jarco

Cramer: The Bulls Charge into Telecom

One of the papers you refer to states: "The current version of mobile WiMAX based on IEEE 802.16e-2005 is considered as the first widely-deployed cellular communication system with OFDMA and MIMO." Question: How widely-deployed will it be? Is tgis just USA or Europe as well?


On Dec 08 01:34 PM Aryamehr wrote:

> Another thought to ponder is Sprint's foray into Wimax. Any doubt
> remaining about Wimax and its launches throughout the continental
> USA should now be put to rest. Sprint/Clearwire now has more than
> double the amount it needs ($6+ billion) to layout its Wimax plaform
> for 2010, which is slated to cover 120 million consumers. Last month
> alone they raised $4.2 billion. In the first half of 2010 they will
> have covered San Fransisco, D.C., Boston, Houston and NYC and are
> slated to be in Southern California and Florida by that years end.
>
>
> I would think being the only 4G carrier would have its advantages,
> especially knowing ATT won't have a 4G platform until 2012 at the
> earliest, at which time Sprint will have an Advanced evolved form
> of Wimax known the IEEE 802.16m in lieu of .16e.
>
> Any doubters should Google IEEE 802.16m.

14 Stocks and 2 Strategies for High Yield Dividends

What's missing here is the underlying fundamentals. Momentum, yields, etc. are useless if the company doesn't have sound financial metrics and at least adequate staying power let alone some growth.

If one has reached what I call the "Critical Mass", all the yield and/or growth hype without considering risk is fruitless. Critical mass is an amount of capital sufficient live off the income plus an inflation kicker. Without obtaining the "Critical Mass", yield should not be part of the equation. Growth rules albeit with the corresponding higher risk.

T. Boone Pickens: Move 18-Wheeler Fleet to Natural Gas

Unfortunately our government is politically orientated. Instead of using the stimulus dollars to create job opportunities, the Fed is merely giving dollars away under the noblest of good intentions; namely, retain jobs by essentially subsidizing local and state governments budgets.

Many accuse the current majority political party of simply shoring up their political strength. This involves giveaways to labor unions of auto workers, teachers, and government workers. Others ask what happened to the philosophy of teaching one to fish for a lifetime rather than simply eating a gift piece of fish for a day.

When unemployment benefits are extended (or given at the outset for that matter), why isn't it a requirement to enroll into a re-training or position enhancement course or two. Why aren't the educational opportunities made available? No forward looking planning. Too many career politicians counting their retirement benefits. Sadly, that's our government.


On Dec 08 09:35 AM Dan Braem wrote:

> JosephN - what are the costs to setting up natural gas refilling
> stations? How many stations would need to be fitted?
> Are there any additional dangers to running vehicles on natural gas?
>
> If there are reasonable answers to all these questions - the big
> issue is why our government, with 1 Trillion in stimulus, doesn't
> address the issue.

T. Boone Pickens: Move 18-Wheeler Fleet to Natural Gas

Yes "If we exchanged those 6.5 million heavy trucks running on largely imported diesel for new ones running on domestic natural gas, we could reduce our imports by 2.5 million barrels per day . . . and reduce our dependence on oil from the Middle East by half in only seven years"

But that means you'd have to simultaneously reduce demand for gasoline, jet fuel, home heating oil, etc. by the exact same amount. By not refining 2.5 billion barrels of oil, it not only affects diesel supply but also the other relatively fixed percentage of all the other refining by-products.

Perhaps a better solution is fewer trucks and more trains. Perhaps we've taken this "just-in-time" philosophy a bit too far. We've gone from "no warehousing inventory cost savings" to "expensive air and overnight trucking".

Bottom line, the Fed is not paying attention. Many question the universal medical cost savings. Is it possible the projected savings pale to the savings potential of a sound energy policy?

Akamai: Commerce, Media Customers Showing Greater Strength

Volume through noon today (Mon 12/7) exceeding full days avg which is a good sign. Will be interesting to see how many and when analysts post upgrades especially S&P's 3 star 25 target.

Business improvement likely mirroring movement from brick n' mortor rather than organics.

How About a Coal Stock for Your Stocking?

I clicked on this story in disbelief anyone is still touting coal. Dispite any financial metric, coal stocks are doomed by public sentiment. Add to that the overwhelming "new" abundance of cleaner burning Natural Gas. It's all about attitude, publicity, etc.

