Fairpoint’s CEO Asked to Resign
August 23, 2010
FairPoint CEO David Hauser Asked to Resign | www.billingworld.com
It is not unusual for secured creditors to request CEO’s or for that matter the entire management team to leave.
Intel Acquires McAfee; Good or Bad?
August 19, 2010
Intel-McAfee Deal Bets on Building Security Into Hardware | online.wsj.com
Conceptually, the idea of building security into the chip is not new. However, the real question is: Does this particular deal make sense?
Clearwire – Moving Ahead with LTE? Will Sprint Nextel Be Bailing out on WiMax?
August 7, 2010
Clearwire to Test Rival 4G Network | online.wsj.com
I am still a supporter of WiMax as a 4G technology. However, we may be seeing market forces at work here. Buying network equipment is partially about leverage and numbers.
AT&T – Downplaying the IPhone Contract - An Opportunity for the Captivate?
August 6, 2010
AT&T Downplays iPhone Pact Risks | online.wsj.com
I don’t blame AT&T for downplaying the exclusive nature of the iPhone contract. Talking about it is a no-win situation.
Valuation of Nortel's LTE Patent Portfolio
July 22, 2010
Nortel Patent Auction Benefits LTE Market | www.isuppli.com
We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.
July 22, 2010
Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.
Ramifications of Harbinger's $7B LTE pact with Nokia Siemens
July 22, 2010
Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com
A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.
E-Readers – Have We Reached a Turning Point? Do We See a Perfect Storm?
July 22, 2010
Amazon Says E-Book Sales Outpace Hardcovers | online.wsj.com
Are paperback/hardcover books on their way out? Have e-books begun replacing paperbacks/hardcovers?
Nokia Seeking New CEO – In Trouble
July 20, 2010
Nokia Conducting Search for New CEO | online.wsj.com
Bottom line, Nokia is in trouble. The company is seeking a new CEO because of the changing market environment and its dwindling fortunes.
AT&T– Network Glitches; Apple– iPhone 4 Antenna Problems; A Verizon Opportunity?
July 9, 2010
AT&T Finds Glitch Affecting iPhone 4 | online.wsj.com
It makes you wonder why anyone would want cell service from AT&T Mobility or spend gobs of cash on the iPhone.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011