Seeking Alpha

Weird: Verizon to Trade on NASDAQ in Addition to NYSE

Sunday, March 14, 2010

The Business Insider submits: Verizon (VZ) announced Friday morning that it is taking the unusual step of dual-listing itself on both the NASDAQ exchange and the New York Stock Exchange. This means you’ll be able to trade Verizon stock on either exchange, as well as some other international exchange the stock trades... »

Africa ETFs: 5 Plays for the Continent’s Growing Economies

Sunday, March 14, 2010
Africa ETFs: 5 Plays for the Continent’s Growing Economies

Tom Lydon (ETF Trends) submits: Africa may host the fastest growing economies in the emerging market world. While it’s also one of the most risky, there’s no need to sit on the sidelines. An ever-widening range of exchange traded funds (ETFs) that span the risk spectrum are appearing on the scene. The International Monetary Fund... »

UTStarcom, Inc. Q4 2009 Earnings Call Transcript

Thursday, March 11, 2010

UTStarcom, Inc. (UTSI) Q4 2009 Earnings Call March 11, 2010 5:00 pm ET Complete Story » No topics for this post. »

Veraz Networks, Inc. Q4 2009 Earnings Call Transcript

Thursday, March 11, 2010

Veraz Networks, Inc. (VRAZ) Q4 2009 Earnings Call March 11, 2010 4:30 pm ET Complete Story » No topics for this post. »

Allot Communications: Company With Loads to Offer

Wednesday, March 10, 2010
Allot Communications: Company With Loads to Offer

Shlomi Cohen submits: I am adding to my portfolio an Israeli company that provides bandwidth management solutions, especially on cellular networks, Allot Communications (ALLT). At the same time, I am removing Incredimail (MAIL), after making a profit of 58% in nine months, and I do so just before the release of the fourth quarter... »

EMS Technologies, Inc. Q4 2009 Earnings Call Transcript

Wednesday, March 10, 2010

EMS Technologies, Inc. (ELMG) Q4 2009 Earnings Call March 10, 2010 9:30 am ET Complete Story » No topics for this post. »

Verizon Speeds Up 4G LTE

Tuesday, March 9, 2010
Verizon Speeds Up 4G LTE

Zacks.com submits: US wireless kingpin Verizon (VZ) has reported that the field testing of its 4G Long-Term Evolution (LTE) wireless broadband network in Boston and Seattle have demonstrated encouraging throughput levels. These two cities are expected to be the initial markets where 4G LTE services will be commercially available in 2010. Trails in these two... »

High Conviction: A Regional Telco With an 8% Dividend and Strong Growth Prospects

Tuesday, March 9, 2010

Barry Barker submits: Barry Barker is founder and President of Barker Financial Management, a fee only Financial Planner and RIA based in Baltimore, MD. Before starting his investment firm, Barry earned a Masters from Johns Hopkins University Whiting School of Engineering and worked for FMC Corporation performing financial analyses of technical innovations and new business... »

High Conviction: A Regional Telco With 8% Dividend and Strong Growth Prospects

Tuesday, March 9, 2010

Barry Barker submits: Barry Barker is founder and President of Barker Financial Management, a fee only Financial Planner and RIA based in Baltimore, MD. Before starting his investment firm, Barry earned a Masters from Johns Hopkins University Whiting School of Engineering and worked for FMC Corporation performing financial analyses of technical innovations and new business... »

Sprint Sees Growth Ahead and Vows to Get Aggressive on Debt

Monday, March 8, 2010
Sprint Sees Growth Ahead and Vows to Get Aggressive on Debt

Ockham Research submits: Sprint Nextel (S) is getting a boost today after announcing that it will continue strict cost management in an effort to aggressively pay down debt. During a discussion with analysts, Sprint’s CFO Bob Brust reiterated their goals to reduce the debt burden which has slowly declined since the Nextel acquisition,... »

Verizon 4G Field Trials Hitting 40 to 50 Megabits Per Second

Monday, March 8, 2010
Verizon 4G Field Trials Hitting 40 to 50 Megabits Per Second

Larry Dignan (ZDNet) submits: Verizon Wireless (VZ) said Monday that its 4G Long Term Evolution (LTE) field trials are producing download speeds of 40 to 50 megabits per second with upload speeds half that tally. Verizon has touted its LTE rollout as it looks to get a year jump on AT&T’s 4G rollout and trump... »

Five Quality Dividend Stocks Despite High Payout Ratios

Monday, March 8, 2010

eChristian Investing submits: For investors currently evaluating dividend stocks, there really are a lot of attractive options. The average yield of dividend stocks in the Dow Jones index is now 2.9%. The S&P 500 sports 15 stocks with dividend yields above 6%. Those are pretty attractive yields for income investors, given that a money market... »

AT&T Unveils 3G USB Modems

Sunday, March 7, 2010

Zacks.com submits: AT&T (T) has announced that it will launch two USB modems that will enable customers to stay connected on their laptops while accessing the carrier’s high-speed 3G network. As of today, March 7, 2010, the devices will be available online and at AT&T’s nationwide retail stores. One of the new... »

Wireless: There’s a Plan for That

Thursday, March 4, 2010

Compete submits: During the holiday season, VZW (VZ) launched an assault on AT&T (T) with its “There’s a Map for That Campaign”. The campaign, mocking the ‘There’s an App for that’ phrase used by Apple (AAPL) to advertise the iPhone, focused on AT&T’s lack of nationwide 3G coverage as compared to VZW’s. ... »

Who Stands to Benefit Most From Changes to Canada’s Telecom Ownership Rules?

