that goes back some way. In the 1965 movie I’ll Take Sweden, Bob Hope is an executive whose company sends him to Sweden, and he takes his teenage... More »
October 1, 2009 • F, VOLVY.PK, ERIC
Supply Chain Insights : Expect Modest Upside For CSCO by Richard Davenport
CSCO : SEE MODEST UPSIDE TOMORROW. CSCO reports FQ4 results tomorrow (8.5.09) after the close. The Street expects FQ4 revs of $8.519B, +0.9% above the midpoint of mgmt’s guidance of $8.447B. Street FQ4 revs assume +4.4% Q/Q growth (7-yr avg +5.0%; s=3.02). Street FQ1 revs are $8.589B... More »
August 4, 2009 • EXTR, ARRS, MOT
Live Trading News AMZN AXP ERIC MCD MMM MSFT by The Aft Deck
July 23rd, 2009 (Live Trading News) Alert: The Red Roadmaster Looks at LM Ericsson (ERIC) for the 1st time.The NAS rose yesterday for the 11th day running for the longest winning streak since September 1996 Re-cap of the US Stock Market Action for July 23, 2009 + Stock Talk The DJIA ran... More »
July 23, 2009 • AMZN, AXP, ERIC
Broadband Wireless Winners and Losers by Wisdom vs. Information
Infinera (INFN) is reported to have lost 40Gigb/S packet optical transporter system (P-OTS) bids to Huawei with Level 3 Communications (LVLT). INFN had been LVLT's sole provider of 40G; LVLT had provided 24 percent of INFN's revenues. INFN shares are down and at least one analyst has... More »
July 21, 2009 • SBAC, T, ALVR
Search for Yield, Momentum, and Value by Scott's Investments
Given the declining yields in US equities and continued thirst for dividends by investors, I decided to run a screen over at Finviz.com to see if I could come up with any potential high yield candidates. The criteria are listed below:Dividend Yield>4%Average Volume>50k, to filter out... More »
July 15, 2009 • AAUKY.PK, AEG, AGNC
Interdigital Communications Poised for Respect by Beacon Asset Managers
Interdigital Communications Corporation (IDCC) has long been the Rodney Dangerfield of the wireless Telecom sector, as it just “can’t get no respect,” from either Wall Street or many of the big wireless players. However, that may finally change later this summer as the... More »
July 13, 2009 • IDCC, NOK, SNE
ERIC : China 3G Contracts Support Thesis by Richard Davenport
EVENT $1B Contract With CHL; $700M Contract With CHUCAUSE Upgrades To Both 2G And 3G NetworksIMPACT Positive For Names Exposed To China 3G Infrastructure BuildoutACTION Already Positive On 12 China 3G Names (3.3.09)SUPPLY CHAIN EVENT TRACKER5.6.09 Competitor CSCO guides FQ4 revs +2.2% above... More »
July 9, 2009 • ERIC, ADI, ALTR
UMC CFO: XLNX Revenue Shortfall Due To Capacity, Not Yield Issues by Richard Davenport
Last week, XLNX lowered guidance due to demandPR didn't provide details, but we stated that the shortfall was due to capacity constraints at 65nm node (11% of revs)DigiTimes, citing UMC's CFO, confirms thisReiterate our positive stance on foundries, semi equipment, raw material... More »
July 7, 2009 • CHRT, SMI, TSM
The EU Sticks A Knife Into Apple by Anton Wahlman
First Qualcomm, now Apple. Remember the GSM vs CDMA phone standards wars some 15+ years ago? The European Union (EU) at that time turned against Qualcomm in favor of the Nokia-Ericsson-Alcatel-Siemens backed GSM standard, mandating it in Europe and therefore limiting what would have... More »
June 29, 2009 • AAPL, RIMM, QCOM
Philippine Outsourcing Targets Europe after Obama Tax End by Outsourcing Insider
With the Philippines continually betting on revenues and jobs from the global outsourcing market, forecasting a growth rate for this year of 20 to 30 percent, the country then needs to refocus its promotion direction to new markets like Europe especially with its main client, the United... More »
May 11, 2009 • ERIC, SI, RDS.A

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

LM Ericsson Telephone Co. (ERIC)

Instablog posts on ERIC

I'll Take Sweden: Socialism, Free Markets, and the Nanny State by Chip Krakoff

Supply Chain Insights : Expect Modest Upside For CSCO by Richard Davenport

Live Trading News AMZN AXP ERIC MCD MMM MSFT by The Aft Deck

Broadband Wireless Winners and Losers by Wisdom vs. Information

Search for Yield, Momentum, and Value by Scott's Investments

Interdigital Communications Poised for Respect by Beacon Asset Managers

ERIC : China 3G Contracts Support Thesis by Richard Davenport

UMC CFO: XLNX Revenue Shortfall Due To Capacity, Not Yield Issues by Richard Davenport

The EU Sticks A Knife Into Apple by Anton Wahlman

Philippine Outsourcing Targets Europe after Obama Tax End by Outsourcing Insider

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