Roshan Priyadarshi
Equity Research Analyst, Trefis
Professional Experience
Analyst at Trefis, Oct '11 - Present
Software Engineer at Avaya India, Jul '10 - Sep '11
Education
B.E (Computer Science) at BITS, Pilani, Jun '06 - May '10
Other Interests
– Roshan has not yet completed this section –
Ask Roshan a question about companies or interests...
- Roshan's Portoflio
- QUALCOMM Incorporated
- Nokia Corporation Sponsored American Depositary Shares
- Motorola Solutions, Inc.
- China Mobile Limited
- SprintNextel Corporation
- Cisco Systems, Inc.
- BlackBerry
- China Telecom Corp Ltd ADS
- Juniper Networks, Inc.
- AT&T Inc.
- Samsung
- Apple Inc.
- Akamai Technologies, Inc.
- China Unicom (Hong Kong) Ltd
- Verizon Communications Inc.
SSNLF $1,476
Telecom EBITDA Margin
T $40.03
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CHA ($23,018,899,746)
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BIDU $125
Baidu's Search Market Share in China
AAPL $626
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AT&T 's spectrum problems are well-known. It has been throttling its highest data users for quite some time now. It tried acquiring T-Mobile to gain the additional spectrum it said it needed to build a its LTE network. However, after facing significant regulatory hurdles, it finally had to abandon those plans and now has to pay more than $4 billion in cash and wireless assets to T-Mobile as a penalty fee.
If Verizon gets all the approvals for its spectrum buy from the cable companies, AT&T's spectrum situation could look even more dire. Will AT&T be able to build a LTE network big enough and efficient enough to compete with Verizon? Are the recent Congress-sanctioned TV spectrum auction the final answer to its woes? Or will the FCC again block its hopes of gaining all the additional spectrum it needs? [ less... ]
If Verizon gets all the approvals for its spectrum buy from the cable companies, AT&T's spectrum situation could look even more dire. Will AT&T be able to build a LTE network big enough and efficient enough to compete with Verizon? Are the recent Congress-sanctioned TV spectrum auction the final answer to its woes? Or will the FCC again block its hopes of gaining all the additional spectrum it needs? [ less... ]
AT&T 's spectrum problems are well-known. It has been throttling its highest data users for quite some time now. It tried acquiring T-Mobile to gain the additional spectrum it said it needed to build a its LTE network. However, after facing significant regulatory hurdles, it finally had to abandon those plans and now has to pay more than $4 billion in cash and wireless assets to T-Mobile as a penalty fee.
If Verizon gets all the approvals for its spectrum buy from the cable companies, AT&T's spectrum situation could look even more dire. Will AT&T be able to build a LTE network big enough and efficient enough to compete with Verizon? Are the recent Congress-sanctioned TV spectrum auction the final answer to its woes? Or will the FCC again block its hopes of gaining all the additional spectrum it needs?
Verizon has of late started getting more aggressive with its LTE plans. Not only has it revised its LTE coverage target upwards for the end of the year from the earlier 250 million PoPs to 260 million, but is also planning to launch only LTE phones this year. It is also bringing down the prices of its LTE phones on offer and offering more 4G data for similarly priced 3G plans.
However, at the same time, its LTE network has been suffering from recurring outages since last year. Is Verizon being aggressive with its bet on LTE too soon or LTE's time has finally come? [ less... ]
However, at the same time, its LTE network has been suffering from recurring outages since last year. Is Verizon being aggressive with its bet on LTE too soon or LTE's time has finally come? [ less... ]
Verizon has of late started getting more aggressive with its LTE plans. Not only has it revised its LTE coverage target upwards for the end of the year from the earlier 250 million PoPs to 260 million, but is also planning to launch only LTE phones this year. It is also bringing down the prices of its LTE phones on offer and offering more 4G data for similarly priced 3G plans.
However, at the same time, its LTE network has been suffering from recurring outages since last year. Is Verizon being aggressive with its bet on LTE too soon or LTE's time has finally come?
Motorola has been trying to strong-arm Apple into licensing all its patents in exchange for Motorola's 3G standard-essential patents (SEPs). It had even won a preliminary injunction against Apple, banning the sale of 3G devices in Germany. Google, which was totally in agreement with Motorola's litigation strategy, was planning to buy that leverage for $12.5 billion.
However, Apple recently managed to get the injunction temporarily suspended by making a revised offer to Motorola for its SEPs, with the court ruling that this offer should be acceptable to Motorola. Since these SEPs are governed by FRAND laws, further insistence on MMI's part to enforce an injunction could be seen as an antitrust violation.
With this, it seems Google's entire strategy around MMI's patents has failed even before the merger has been completed. Should Google abort the merger plans while there's still time or does Google's strategy with Motorola stretch well beyond just patent defense? [ less... ]
However, Apple recently managed to get the injunction temporarily suspended by making a revised offer to Motorola for its SEPs, with the court ruling that this offer should be acceptable to Motorola. Since these SEPs are governed by FRAND laws, further insistence on MMI's part to enforce an injunction could be seen as an antitrust violation.
With this, it seems Google's entire strategy around MMI's patents has failed even before the merger has been completed. Should Google abort the merger plans while there's still time or does Google's strategy with Motorola stretch well beyond just patent defense? [ less... ]
Motorola has been trying to strong-arm Apple into licensing all its patents in exchange for Motorola's 3G standard-essential patents (SEPs). It had even won a preliminary injunction against Apple, banning the sale of 3G devices in Germany. Google, which was totally in agreement with Motorola's litigation strategy, was planning to buy that leverage for $12.5 billion.
However, Apple recently managed to get the injunction temporarily suspended by making a revised offer to Motorola for its SEPs, with the court ruling that this offer should be acceptable to Motorola. Since these SEPs are governed by FRAND laws, further insistence on MMI's part to enforce an injunction could be seen as an antitrust violation.
With this, it seems Google's entire strategy around MMI's patents has failed even before the merger has been completed. Should Google abort the merger plans while there's still time or does Google's strategy with Motorola stretch well beyond just patent defense?
Apple has seen a big run-up in market price lately, rising up more than 45% in less than three months. We are showing a downside to Apple's current market price now. Do you think there is more upside to be seen in the stock or that the markets are overvaluing Apple after a long time?
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Apple has seen a big run-up in market price lately, rising up more than 45% in less than three months. We are showing a downside to Apple's current market price now. Do you think there is more upside to be seen in the stock or that the markets are overvaluing Apple after a long time?
QCOM $19.75
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