Thursday, March 4, 2010

Market Blog submits: By David Berman Here are another couple of takes on the proposed telecom ownership rule changes proposed by the federal government in Wednesday’s Throne Speech. Complete Story » No topics for this post. »

Shenandoah Telecommunications Company Q4 2009 Earnings Call Transcript

Thursday, March 4, 2010

Shenandoah Telecommunications Company (SHEN) Q4 2009 Earnings Call March 4, 2010 9:00 am ET Complete Story » No topics for this post. »

Canadian Telecom Market in Flux

Thursday, March 4, 2010

Market Blog submits: By David Berman The stock market seems a little confused in the wake of Wednesday’s news out of Ottawa, that the federal government intends to loosen restrictions on foreign investment in Canada’s telecommunications industry. On Wednesday, telecom stocks fell 0.4% and they are down another 0.4% on Thursday – but the group... »

The Brazilian Wireless Market: Dialing Into Earnings

Wednesday, March 3, 2010

Morningstar submits: By Imari Love Now that Vivo (VIV) and Claro (America Movil’s (AMX) Brazilian unit) have reported fourth-quarter results, we pause to take stock of the Brazilian wireless sector’s earnings season. Given the ever-changing economic and competitive landscape of the country, we thought it worthwhile to examine some... »

America Service Group Inc. Q4 2009 Earnings Call Transcript

Wednesday, March 3, 2010

America Service Group Inc. (ASGR) Q4 2009 Earnings Call Transcript March 3, 2010 11:00 am ET Complete Story » No topics for this post. »

Cellcom’s Q4 Beats Expectations

Wednesday, March 3, 2010
Cellcom’s Q4 Beats Expectations

Zacks.com submits: Telecom operator Cellcom Israel Ltd.’s (CEL) fourth-quarter net income grew 11.5% year over year, primarily driven by strong demand for content and value-added services. The company reported earnings of NIS271 million ($72 million), or NIS2.75 (73 cents) per share, compared to NIS243 million ($64 million), or NIS2.48 (66 cents) per... »

Telefonica Tops, Profit Leaps

Wednesday, March 3, 2010

Zacks.com submits: Telefonica SA (TEF) reported fourth-quarter 2009 results with earnings per ADS of US$2.37, comfortably beating the Zacks Consensus Estimate of US$1.63. The Spanish telecom behemoth reported a net income of €2.44 billion (US$3.60 billion), up 22% year-over-year, supported by higher sales as a result of healthy subscriber accretion in Latin America as... »

Cellcom Israel Ltd. Q4 2009 Earnings Call Transcript

Tuesday, March 2, 2010

Cellcom Israel Ltd. (CEL) Q4 2009 Earnings Call Transcript March 2, 2010 10:00 am ET Complete Story » No topics for this post. »

Alcatel-Lucent Slips in Q4

Tuesday, March 2, 2010

Zacks.com submits: Alcatel-Lucent (ALU) reported earnings from continuing operations of 5 cents per share for the fourth quarter of 2009, below the Zacks Consensus Estimate of 9 cents. Fourth quarter revenue decreased 19.9% year-over-year, but increased 7.6% sequentially to €3.967 billion. At constant currency exchange rates, revenue decreased 16.8% year-over-year and rose 9.1% sequentially. The... »

Fitch Expects Continued Cost Cutting at European Telcos as Margins Get Squeezed

Tuesday, March 2, 2010

Research Recap submits: Operational cost-cutting will become an increasingly important factor in the financial metrics and ultimately the credit profiles of Europe’s incumbent telcos over the next five years as market growth becomes increasingly challenging to achieve, Fitch Ratings says. “Increasingly, Fitch is seeing incumbents resort to cost-cutting to underpin margins,” says Michael Dunning... »

TheStreet.com Messes Up on Sprint

Tuesday, March 2, 2010
TheStreet.com Messes Up on Sprint

Amit Chokshi submits: One of the issues financial content providers face is the need to constantly churn out new content. That need for new content can sometimes lead to those providing information to badly miss in terms of providing accurate information and that’s what recently happened with a video discussion on Sprint Nextel Corp.... »

Equinix, Switch and Data 4Q Earnings Review

Tuesday, March 2, 2010

Paolo Gorgo submits: Both Equinix (EQIX) and Switch and Data (SDXC) recently reported earnings. Here are the links to the Equinix and Switch and Data P/Rs announcing 4Q and full year 2009 financial and operating results. Equinix 4Q conference call transcripts are available, on Seeking Alpha, at this link. Previous to that, Switch and Data... »

Dish Network Corp. Q4 2009 Earnings Call Transcript

Monday, March 1, 2010

Dish Network Corp. (DISH) Q4 2009 Earnings Call Transcript March 2, 2010 12:00 pm ET Complete Story » No topics for this post. »

Sprint: 30% Upside If Company Can Revert Subscriber Losses

Monday, March 1, 2010

Trefis submits: Sprint (NYSE:S), which competes with telecom giants like AT&T (NYSE:T) and Verizon (NYSE:VZ) in the mobile phone subscription plans business, has suffered subscriber losses over the past few years. The company is making efforts to improve its network and quality of customer service that could lead to a reversal in the... »

Telefonica: Increasing High Dividends, Improving Revenue Outlook

Monday, March 1, 2010

Telefonica (TEF) is the world´s fourth largest telecommunications firm in terms of revenue, and second only to AT&T (T) in terms of total profits. On February 26th Telefonica released quarterly and 2009 year end results which beat analysts’ estimates despite a severe recession in its Spanish home market. Additionally, the company issued a forecast... »

Parallel Aligns Assets Around Cloud Computing

Sunday, February 28, 2010

Jeffrey M. Kaplan submits: My travels this past week have taken me from Miami to San Francisco, for Parallels Summit and Pacific Crest Securities’ Emerging Technology Summit to hear and see the latest developments in the ‘clouds’. In Miami, I witnessed the emergence of a key new player in the rapidly evolving cloud computing industry.... »