Telecom and Semiconductor Weekly Updates
Week Update: Technology Sector News
Below we present a summary of key updates that might be of interest to investors interested in technology stocks. This update includes AMD (NYSE:AMD), Dish Network (NASDAQ:DISH), Comcast (NASDAQ:CMCSA), Sprint (NYSE:S) and Time Warner Cable (NYSE:TWC).
AMD
- Digital Infrastructure Stocks Are Up 7% This Year, Will Generative AI Tailwinds Continue To Drive Them Higher?
- Up 130% In The Last 12 Months, Will AI Power AMD’s Rally Post Q4 Results?
- AMD Takes The Fight To Nvidia With Latest AI Chip Launch. Is The Stock A Buy At $116?
- Is AMD Stock A Buy At $120 As It Doubles Down On AI-Focused GPUs?
- Is AMD The Dark Horse Of The AI Silicon Race?
- What To Expect From AMD’s Q2 Results?
AMD has finally officially launched its Llano chips that combines the power of CPU and GPU on a single chip. This is a direct assault on Intel’s (NASDAQ:INTC) Sandy Bridge processors that started shipping earlier this year. This could create demand for AMD’s chips given its command over graphics technology. [1] See our analysis
Dish Network
Dish Network has continued its quest of getting distressed assets at cheap prices with strategy of accumulating enough assets so as to be able to launch a viable broadband and/or voice offering in the future. In the latest move, the company has bid $1.38 billion for TerreStar networks. [2] See our analysis
Comcast
Comcast demonstrated next-generation wireline broadband speeds. The company showed a live cable network and demonstrated download of 23 episodes of 30 Rock in 99 seconds, at speed of 1 Gbps [3] See our analysis
Sprint
Sprint is making some slight changes to its data pricing for tablets and also introducing unlimited plan for WiMax tablets. The first WiMax tablet is going to be HTC View 4G. Probably the idea is to promote usage of WiMax in which Sprint has already invested quite a bit of money. [4] See our analysis
Time Warner Cable
Time Warner Cable has announced that it will be acquiring NewWave Communications’ cable systems in Kentucky and western Tennessee for an amount of $260 million. As a result, the company will gain 70 thousand video customers, 42 thousand internet customers and 26 thousand phone customers. [5] See our analysis
Notes:- A.M.D. Releases Chips With New Graphics Abilities, The New York Times, Jun 14 2011 [↩]
- Dish Network lands $1.38B bid for TerreStar, reportedly outflanking MetroPCS, FierceWireless, Jun 15 2011 [↩]
- Comcast shows off 1 Gbps broadband, GigaOm, Jun 16 2011 [↩]
- Sprint to tweak tablet data plans, will add unlimited WiMAX, FierceWireless, Jun 14 2011 [↩]
- Time Warner Cable Buys Cable Systems, The Wall Street Journal, Jun 13 2011 [↩]