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News Breaks
March 11, 2012
11:57 EDTMERU, WIFI, VZ, QCOM, ARUN, S, BRCM, IPAS, TLTE promises just as many headaches as breakthroughs, Barron's says
The telephone companies are happy because long term evolution, or LTE, not only moves units of phones, but also lets carriers squeeze more bits out of each hertz, Barron's reports. LTE already has deepened the disparity among U.S. carriers. Verizon (VZ) and AT&T (T) are far ahead of others. While, Sprint-Nextel (S) is just getting started. The benefits nevertheless are not clear cut. LTE is just at the beginning of the road. As that service fills up, it will require increasing capital investments. Moreover, the true payoff only comes if customers are satisfied, not disappointed. Both AT&T and Verizon now cap how much you can use. As a result, there will be more interest in what's called "WiFi offloading," where customers are bumped from LTE onto the nearest WiFi network. Barron's Technology Trader columnist Tiernan Ray contends that this could mean opportunity for WiFi network operators such as Boingo Wireless (WIFI) and iPass (IPAS). Also for WiFi equipment vendors like Aruba Networks (ARUN) and Meru Networks (MERU). Chip vendors Broadcom (BRCM) andQualcomm (QCOM) are already touting their parts for higher-speed versions of WiFi, called 802.11ac. Reference Link
News For VZ;T;S;WIFI;IPAS;ARUN;MERU;BRCM;QCOM From The Last 14 Days
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April 16, 2014
11:08 EDTTAT&T, Volvo partner for in-car wireless connectivity
AT&T and Volvo Cars have entered into a new multi-year agreement to enable future Volvo vehicles in the U.S. and Canada with high speed wireless connectivity. AT&T is scheduled to power Volvo's US 2015 model year connected car solution with Sensus Connect, an embedded infotainment service. Volvo customers in the U.S. and Canada will also have access to Volvo On Call, a service allowing remote access to car functions and an emergency crash notification service. Volvo plans to enable cars with AT&T on-board for sale this summer. As a telematics leader, AT&T already provides a variety of vehicle solutions to automobile manufacturers around the world. Volvo's solution incorporates AT&T's Single SIM platform to provide coverage in the U.S. and Canada. The Single SIM, along with a world-class service management platform, AT&T Control Center powered by Jasper Wireless, arms Volvo with the ability to manage wireless device deployment and operations across markets with advanced diagnostic tools and smart alerting.
April 15, 2014
13:49 EDTVZEarnings Preview: Analysts optimistic on Intel ahead of Q1 report
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10:14 EDTARUNHigh option volume stocks: LPNT IWC MSI ARMH ARUN
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April 14, 2014
09:10 EDTWIFIBoingo Wireless selected by EnergySolutions Arena
Boingo Wireless announced that it has been selected as exclusive neutral host Distributed Antenna System and small cell provider for EnergySolutions Arena. Per the multi-year agreement with Miller Sports Properties, Boingo will upgrade and manage a multi-carrier, neutral host DAS system at the arena, which seats nearly 20K fans. Boingo’s approach to neutral host DAS maximizes carrier participation and provides coverage and capacity to support fans’ connected game day and event experiences. The enhanced neutral host DAS network is slated to launch before in fall 2014.
09:10 EDTVZ, S, TT-Mobile CEO starts petition for consumers to call on peers to end overages
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09:05 EDTVZ, S, TT-Mobile abolishes consumer overages, challenges other providers to follow suit
T-Mobile (TMUS) announced a campaign to eliminate overage penalties, one of the most reviled wireless industry practices. While abolishing overages for all customers on T-Mobile consumer plans, its CEO has also laid down a challenge to the nation's largest carriers, AT&T (T), Verizon (VZ) and Sprint (S), to do the same.
07:06 EDTVZU.S. Geospatial Intelligence Foundation to hold a symposium
GEOINT 2013 Symposium, originally scheduled for October 2013, is being held in Tampa, Florida on April 14-17.
06:50 EDTQCOMChecks show Apple not developing basebands, says Deutsche Bank
Deutsche Bank says that despite recent press reports, its industry checks show that Apple (AAPL) is not developing its own baseband chipset. Deutsche believes Apple likely seeking better integration with existing baseband chipsets or possibly developing its own internal WiFi chipset. The firm thinks Qualcomm's (QCOM) long term prospects remain intact and it reiterates a Buy rating on the stock with an $86 price target.
06:40 EDTSNo lines for Samsung's Galaxy S5 but carriers say demand healthy, Re/code says
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April 13, 2014
16:57 EDTSSprint and Spotify plan to team up, Re/code says
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April 11, 2014
12:42 EDTQCOM, BRCM, ARUNOn The Fly: Analyst Initiation Summary
ASML (ASML) initiated with a Cautious at ISI Group... Analog Devices (ADI) initiated with a Buy at ISI Group... Applied Materials (AMAT) initiated with a Strong Buy at ISI Group... Aruba Networks (ARUN) initiated with a Buy at SunTrust... Broadcom (BRCM) initiated with a Neutral at ISI Group... CSX (CSX) initiated with an Outperform at Macquarie... Cisco (CSCO) initiated with a Buy at SunTrust... F5 Networks (FFIV) initiated with a Neutral at SunTrust... Genesee & Wyoming (GWR) initiated with a Neutral at Macquarie... Intel (INTC) initiated with a Neutral at ISI Group... Juniper (JNPR) initiated with a Buy at SunTrust... KLA-Tencor (KLAC) initiated with a Neutral at ISI Group... Lam Research (LRCX) initiated with a Strong Buy at ISI Group... Linear Technology (LLTC) initiated with a Cautious at ISI Group... Maxim Integrated (MXIM) initiated with a Neutral at ISI Group... Micron (MU) initiated with a Strong Buy at ISI Group... NVIDIA (NVDA) initiated with a Neutral at ISI Group... NXP Semiconductors (NXPI) initiated with a Strong Buy at ISI Group... Qualcomm (QCOM) initiated with a Strong Buy at ISI Group... Riverbed (RVBD) initiated with a Neutral at SunTrust... SanDisk (SNDK) initiated with a Neutral at ISI Group... Teradyne (TER) initiated with a Buy at ISI Group... Texas Instruments (TXN) initiated with a Neutral at ISI Group... Trulia (TRLA) initiated with a Neutral at Susquehanna... Union Pacific (UNP) initiated with a Neutral at Macquarie... Zillow (Z) initiated with a Positive at Susquehanna... Flamel Technologies (FLML) initiated with a Buy at Roth Capital... Parker Drilling (PKD) initiated with an Accumulate at Tudor Pickering.
10:19 EDTQCOMQualcomm, Ericsson recommended by RBC Capital
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09:19 EDTVZANADIGICS ships AWC6383 dual-band ProVantage PA to Samsung
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09:09 EDTQCOMQualcomm Ericsson recommended for near-term at RBC Capital
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07:26 EDTT, VZTime Warner struggling to force Dodgers network on pay-TV players, LAT say
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06:08 EDTARUNAruba Networks initiated with a Buy at SunTrust
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April 10, 2014
16:21 EDTBRCMBroadcom initiated with a Neutral at ISI Group
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16:11 EDTQCOMQualcomm initiated with a Strong Buy at ISI Group
Target $90.
06:29 EDTTAT&T in talks to bring ultrafast internet to North Carolina, WSJ reports
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April 9, 2014
11:15 EDTS, T, VZT-Mobile unveils $40 monthly price plan called 'Simple Starter'
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