Energy Impoverishment: Heading Back to Coal?

Based upon the number of comments, a provocative article. Bottom line, its hard to compare coal or oil to solar. Make no mistake however, coal is dead. While it generates the majority of power in the US, utilities with the lions share will sooner than later feel the negative publicity. When stock prices reflect investor sentiment, coal will be under merciless attack.

AT&T Drops Verizon Map Lawsuit, But the Bad Publicity Lives On

Clearly its a combination technology and geography lesson. For the vast majority of cell phones, 3G might as well be an ice cream flavor. They're still on 1G let alone 2G. They don't know what CDMA is and don't care.

As for reception, Verizon works well in their home territory; namely the northeast where New England Tel became Nynex, became Verizon aka Bell Atlantic. AT&T is Southwest Bell plus Bell South plus Cingular/Cellular One, et al.

I had friends in Florida with Sprint. They'd die for either T or VZ any day.

CNBC Viewership Down 40% Y/Y, 19% Since '07

Now you know why GE management was letting CNBC run a muck; they're selling out to Comcast. The new CNBC will be ConCast Never Before Counting or something similar.

Having 4-5 people talking over each other is pretty bad especially when the competition for air time diminishes once and awhile. Then the obvious sets in; few if any at times know what the H * * L they're talking about. The only TV slot that exceeds this mayhem is ESPN's coverage of Major League baseball with John Miller and Joe Morgan. Come to think of it, the Monday night football threesome is right up there as well.

How about those Fox yuppies broadcasting from the local saloon? At first glance one would assume its only on after really down market days. For no booze and better composure, looks like it's Bloomberg. Then again, Dave Letterman thinks he's too short.

Natural Gas: It's All About the Drills

This again clearly calls for a national energy policy. While some may argue health care is #1 priority, its difficult to see it as a very close #2. The problem, however, lies in the amount of attention this has received; namely, little to none.

Electric Vehicles vs. Natural Gas Vehicles

Natural Gas for vehicle travel is dead wrong. Having been there-done-that, let me assure you the infrastructure cost alone could exceed the national debt. In large measure, pipelines currently in place run through the least populated space. They are mass movers similar to double trailer rigs on the nations interstate highways. To bring NG to the neighborhood "gas stations" with today's right-of-way restrictions and land cost reaches the stratosphere.

While many long distance travelers can "gas-up" several miles from their home, the average passenger and delivery vehicle owner needs reasonable assess to fuel. That said, conversion of today's gasoline fueling stations to Natural Gas is very expensive. Add that to the thoughts of abutters to huge NG storage tanks verses today's gasoline. Some how the latter will seem much safer and tolerable than the former.

The country desperately needs a national energy policy. Prime within this policy is material resource allocation. Nuclear, coal, fuel oil, natural gas, etc. for home heating, transportation, and power generation. Notice the term" material resources" as opposed to wind, etc. In my view we need to build nuclear power to replace coal. Expand existing NG distribution to adjoining neighborhoods and power stations to replace home heating oil and use of #2 fuel oil to generate electric power respectively. Unfortunately, this will take government dictate actions as opposed to the "natural" flows of private enterprise.

6 Oil Industry Suppliers to Consider

Do you have thoughts on suppliers to these installers/processors?

Pipe suppliers such as NOV, for example.

A Look at Utilities: Con Edison vs. Aqua America

The comment bashing the author is unfortunate and clearly "out of line'. Having said that, however, much of the article, and a few comments as well, are not based upon fundamentals rather stock price lows, behaviors, etc.

ED presents a unique niche; namely, little or nor exposure to Cap and Trade or any other pollution/environmental issue. Pretty cut and dried; buy competitively (pseudo) generated power and sell the distribution at a guaranteed return rate. Safety and secure with a very nice dividend. Houston based CNP is similar but weaker financial metrics.

Natural Gas utilities such as EGN carry risks associated with alternative (albeit primary) energy sources. Competition; variable demands further brought by weather, etc. Investors interested in safety should consider reliable cash flows driven by necessity. Its like a mandatory drug from a single source supplier.

How Larry Summers Lost Harvard $1.8 Billion

Summers has very little of "real world" success which is why Obama likely picked him. Scorecard so far C-

Petrobras’ Long-Term Prospects Look as Strong as Ever

Perhaps the better question is whether Brazil joins OPEC?