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Verizon Communications (VZ)

  • Dec. 21, 2010, 11:43 AM
    Verizon Wireless (VZ, VOD) may sell the BlackBerry Torch (RIMM), or another BlackBerry 6 OS-based device in early in 2011, says Kaufman Bros. Nevertheless, Verizon still "views iPhone (AAPL) as essential to its future success." RIM's share of Verizon sales has been plummeting.
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  • Dec. 21, 2010, 11:10 AM
    The Mobile Marketing Association is devising privacy guidelines to protect smartphone users. Many popular phone apps currently transmit data to 3rd parties, without user consent. Consistency is needed "so marketers know how to act and consumers know what to expect," said the Association's chief.
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  • Dec. 21, 2010, 10:28 AM
    Breaking official silence, Microsoft (MSFT +0.6%) now claims manufacturers moved over 1.5M Windows 7 Phone devices in the first 6 weeks of sales. Playing catch-up, Microsoft has 18K developers on the project and 4K apps. A platform update ships in the next couple of months, says an exec.
  • Dec. 21, 2010, 10:12 AM
    RBC Capital Markets starts coverage of Motorola's (MOT +0.2%) handset spin-off Motorola Mobility with a Hold rating. When Motorola Mobility officially goes on sale on January 4, it will have $3B in cash and no debt. But it faces tough handset competition in 2011, which will pressure prices.
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  • Dec. 21, 2010, 9:47 AM
    The FCC is poised to pass net neutrality regulations today. If so, consumer advocates will rejoice while phone and cable corporations will balk. But expect lengthy court fights and uncertainty around web regulation for some time to come.
  • Dec. 20, 2010, 10:34 AM
    Sources claim Nokia (NOK -0.6%) is in talks with Microsoft (MSFT -0.1%) to port Windows Phone 7 to a new line of its smartphones. Skeptics may point out that down-sizing Nokia will have a hard enough time making good on its Symbian commitments, and Windows Phone 7 has apparently had a not-so-stellar launch.
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  • Dec. 17, 2010, 3:06 PM
    This is day one of trading for the "when issued" shares of Motorola (MOT -0.1%), which splits next month. But buyers can get the shares of both the new Motorola Mobility and of Motorola Solutions by just buying MOT now. They'll receive the "value that will be unlocked" when the new shares start regular-way trading.
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  • Dec. 17, 2010, 1:51 PM
    Research in Motion's (RIMM +2.5%) Q3 leaves Wall Street a house divided between bears and bulls. "RIM gets no respect," opines Needham & Co., and noting the stock's low valuation, says Buy. But Bernstein Research sees "a long list of clear signs of weaknesses," and keeps an Underperform rating.
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  • Dec. 17, 2010, 10:14 AM
    The upcoming PlayBook (RIMM +2.3%) 'redefines what a tablet should do,' says Research in Motion CEO Jim Balsillie. He predicts a shift from proprietary toolkits and unnecessary apps, but towards web fidelity, high performance, and CIO 'friendliness,' and we are 'way ahead.'
  • Dec. 16, 2010, 12:09 PM
    The new Nexus S is proof Google (GOOG +0.4%) learned from the failed Nexus One. Besides the capabilities to support mobile commerce, the most important Nexus S feature may be the software. It's pure chaotic Android, the "way Google intended it," giving the vendor more direct control of the customer.
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  • Dec. 15, 2010, 10:53 AM
    In a conservative scenario, Piper Jaffray estimates Verizon (VZ) will sell 9M iPhones (AAPL) in 2011. Verizon will cannibalize AT&T's (T) sales so that it will move 11M iPhones, down 4.6M from 2010. Overall, Verizon will activate roughly 25M smartphones next year.
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  • Dec. 14, 2010, 2:58 PM
    Nomura Securities launches telecom coverage with a Buy for AT&T (T +1.4%). AT&T faces "meaningful attrition" when it loses iPhone (AAPL) exclusivity in 2011, and a possible subscriber drop to 65.8M from 68M. But with fewer iPhone promotions, the better AT&T's margins, and the board will soon probably approve a 2-year, $10B share repurchase plan.
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  • Dec. 14, 2010, 10:25 AM
    Comcast (CMSCA +4.1%) is piloting a combined TV-web service that may let it block the cord-cutting threats from rivals like Google (GOOG) and Netflix (NFLX). The new service relies on a set-top box that mixes DVR and web capabilities and allows viewers to access on-demand content through their TVs.
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  • Dec. 13, 2010, 3:55 PM
    Credit Suisse remains bullish on Research in Motion (RIMM -2.1%). Strong sales of the BlackBerry Torch smartphone will contribute to Q3 revenue of $5.3B, with earnings/share of $1.65. But the introduction of the iPhone (AAPL) to Verizon's (VZ, VOD) lineup will drop unit sales and cause pressure on RIM in Q4.
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  • Dec. 10, 2010, 4:48 PM
    T-Mobile (DTEGY.PK) and Sprint (S) will both offer a tablet computer next year that will be 4G speed enabled. Details are scarce on both devices, but Sprint said yesterday it planned to expand its tablet offering beyond the Galaxy Tab (SSNLF.PK) to keep up with surging demand.
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  • Dec. 10, 2010, 1:38 PM
    Brokerage and investment firm CLSA gets on the Apple (AAPL)-to-$400 wagon by raising their price target from $365: A survey "suggests our iPhone unit estimates are too low," especially considering the upcoming Verizon Wireless (VZ, VOD) version, and the firm bumps up unit projections for iPad as well. AAPL now +0.3% to $320.72.
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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.