Blog » January 2009

The Bull Case for Sybase

The Correct Call submits:Sybase, Inc. (SY) provides enterprise and mobile softwaresolutions for information management, development, and integrationworldwide. Its Infrastructure Platform Group segment offers Ad    

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Hello! International Telecom Opportunity Calling

Michael Michaud submits:After scanning seven thousand charts as I usually do every weekend, I've come up with this week's weekly stock pick. The scan produced mostly short-sell candidates this week. T    

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Return of Low Power GSM

Dean Bubley submits: About two years ago, there was a sudden buzz of excitement around a newspectrum auction in the UK - referred to as "low power GSM", itrepresented a sliver of frequencies that were    

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Dismantling the Tyranny of the SIM Card

Dean Bubley submits: About 18 months ago, I wrote a deliberately provocative post titled "The Tyranny of the SIM Card".It tackled the thorny issue of whether the SIM (which is essentially'an oper    

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IMS MMtel: Does Anyone Other Than Ericsson Care?

Dean Bubley submits: This may come as a surprise to you, but there is a 3GPP standard for a"PSTN replacement" form of VoIP. Supposedly, it will enable bothfixed-line [TISPAN] and mobile operators to d    

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VimpelCom to Acquire Golden Telecom for $4.3B

Vimpel-Communications (VIP), Russia's second-largest wireless carrier, has agreed to acquire Golden Telecom (GLDN), a Russian broadband and fixed-line operator, for around4.24B, or105/share. The deal repre    

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Alvarion Inks Tier-1 Deal

Aaron Katsman submits: As my buddy Zack “Facebook” Miller posted exactly two weeks ago, Alvarion (ALVR) announced a huge win on Wednesday by inking a deal with a â€&o    

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RIMM Considering iPhone Rival - Globe & Mail

Research In Motion's (RIMM) Blackberry has long been the corporate phone of choice, but a report in Canada's Globe and Mail says the company has launched an important move to grab market share in the    

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Starent Falls Hard, But Goldman Defends It

Notable Calls submits: Goldman Sachs is defending Starent (NASDAQ:STAR) after the shares traded down 22% yesterday and today on news that five T-Mobile European properties (Austria, the Czech Republic, Germany,    

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Report: LG surpasses Motorola for third place in 2008

LG Electronics edged out Motorola as the third biggest handset maker in 2008 in terms of the number of units shipped, according to a report in DigiTimes. The report said LG shipped 100 million units in 2008, ba    

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