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  • Update: Synaptics - Seasonality Weighs On Earnings [View article]
    "Note 4, Galaxy Alpha, Note Edge) are not using Synaptics touch ID products"
    Which competitive touch ID product Samsung used to replace Synaptics?
    Oct 26, 2014. 04:56 PM | Likes Like |Link to Comment
  • SIGM: A Gift To Investors, From The CEO [View article]
    Do you still like SIGM and Z-wave ($25-30m in '14)?
    Oct 22, 2014. 01:57 PM | Likes Like |Link to Comment
  • Unwired Planet: A Stay In The Google Case May Disrupt The Damages Claim [View article]
    I am a telecom engineer (20 yrs with Bell Labs) but not a patent specialist. So after reading this:
    my understanding is that IPR/CBM grant is a win for Google (although, temporary). What is a probability that USPTO would cancel the patents? The above study doesn't provide any statistics for that.
    Apr 11, 2014. 09:57 AM | Likes Like |Link to Comment
  • Broadcom: Competitor Qualcomm Leads In LTE Chips; Apple Growth Isn't Helping [View article]
    "it is not a guarantee whether Apple will use Broadcom's latest chips for its upcoming iPhone(s)"
    Are you suggesting that Appple wouldn't upgrade to 802.11ac?
    Mar 31, 2014. 12:43 PM | Likes Like |Link to Comment
  • F5 Networks: 7 Different Insiders Have Sold Shares This Month [View article]
    So interesting - F5 traded above $100 when two recent insider trading spikes (Feb/2013 and Feb/2014) occurred.
    Feb 12, 2014. 11:12 AM | Likes Like |Link to Comment
  • Why Interactive Intelligence Is Still A Good Buy [View article]
    1. Cisco acquisitions are to complement its technology - a cloud solution based on entirely different technology possibly makes some bus/go to market sense but Cisco is not ShoreTel!
    2. Competitive Cloud solutions would challenge CIC main strength of a tightly integrated platform as best in-class vendors (speech-recognition/se... automation/etc) integration is easier in the Cloud vs. IP-PBX.
    3. InContact (SAAS) is a pure play/leader in Cloud Call Center segment what is wrong with a more reasonable valuation?!
    Feb 6, 2014. 02:06 PM | Likes Like |Link to Comment
  • Unwired Planet: A Stay In The Google Case May Disrupt The Damages Claim [View article]
    From UPIP CC:
    "Ericsson announced a settlement with Samsung with the use of their LTE, 4G, 3G and 2G patents in the amount of $652 million plus future royalties. Unwired Planet owns a subset of patents from Ericsson in all of these technologies"
    It is a mystery to me why Ericsson wouldn't include at least some of its UPIP-held patents in this settlement - any thoughts?
    Feb 3, 2014. 12:43 PM | Likes Like |Link to Comment
  • Broadcom: Apple iPhone 5C And 5S Could Drive Shares Back Above $30 [View article]
    so after all, does iPhone 5c use brcm connectivity chip or it was replaced by qcom? Appreciate any update!
    Sep 12, 2013. 04:19 PM | Likes Like |Link to Comment
  • Neonode: Investors Feel Duped, Shares To Fall Further [View article]
    Is it possible to short this stock? My broker can't "borrow" any NEON shares.
    Sep 11, 2013. 10:14 AM | Likes Like |Link to Comment
  • Neonode (NEON +8.2%) soars after announcing a licensing deal with an unnamed South Korean "global consumer electronics OEM" (Samsung or LG is a good bet). for its MultiSensing touch/proximity-sensing IP. No details on deal terms or which products MultiSensing will be used in (Neonode only says it'll be go into "high-volume consumer applications"). 18% of the float was shorted as of June 28. [View news story]
    What is a change in neon short position since June 28?
    Jul 23, 2013. 03:39 PM | Likes Like |Link to Comment
  • Ikanos - Massive Upside Potential With The Next Generation Of VDSL [View article]
    “Ikanos is laser-focused on outflanking Broadcom with its innovation called Nodescale Vectoring VDSL that provides an extremely elegant technology for noise-cancellation with vectored VDSL”

    I’ve not seen any factual info that Ikanos nodescale vectoring has any material advantages vs competing system-level vectoring chipset implementations.

    “if Ikanos only gets 30% market share of the ...vectored VDSL market opportunity ...”

    Broadcom G.vector is in GA since Sept and utilized by top DSLAMs vendors (Alcatel-LU, ZTE, Adtran):

    Alcatel-Lucent and ZTE rolled-out Broadcom vectoring for Belgacom and KPN respectively in 2H’12. (both are ikan DSL customers).

    “These processors are used in CPE equipment such as the Orange Livebox 3.0 in Europe and are field upgradeable to vectored VDSL”

    CPE (as well as home STBs) aren’t just for DSL, it integrates networking, tuners, etc. E.g., more than 50% of STB shipped in ‘12 had WiFi enabled. Broadcom multifunctional chip integrates many core features and has clear competitive advantage. Also, I don’t see much leverage from 100M DSL modems installed base (probably, most are conexant) and don’t think 90%+ of these could be upgraded programmably.
    Apr 12, 2013. 05:20 PM | Likes Like |Link to Comment
  • Acme Packet a Key Player in Building VoIP Networks [View article]
    Required reading:
    Feb 7, 2011. 04:00 PM | Likes Like |Link to Comment
  • Acme Packet a Key Player in Building VoIP Networks [View article]
    APKT views an ongoing transition to LTE, as one of two drivers for its projected 50%+ growth. SBC is a niche network element and APKT with its technologically-leading portfolio and customizable solution is riding a wave of ad-hoc IP transition. However for real LTE deployments, Service Providers strongly prefer comprehensive IP network solutions from the Big-3 end-to-end LTE vendors (Cisco, ALU, Ericson and maybe NSN).
    In the following short video Acme’s Kevin Mitchell mentions 5 SBC value-added features for LTE:
    It is apparent to me that all 5 are inherent (and rather basic) features of LTE security/policy control – supported either by a centralized “control plane” or integrated with the Big-3 LTE network solutions.
    Feb 6, 2011. 02:35 PM | Likes Like |Link to Comment
  • The Glass Is Half-Empty: Time to Short Acme Packet [View article]
    As apparent from my “Three 50s” comment, it is very unlikely that APKT could be acquired. Big 3 IP vendors (Cisco Juniper and Alcatel) usually acquire technology in market adjacencies or synergistic to their own, not to just to increase a market share.
    Jan 27, 2011. 10:51 AM | Likes Like |Link to Comment
  • The Glass Is Half-Empty: Time to Short Acme Packet [View article]
    Three 50s (rounded): 50 '11 P/E; 50% increase in SBC market; 50% market share.

    To justify its aggressive valuation: P/E of 50 ('11) and 40 for '12 ($1.3-$1.5 EPS), APKT should continue its robust revenue growth of 50%+ YoY. A sanity check: total SBC market is forecasted (Infonetics) to reach $900M in 2012 (a 50% increase from $600 in 2011); Akme’s challenge is to defend its 50%+ MS against VoIP-specialized vendors (Sonus, Genband) and end-to-end SP/enterprise vendors (Cisco, Juniper). SBC is a niche network element; in a maturing market (as VoIP in next few years), comprehensive VoIP network solutions and router-integrated SBC should become more dominant.
    An SBC function (without custom-made bells and whistles) integrated into Big-3 routers (Cisco Juniper, Alcatel) adequately supports core SBC requirements of the vast majority of Enterprise and SP customers.
    Jan 26, 2011. 12:50 PM | 1 Like Like |Link to Comment