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frmrVZguy

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  • Alcatel-Lucent misses by €0.02, misses on revenue [View news story]
    SP up? Why? Divestitures continue. Do investors really want the IPO fraction and ALE 15% fraction so desperately? Gambling on 4Q dividend after IPO? Any Div'y would be paid at a % of the new enterprise value.
    Odd.

    I believe Combs has burnished his reputation as top-tier. The hard way in this case.
    GLTA & GL to MC in the next chair.
    Jul 30, 2015. 03:49 PM | 1 Like Like |Link to Comment
  • Why Alcatel-Lucent's Discount To Takeover Price Will Shrink [View article]
    Chris, I read your bullet points hoping there would be a summary sort of statement that tied them into some sort of equation showing that NOK was decreasing in SP and ALU increasing, or some other 'equation' that nets ($NOK/$ALU) a smaller value.... I am not seeing it.
    Care to expand on the value statement in the title?
    Jul 30, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Intel And 3D XPoint Processors [View article]
    If an analyst didn't think Tsinghua's buyout offer of Micron was funny at the time of announcement, it looks positively hilarious now.
    Jul 30, 2015. 03:16 PM | 4 Likes Like |Link to Comment
  • Sequans Communications: Is The Stock Crash Overdone? [View article]
    I've posted before that G needs speaking training and a scripted statement developed by a good PR staffer. But here's bullet points pulled from the CC here on SA that were new revelations. I'm emphasizing the surprise product launch commments with **** that will be announced at launch but not now:
    http://seekingalpha.co... Sequans Communications' (SQNS) CEO Georges Karam on Q2 2015 Results - Earnings Call Transcript Jul. 23, 2015
    > our customer is preparing for the launch of the two tablets ... the two Android tablets ... both tablets will launch in the third quarter.
    > **** we expect more customer product launches to come in the second half of the year...
    > we have formalized our relationship with another OEM module maker focusing on the M2M/IoT. We hope to make a specific announcement we don't find this customer soon...
    > we added design win with a new customer for a mobile router based on our Cassiopeia chip targeting a network operator other than Verizon....
    (\/ On India market\/)
    > expect positive momentum in India during the second half as the major cellular carriers begin to ramp...
    > several different partners in India to address **** Airtel, ****Aircel, Tikona as well as **** Reliance Jio...
    > steady increase in sales from a very small base mainly CPEs for enterprise use and for multi-dwelling applications, which will be followed next year by ****mobile routers and ****other consumer related devices...
    > we have won through our local OEM partner a ****single-mode CPE projects addressing one region... expect revenues from China to begin later this year gradually building from a small base...
    > We expect revenue from the public safety business during the second half of the year related to our large U.S. public safety customer...
    > We are expecting an ****additional M2M router to be launched during the second half as well as ****multiple consumer related IoT device...
    Question-and-Answer Session...
    > and hopefully ****other tablet will come, but the two are coming here... launch as I said in Q3....
    > We added by the way another customer, ****another ODM other than NetComm who is ramping now with nice order we are seeing from them by quarter...
    > we are going from few number of customer to more than a dozen active production. So definitely this put us in a very good feeling about 2016...
    > Bharti and Tikona, they already launched... And as you know Reliance they are more into friendly launch and they decided to go full launch in December. And again there, we have ****initial order for the friendly launch that they are doing in the second half...
    (\/ On China market\/)
    China Telecom...
    > now we have really a first project to deploy in a region in the coming 12 months... ****They have an order for 18 months and this is really exclusive for us...
    > China Mobile ... now they are opening some doors mainly for CPEs, again, which is single-mode and
    > our partner are engaging on this...
    Jul 29, 2015. 07:03 PM | Likes Like |Link to Comment
  • Sequans Communications: Is The Stock Crash Overdone? [View article]
    A couple headlines that should sound good to SQNS investors:
    China editors permitted this expose' stating that immediate solution to broadband "last mile" development is urgently needed. We know how ;O)
    * http://tinyurl.com/npg... "Broadband speed card of peripheral speed in the last kilometer supervise the universal service market (2015/7/29 15:23) "Before the end of October this year, the flow speed rates must fall by 30% ", the Ministry once again thrown the big news... This means that time is tight and heavy task, the impact of network construction target completion rates fall the biggest obstacle to the "last kilometer" problem need multi-force, acceleration resolved..."
    * Honeywell to buy Melrose's utility metering business for $5.1 billion Tue, Jul 28 (Reuters)
    *PRESS RELEASE HBO NOW Available Today To Verizon Broadband Customers July 28, 2015
    * 22 July 2015 Imagination appoints industry veteran to lead its expanding China operations General Manager James Liu to drive next phase of company’s growth in strategically important region
