Seeking Alpha
 

Verizon Communications (VZ)

- NYSE
  • Jan. 3, 2011, 11:17 AM
    Despite Research in Motion's (RIMM +2.7%) denial, Kaufman Bros. repeats its claim the PlayBook suffers from a short battery life. Even with a revamp, it's unlikely RIM can match the iPad's (AAPL +2.1%) 10-hour battery life. But Kaufman suggests the PlayBook's embedded Adobe (ADBE +1.7%) Flash technology is the power hog.
    | Comment!
  • Jan. 3, 2011, 9:23 AM
    The absence of Apple (AAPL) at CES will be "an elephant in the room." Apple doesn't do trade shows, even if its iPad is the industry's most important new product. In its stead will be rivals like Motorola (MOT) who are expected to field new tablet PCs, and partners like Verizon (VZ), who'll talk up Android (GOOG) phones.
    | Comment!
  • Dec. 31, 2010, 3:56 PM
    Clearwire (CLWR -0.9%) ends 2011 with its chairman abruptly resigning, and it will be "fascinating story" in 2011. Questions remain: Will majority owner Sprint (S +1.5%) provide more financing, or buy it outright? Will Sprint still use Clearwire as its 4G backbone, or will it build out its own network at the cost of billions?
    | Comment!
  • Dec. 31, 2010, 3:27 PM
    Frontier Communications (FTR +0.9%) hits a new 52-week high, trading over its previous $9.72/share. It provides traditional telephone and 'net services. It may be "the final leader" for conventional telephone services before cellular makes them obsolete, and offers some potential in the meantime.
    | Comment!
  • Dec. 31, 2010, 1:47 PM
    Alliance Fiber Optic Products (AFOP +13.5%) trades to a new 52-week high of $15.68/share. The company makes high performance components for communications equipment manufacturers. After a long lull, experts believe the fiber optic network sector appears poised for a rebound.
    | Comment!
  • Dec. 31, 2010, 10:51 AM
    Sprint (S +0.9%) will sink $200M into cash-strapped Clearwire (CLWR -1.3%), while reducing its 54% stake in the company to 50%, predicts Kaufman Bros. In a potentially ominous sign, Clearwire's chairman Craig McCaw stepped down today. Kaufman maintains a Hold on Clearwire.
    | 1 Comment
  • Dec. 31, 2010, 10:31 AM
    Connectivity software provider Smith Micro (SMSI +0.4%) sees new opportunities as 4G continues to expand through the U.S., says an executive. Its authentication and other apps could be used to connect people's homes to wireless networks. But much depends on just how fast 4G rolls out - and that involves a lot of variables.
    | 1 Comment
  • Dec. 31, 2010, 9:52 AM
    Google (GOOG -0.5%) has all the components needed to be a wireless carrier, including the booming Android OS and Google Voice. Despite Nexus One's crash, it probably will move into the carrier space in some form. "Google loves to push the boundaries to see what's possible," says an industry consultant.
    | 1 Comment
  • Dec. 30, 2010, 2:20 PM
    Windows Phone 7 (MSFT -0.4%) now has a respectable 5K apps to run on the 1.5M phones shipped so far. But ominously, Microsoft is still mum on the sales to end users. Then again, "no one expected Windows Phone 7 to take the market by a storm," notes IDC.
    | Comment!
  • Dec. 30, 2010, 1:55 PM
    Wireless gear maker Ceragon (CRNT -0.3%) will get a boost as cellular networks grow in India, says CL King, adding a second bullish analysts' take on the firm. Even with 707M subscribers, India has only 60% wireless market penetration. Then there's Ceragon's long-term opportunities in the U.S.'s 4G wireless expansion.
    | Comment!
  • Dec. 30, 2010, 1:30 PM
    Chip tech designer MIPS Technologies (MIPS) is +6.4%, apparently after an article yesterday claimed the firm's core designs will benefit from the rise of Android (GOOG) as a smartphone platform. ARM Holdings (ARMH) has been a near-monopoly here - but "MIPS is now getting a piece of that action," the author boldly declares.
    | Comment!
  • Dec. 30, 2010, 9:46 AM
    The rumor that Nokia (NOK -0.1%) may release a Windows Phone 7 (MSFT -0.1%) handset "is stark raving loony," says a Nokia insider. Nokia is a control freak when its comes to its ecosystem, and it "really does" have the OS strategy figured out. What "they don’t have figured out is user experience design."
    | Comment!
  • Dec. 30, 2010, 8:57 AM
    Skype (EBAY) offers a video-calling app for the iPhone (AAPL) and other Apple devices. Given Skype's scale, this could worsen mobile network bottlenecks, and renew calls from European telecoms to make the web services companies contribute cash to infrastructure upgrades.
    | Comment!
  • Dec. 29, 2010, 3:49 PM
    Motorola's (MOT +0.3%) upcoming Android- (GOOG) based tablet PC will probably be the first such device Verizon Wireless (VZ, VOD) offers for its LTE 4G network, says Global Equities Research. "LTE is quite a complicated system," but Motorola can draw on extensive wireless know-how, and the device will probably ship in Q2.
    | Comment!
  • Dec. 29, 2010, 3:01 PM
    Wireless systems maker Ceragon Networks (CRNT) is +4.3% after RBC Capital lifted its rating to Outperform from Sector Perform. Ceragon reported $236.2M in sales over the past 12 months, and estimates further sales of $290M in the next fiscal year.
    | Comment!
  • Dec. 29, 2010, 2:04 PM
    Despite early hiccups, Nokia (NOK) shipped as many as 4M of its N8 flagship smartphones in Q4, according to one estimate. Morgan Stanley had predicted sales of only 2.5M N8 units this quarter. Nokia is +1%.
    | Comment!
Visit Seeking Alpha's
VZ vs. ETF Alternatives
Company Description
Verizon Communications Incis a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies. Its two segments are Wireless and Wireline.