Nippon Telegraph & Telephone Corp. (NTT)
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NTT Forum Topics
- All Comments on NTT
- General Discussion on NTT
- Japanese ADRs Trading Below or Near Book Value [view article]
- Japanese Tech Stock Weekly Summary (6/23-6/29) [view article]
- Japanese Tech Stock Weekly Summary (5/26-6/1) [view article]
- PJO Offers a Fundamental Approach to Japan - Can It Recover? [view article]
- Nippon Telegraph & Telephone Redefines Touch Screen [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Japanese Tech Stock Weekly Summary [view article]
- 18 Ways to Invest in Japan, the Land of the Rising Sun [view article]
- China Mobile, Nippon: Asian Telecom Showing Steady Growth [view article]
- NTT's IMS Project: Trailblazing or White Elephant? [view article]
- Japanese Tech Stock Weekly Summary [view article]
Recent NTT Articles
- Japanese ADRs Trading Below or Near Book Value
- Japanese Tech Stock Weekly Summary (6/30-7/4)
- Japanese Tech Stock Weekly Summary (6/23-6/29)
- PJO Offers a Fundamental Approach to Japan - Can It Recover?
- Japanese Tech Stock Weekly Summary (5/26-6/1)
- Japanese Tech Stock Weekly Summary (5/12-5/18)
- Nippon Telegraph & Telephone Redefines Touch Screen
- Wall Street Breakfast: Must-Know News
- Japanese Tech Stock Weekly Summary
- Japanese Tech Stock Weekly Summary
- Full List of Articles »
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Japanese ADRs Trading Below or Near Book Value [view article]
these div. ields are a jok. check outFRO.no connection to wallst or fro. ReplyJapanese ADRs Trading Below or Near Book Value [view article]
Why are dividend yields so low? Should it not be more like 7% at the bottom? ReplyJapanese Tech Stock Weekly Summary (6/23-6/29) [view article]
The KVH that appears in this article is not KVHI. KVHI is a mobile satellite dish maker (KVH Industries). The KVH mentioned in the article is a Japan-based CLEC (competitive local exchange carrier) and IT service provider that is a 100% subsidiary of Fidelity Investments. ReplyPJO Offers a Fundamental Approach to Japan - Can It Recover? [view article]
Don Dion is offering a free video conference this Wednesday on his outlook for the 2nd half of the year! Go to www.dionmm.com/video/p... to register! ReplyNippon Telegraph & Telephone Redefines Touch Screen [view article]
Very interesting, this one should go a long way. I see see some useful graphic explantions in English here www.ntt.co.jp/news/new... ibut, like you said, the dedicated web site is here www.redtacton.com/jp/f... in Japanese and I would be happy to send a free translation to anyone who contacts me at riskmentor@gmail.com (I translate Japanese patents for a living but this one is enteresting enough to merit a freebee) ReplyWall Street Breakfast: Must-Know News [view article]
MSFT is a old dog with alot of cash and not knowing what to do with it ReplyWall Street Breakfast: Must-Know News [view article]
Msft must get into some serious bussiness with solar energy.It has the resources of more than 30 countries and could use some of that capital to make a real impact on world use of fossil fuels.As far as getting involved in the internet again:They want to pay all those lawyers and money to the europeans for daring undercut the statis be?The socialist(closet commies)will never agree to Msft competing on their markets.Just see how BA has been treated in comparison to Airbus.I think msft is only thinking how they will get a foothold in china.Forgetaboutit!Ch... isn't worth it and if you got any technology that they can steal they will and not give you squat for it.Goodday. Replywatcher
Wall Street Breakfast: Must-Know News [view article]
MSFT should walk away at this point. YHOO declines in value each passing day and is it really worth the grief to try and integrate such differing cultures especially when their is so much animosity at YHOO.MSFT would be much better served by walking away and instead making TWX and offer for AOL instead. That would be a win/win. MSFT gets the foothold it is looking for and Time Warner gets to unload a boat anchor that has been dragging on it's performance and valuation.
Honestly I don't understand why MSFT does not try to partner with a cable company or make a bid for a satellite company like DISH. There might be antitrust issues but, imagine the impact on say an MSFT, AOL, DISH combination on Google.
Regardless at this point the bid for YHOO is just a used wipe who's time has come to be flushed.........
What would be my bets on this? I'm thinking May $25 Put's against YHOO and May $32 calls for MSFT. Reply
Tiedeman
Japanese Tech Stock Weekly Summary [view article]
I see the dollar weakening much against the mighty YEN. This will only hurt Japan, Inc. ReplyEditors
General Discussion on NTT
Is this a buy or a sell? Reply18 Ways to Invest in Japan, the Land of the Rising Sun [view article]
Interesting list - I disagree with Orix, though - I think that stock could revisit its 2000 lows of $5. It's basically ridden the carry trade and the stock price correlates highly with the yen, so if the yen goes, so goes IX back down to its old price levels. ReplyChina Mobile, Nippon: Asian Telecom Showing Steady Growth [view article]
Good job, that stock price has gone up 110% since you recomended it... ReplyChina Mobile, Nippon: Asian Telecom Showing Steady Growth [view article]
Good job, that stock price has gone up 110% since you recomended it... ReplyNTT's IMS Project: Trailblazing or White Elephant? [view article]
Hi Andy,first of all I want to say that I really like your column. It always provides good insights into what is going on in the communications industry. Now here's a few comments regarding your article on high-speed access in Japan.
90% coverage with ultra-high speed pipes is nice but first of all it means some serious investment. Only if a sufficient number of subscribers can be attracted the carrier will be able to make money, and this is where the problem starts. The first graph shows that Japan experiences the same phenomenon as South Korea a few years ago: Subscriber numbers for the new higher-speed technologies (here: FTTx replacing ADSL, in South Korea it was VDSL replacing ADSL) ramp up slower and level off sooner than for the previous technology (which was new and exciting at that time). Even in Japan where access via FTTx is dirt cheap compared to other countries people are not really enthusiastic about having more bandwidth. I guess that to get them interested it will have to be as cheap or even cheaper than what they have today (unless somebody finally comes up with those fantastic value-added services that the industry has been fantasizing about for years). Now, what does this mean for the prices of equipment and chips that are required to enable these multi-megabit and gigabit services? Let's hope everybody will be able to reduce his cost fast enough. In the past this was not the case, and there is plenty examples of money-losing equipment and chip vendors in this business. Surprisingly, (too) many of those are still around. Reply
Japanese Tech Stock Weekly Summary [view article]
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