    \/ THIS NEXT ONE is confirmation of our tech performance \/
    http://tinyurl.com/nm2... "July 28, 2015 Globe Telecom deploys small cells technology.... the small cells – mini-base stations using lower transmit power strategically positioned around the island – can support multiple technologies, including 3G and LTE... a huge portion of data traffic in the island was offloaded to small cells, with speeds clocking in at more than 40 Mbps on WiFi and at least 20 Mbps on LTE..."
    *http://tinyurl.com/qy3... eNewsletter – 7/17/15 Wireless/DSP Newsletter by Will Strauss on Jul 22, 2015 ... Marvell Scales Back LTE Modem Business
    Jul 29, 2015. 06:39 PM | Likes Like |Link to Comment
  • BlackBerry +5.6%; Morgan Stanley upgrades, cites cash and job cuts [View news story]
    Open letter to John Chen, CEO of Blackberry
    Sir, As you can see from my avatar, we have frmr ties to each other's success. For years I and my frmrVZ colleagues appreciated your devices and services. It was with great dismay we watched your demise from the wrong-headed hardware choices made by your former coCEOs in the trackball and trampoline touch screen. You became distracted by those problems which robbed you of
    resources for the software environment development. Market sentiment flipped when your devices were no longer providing utility-grade dependability due to those hardware flaws.
    Today I raise the point that your reputation for security is an asset upon which to re-build with new hardware choices that are apparent to us Intel observers. Security is the story driving adult smartphone choices. Adults, who have assets to lose, are dismayed by (in)security revelations arising all too frequently. Techies know 64bit encryption goes only so far. Kudos to 64 bit ARM and QCOM chips, but we want something better. This: Intel 'Atom'-based twin-chip worldband multiband Category 6 LTE smartphones with multiple trust zones for security. << THAT's what I understand can be the game-changer in smartphone security and in this way Intel is superior to ARM.
    It's my understanding that Intel has resolved the problem of application inter-operation between hardware platforms and you have done the same between software platforms. There is no more need to wait for Intel's 4G LTE SoC when an outstanding design has already shown what can be done with a multi-chip circuitboard design: the iPhone uses a CPU/APU + 2 modems. You should find a
    ready partner at ZTE who would be interested in utilizing its own proven twin-chip designs from previous smartphones that were not designed under QCOM's QRD, redesigned to use ATOM and Intel's stand-alone modem. ZTE is particularly interested in exportable business and I expect a quick response to your enquiry. I also expect Foxconn could work out a fab deal with them. There are already several tries at this design from ASUS and Lenovo. Intel should be very welcoming and supportive toward your interest in a BlackberryOS halo-project for security-conscious smartphone users. I expect market acceptance would be great. Sincerely Yours
    Jul 28, 2015. 03:38 PM | 1 Like Like |Link to Comment
  • Intel Is Pushing Aggressively Into The Internet Of Things [View article]
    Intel's IoT opportunity comes on the demise of Cisco's in China. Chambers predicted the future would be brutal but he believed Cisco would be the victor. So, Cisco and QCOM met their Waterloo in Beijing.
    Much of the IoT that INTC is seeding is in China and very much is directed toward telco boxes for both RAN and routers. It's impossible to predict the unpredictable future Chinese policy toward foreign successes in China, but if past is prologue then they will make a policy preventing anything but Chinese dominance within China itself. Knowing their tendency is what keeps BrianK on guard.
    I predict success.
    Jul 27, 2015. 03:17 PM | Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    I'm recalling the way the Rockstar consortium, which did not include INTC, gave up and sold out to RPX, and currently how INTC and APPLE legal council have taken a stand, in alliance with China, opposing QCOM's calculus methods. This looks like a maneuver in avoidance of a 'Legal WW3', and someone like RPX is going to become a defacto 'United Nations Clearinghouse of IP'. I say avoidance because the legal trend is to dismantle the QCOM and ERIC et al methods based on total device sale price as basis for royalty calculus and replace it with "‘smallest salable patent-practicing unit." A multi-national consortium may result this time around. IMO
    ------
    Old References:
    http://bit.ly/1Ku8aav Press Release RPX Corporation Purchases Rockstar Patents SAN FRANCISCO, Dec. 23, 2014 /PRNewswire/ -- RPX Corporation today announced that its subsidiary, RPX Clearinghouse LLC, executed an agreement to purchase the patent assets controlled by Rockstar Consortium LLC. Rockstar is the entity formed in 2011 by Apple, Blackberry, Ericsson, Microsoft, and Sony to purchase approximately 6,000 patent assets from the Nortel bankruptcy estate. Approximately 2,000 of these patent assets were previously distributed to various Rockstar owners and are not part of this transaction. RPX Clearinghouse will receive license payments from a syndicate of over 30 companies, including Cisco and Google. Upon closing, which is subject to regulatory approval and other customary conditions, syndicate participants will receive non-exclusive licenses to the Rockstar patents, and RPX Clearinghouse will make the patents available for license to all other interested companies under fair, reasonable, and non-discriminatory (FRAND) terms..."

