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Verizon Communications (VZ)

  • 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.
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  • 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.
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  • 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.
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  • 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."
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  • 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.
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  • 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.
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  • 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.
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  • 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%.
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  • Dec. 29, 2010, 1:21 PM
    Skype (EBAY) comes clean on last week's eye-blackening service outage. A bug in a version of a Skype Windows (MSFT) client that 50% of users run resulted in a failure for 40% of these subscribers. Skype will do some software and process soul searching to avoid future disaster.
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  • Dec. 29, 2010, 10:11 AM
    After languishing for years, the fiber-optic network market is set for a rebound, with 14 acquisitions this year. Fiber is in demand to link office buildings, data centers, and cellular towers, and for the "last mile" connection to end users' homes. But investor doubts will linger for some time.
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  • Dec. 29, 2010, 9:50 AM
    Whispers that Verizon Wireless (VZ, VOD) would unveil its version of the iPhone (AAPL) at CES next week appear to be unfounded. Rather, Verizon will preview Android (GOOG) 4G LTE devices. Just when the Verizon iPhone ships is a mystery - but both companies have a lot of work ahead.
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  • Dec. 28, 2010, 1:48 PM
    The amount of data that downloaded to mobile devices doubled since last year, heavily driven by video streams, according to Cisco's (CSCO) Visual Networking Index. Although the carriers have spent billions on network upgrades, the effort's been "akin to putting a big fire out with a garden hose."
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  • Dec. 28, 2010, 1:16 PM
    As part of its "hotzones" initiative, AT&T (T +0.1%) is expanding Wi-Fi access to subscribers in New York and San Francisco. The Wi-Fi service complements its existing 3G cellular network by targeting areas high in subscriber density. But nothing can stop the explosion of bandwidth-hogging apps and devices.
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  • Dec. 28, 2010, 12:55 PM
    BTIG initiates coverage of Clearwire's (CLWR) 8.25% exchangeable notes due in 2040 with a Buy, noting they are less volatile than the company's shares. Sprint (S) will probably buy Clearwire in 2011 for at least $15/share to lay hands on its valuable spectrum. Clearwire is +0.7% and Sprint is -0.3%.
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  • Dec. 28, 2010, 12:06 PM
    Ailing Nokia Siemens (NOK, SI) expects a Q1 wrap for its $1.2B acquisition of the Motorola (MOT) Networks business. It had originally set a 2010 deadline, but it needs Chinese anti-monopoly regulatory clearance. The buyout may allow Nokia-Siemens to gain a foothold in both the Japanese and U.S. wireless markets.
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  • Dec. 28, 2010, 11:11 AM
    Apple (AAPL +0.4%) tops its 52-week high of $325.72/share, and may even hit a $300B valuation. No suprise: Apple is a unique high tech giant that can "generate consistent high growth, strong profits and a steady stream of must-have new products." Some think it will top Exxon (XOM) as most valuable U.S. firm.
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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.