Monthly Archives: February 2007

Chavez Pays Market Price For Verizon Stake Hugo Chavez, the socialist Venezuela leader, agreed on Monday to buy Verizon Communications’ (VZ) 28.5% stake in the country’s CANTV, the country’s leading telecommunications provider. Chavez offered $17.85 per CANTV ADR versus the … Continue reading →

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A War In The Wireless Software Business Is About To Begin Today, Nokia (NOK) and Vodafone (VOD) announced their collaboration on the development of S60 software on Symbian OS, with the release of the first Vodafone specific software package to … Continue reading →

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Looking To Invest In IP Voice: Stay Away From Vonage, Look At eBay Vonage’s (VG) woes continue as detailed in Barron’s Follow-Up column this weekend. The stock is currently trading at $5 per share down from its $17 offering price. … Continue reading →

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Optical IPOs Are Slowly Coming Back Opnext (OPXT), a maker of laser diodes, optical modules and pluggable modules, is expected to go public this week. Opnext is the second optical component company to come public in the last four months. … Continue reading →

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Buying Opportunity After Cisco’s (CSCO) outstanding results, we blogged that another way to play the huge growth in IP traffic was through pure IP service providers such as Level 3 (LVLT), Global Crossing (GLBC) and Time Warner Telecom (TWTC). That … Continue reading →

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Mortgage Market News & Insider Selling Most Likely Connected Merrill Lynch’s (MER) top executives have been selling a lot of stock, according to Barron’s Online. So far this month, the top three execs have grossed $29.7 million. Supposedly, this is … Continue reading →

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Mortgage Market Getting Ugly HSBC Holdings PLC (HBC) said late last night that its loan impairment charges and other credit risk provisions in 2006 are now expected to be 20 pct above the consensus estimate of $8.8 billion made by … Continue reading →

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Analysts Not Impressed With Analyst Day Sun Microsystems (SUNW) held its annual investor’s day with the investment community yesterday. Analysts seemed not to share Jonathan Schwartz’s, CEO of Sun, enthusiasm for where the company is headed. Here are some opinions … Continue reading →

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Investing in Internet Protocol Cisco’s (CSCO) quarter-after-quarter of strong results is due to its focus and domination in developing the best Internet Protocol (IP) networking technology. Are there other ways to invest in IP and profit? Look at the remaining … Continue reading →

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Simply Amazing Results Of all the boom stocks from the 1990s, Cisco (CSCO) is the only one that has maintained the stellar growth: Sales up 27%, the fastest stand-alone growth in years. Way above Cisco’s long-term growth objective of 10 … Continue reading →

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