Trefis Picks of the Week for Telecom, Media, Technology & Retail
Telecom, Media and Technology – Trefis Picks of the Week
Below is a summary of featured articles across the technology, media and telecom sectors that investors may find useful. The following selection of articles was drawn from top web publishing sites.
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Telecom Industry
AT&T (NYSE:T)
For AT&T, Is There Life After the Verizon iPhone?, Knowledge@Wharton, Jan 19 2011
This article explores how AT&T is going cope with the loss of iPhone exclusivity and suggests that the company can minimize the damage…
AT&T Offering Free MicroCells to Top 7.5 Percent of Customers ‘Likely to Experience Poor In-Building Coverage’, engadget.com, Jan 21 2011
As the title suggests, AT&T is going on a nationwide effort to offer free MicroCells to the top 7.5% of customers who are more likely to experience poor coverage inside buildings…
AT&T Making Text Messaging Cheaper As Free Text Messaging Apps Get More Popular, Business Inside, Jan 18 2011
Free text messaging apps are creating pressure on carriers like AT&T to lower their pricing plans for text messaging…
Verizon (NYSE:VZ)
Verizon Cuts $20.2 Billion From Past Earnings in Pension Accounting Change, Bloomberg, Jan 21 2011
Verizon is undergoing an accounting change which will result in about $600 million of expenses to its 2010 results. In all, the company is taking $20.2 billion in charges to its past earnings…
Verizon’s new CMO talks about Droid’s success, LTE pricing and why the 4G debate is meaningless, FierceWireless, Jan 20 2011
Verizon Wireless’ new chief marketing officer talks about the company’s LTE devices, why pricing is just one part of the equation and how meaningless the 4G debate is…
What the Verizon iPhone means for developers, FierceDeveloper, Jan 17 2011
This article discusses the implication for iOS developers of the iPhone coming to Verizon…
Sprint (NYSE:S)
Sprint increases unlimited smartphone data by $10 per month, FierceWireless, Jan 18 2011
Sprint has increased its unlimited data plans for smartphones by an additional $10 per month, which is indicative of the company’s confidence as it works towards a subscriber turnaround…
The data tsunami, and why Sprint increased its data charges, FierceWireless, Jan 18 2011
This article discusses Sprint’s decision to raise pricing for its unlimited smartphone data plans by $10 a month…
Mobile Industry – AT&T, Verizon & Sprint
Lowenstein’s View: How will operators differentiate themselves in 2011?, FierceWireless, Jan 20 2011
This article discusses how different wireless carriers like AT&T, Sprint and Verizon will differentiate themselves in 2011 as competition for 4g intensifies…
Mobile services to hit $870 billion in 2014 as mobile broadband, messaging expand, Infonetics Research, Jan 18 2011
The mobile services market, which includes voice, messaging and broadband, is expected to reach $870 billion globally by 2014 at a 25% average annual growth rate…
Comcast (NASDAQ:CMCSA)
BOOM! Government Approves Comcast-NBC Deal, Business Insider, Jan 18 2011
After a period of investigation and hold-up, the government has approved the Comcast-NBC merger deal…
Comcast-NBC Merger: The Hulu Rules, TechCrunch, Jan 18 2011
This article talks about FCC rules with regards to Hulu (in which NBC has a stake) that need to be followed post the Comcast-NBC merger…
Telecom Hardware Industry
Cisco (NASDAQ:CSCO)
Gartner slams Cisco’s single-vendor network vision, Network World, Jan 21 2011
While Cisco has long promoted a single vendor network, Gartner suggests that companies may be better off with multi-vendor strategy…
Semiconductor Industry
Intel (NASDAQ:INTC)
EU Close on Intel-McAfee Deal, The Wall Street Journal, Jan 21 2011
European Union antitrust authorities are expected to approve Intel Corp.’s proposed purchase of software maker McAfee…
Intel: We’re Not Worried About Microsoft’s ARM Move, Business Insider, Jan 19 2011
Intel is not bothered by Microsoft’s move to create an ARM-compatible version of windows for tablets and support Nvidia’s future CPU plans. Intel is confident that its Atom processor will compete with ARM-based processors…
AMD (NYSE:AMD)
Advanced Micro Devices Predicts Strong Quarter, The New York Times, Jan 20 2011
AMD released its Q4 2010 earnings and predicts a strong first quarter of 2011…
AMD Targets Tablet Market, Growing PC Business, eWeek, Jan 20 2011
While AMD may be giving more attention to the tablet space, the company will continue to focus on current plans, particularly with its Fusion initiative…
AMD Unveils Fusion APUs for Embedded Devices, eWeek, Jan 19 2011
AMD is rolling out its G-Series APUs aimed at the highly competitive embedded market…
PC Industry – AMD, Intel, Nvidia
IDC: 70.8 Million Media Tablets To Ship By 2012, twice.com, Jan 18 2011
IDC released its report on the media tablet market and predicts more than 70 million global tablet shipments in 2012…
The Asia/Pacific PC Market Closes Out 2010 Stronger Than The Past Two Years Despite Signs of Moderation in 4Q10, IDC Press Release, Jan 20 2011
IDC’s preliminary results show that the Asia/Pacific (excluding Japan) PC market grew 19% in full year 2010 to reach 107 million units…
Deloitte: 2011 Will Be The Year Of The Tablet (Say Goodbye To Your Laptop), TechCrunch, Jan 21 2011
Deloitte, a professional services company, forecasts that more than 50% of all computing devices sold in 2011 will be non-PCs…
Media Industry
Netflix (NASDAQ:NFLX)
Netflix drops DVD Queue from mobile devices, iPhone users revolt, zdnet.com, Jan 17 2011
Netflix has removed the feature to queue DVD orders from streaming devices like smartphones and gaming consoles…
Netflix needs more HD streaming titles, hd-report.com, Jan 17 2011
CBS (NYSE:CBS)
Why Pandora Is on Virtually Every Device, adage.com, Jan 17 2011
This article discusses distribution mediums for Pandora, which is increasing competitive pressure on traditional radio broadcasters…
News Corp (NASDAQ:NWSA)
News Corp. Said Unlikely to Make More Concessions for BSkyB Bid Approval, Bloomberg, Jan 21 2011
News Corp. may be unwilling to offer concessions beyond spinning off its Sky News channel for government approval of its 7.8 billion-pound ($12.4 billion) takeover of British Sky Broadcasting Group Plc…
Retail Industry
Wal-Mart (NYSE:WMT)
Wal-Mart to Enter Africa Market, The Journal of Commerce, Jan 21 2011
Wal-Mart, the world’s largest retailer, moved a step closer to entering Africa as a 51% shareholder of a large South African chain…
Wal-Mart to Stock Healthier, More Affordable Foods, Bloomberg, Jan 21 2011
Wal-Mart Stores Inc., the world’s largest retailer, said it is joining first lady Michelle Obama’s anti-obesity campaign by stocking healthier foods…
Best Buy (NYSE:BBY)
Sears, Best Buy Begin Pre-Super Bowl Sales, twice.com, Jan 20 2011
Sears and Best Buy are looking to leverage the Super Bowl event by kicking off a series of TV promotions in advance of the big game…