    http://bit.ly/1Ku89mO "Rockstar Consortium plans to sell portion of $4.5B in Nortel patents December 24, 2013 ... Three of the sources indicate that this is because it hasn't had much success with large licensing deals."
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    Hey Steve Rasher, Retired Sec'ty Atty, or any other legal pro, care to add your thoughts?
    Jul 27, 2015. 02:50 PM | Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    Regarding Bruce's point, I suspect that there is some discussion of selling their IP to one of the big IP aggregators and then letting THEM deal with the approaching litigation storm. This scenario needs deep thought and complex calculus to find any silver lining in the storm clouds, but its the conclusion I come to.
    Jul 26, 2015. 10:56 PM | Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    techy, 'cuz it's still vaporware and ain't gonna show up on time or on budget.
    Jul 26, 2015. 10:49 PM | Likes Like |Link to Comment
  • How The Intel Acquisition Of Altera Affects Taiwan Semiconductor [View article]
    Russ' vision faces some headwind: "Imagine this alternate possibility: Mr. semiconductor peddler walks into "Little Guy" IoT company and says..."

    In product design there is the well-known trend toward tighter configuration control and platform standardization. This is a cost and ROI driven phenomenon. Increased customization is contrary to most business needs. Sure there will be profitable niches. Speed to market and volume are needed in this universe. ARM is succeeding because of its participation in the Android platform with its standardization.

    Examples of BIG and recent failures who were 'custom' and required unique development from partners were chips from Sony, Sony-Ericsson/ST-Erics... Broadcom, Renesas, Nvidia, and recently Marvell is waving the white flag too. These are or were quality parts that were considered 'market surplus' due to the desperate need for reference designs that keep OEMs up-to-speed. MediaTek is making big progress against QCOM's QRD because of its recently deployed reference design program.

    In IoT there is a significant rush to rolling out such design environment tools and the big guys at ARM and STM are 'way ahead. INTC is seeding China and creating design labs there for exactly this reason and all of you INTC readers understand the contra-revenue program is all about deploying INTC's reference designs too.

    Headwind, but not a show-stopper.
    GLTA
    Jul 26, 2015. 10:30 PM | 4 Likes Like |Link to Comment
  • Qualcomm break-up could lead to deal with Intel? [View news story]
    Readers here should recall Intel's buy of Infineon Wireless will be released from the EU '5 year no-re-sale' provision at end of year.
    Buh bye under-performing lying Germans. That fabless firm is an ARM firm. Maybe it goes to Abu Dhabi owners too. But EU wants 20% of all IC production.
    Buying Altera and selling Infineon would be well received by traders IMO.
    Agree?
    Jul 24, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • Why Job Cuts Are Bad For Qualcomm [View article]
    Hey QCOM,
    Pay the SMEs like you need them. Lay off the obsolete and out-dated zero-value-added managers.
    IMO
    Jul 22, 2015. 01:20 PM | Likes Like |Link to Comment
  • Sequans Communications: Is The Stock Crash Overdone? [View article]
    3 cheers for the Microcap Fraud Task Force @ SEC !!!
    I expect and hope that there are severe financial penalties in addition to a public naming that wipes out current profits for those involved and also impedes their future successes at whatever they do.
    I've been cheering privately but today looks like a day to turn up the volume
    http://1.usa.gov/1Vv4A6a "PRESS RELEASE SEC Charges 34 Defendants in Microcap Market Manipulation Schemes FOR IMMEDIATE RELEASE 2015-146 Washington D.C., July 14, 2015 — The Securities and Exchange Commission today charged 15 individuals and 19 entities for their
    roles in alleged schemes to manipulate the trading of microcap stocks...."

    http://bloom.bg/1Vv4A6b "Two _ Suspects in U.S. Stocks Fraud Held in Custody July 22, 2015 ... will remain in custody pending an extradition request... According to the U.S. request, the suspects participated in a multi-million dollar stock manipulation scheme starting in 2011, referred to as “pump and dump.” Spam Bombardment Under the scheme, the defendants artificially inflated the price of certain stocks by disseminating millions of promotional e-mails that falsely touted the stock, in order to trick investors into buying them, and then sold their huge holdings, the U.S. request said. At least five stocks were involved, according to the grand jury indictment unsealed on Tuesday in Manhattan federal court..."
    ----
    That Y-site needs to clean up its act IMO
    Here's hoping today's SP and trading are "good housekeeping"
    Jul 22, 2015. 12:49 PM | Likes Like |Link to Comment
  • How Intel Doubles In Size From Here [View article]
    Of course, it is also true that ROI is never certain in China. JVs are required with majority Chinese ownership. The path to ROI has been seen to suddenly change as official decisions change the landscape.
    Jul 21, 2015. 05:02 PM | 1 Like Like |Link to Comment
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