Ockham Research Staff @ August 7, 2008 # No Comment Yet
From the Wall Street Journal:
Soon, Perhaps, as Values
Of Firms Like Comcast
Begin to Look Attractive
By VISHESH KUMAR
April 3, 2008; Page C1
It may be time to get back into cable stocks.
After a yearlong selloff that clobbered the share prices of cable companies, a number of analysts now say that investors overreacted to the threat posed to cable […]
Ockham Research Staff @ July 23, 2008 # No Comment Yet
Cell phones are increasingly taking a dominant position over landlines in the telecommunications industry. AT&T was able to match estimates for the quarter, but the brightest times are still ahead.
Ockham Research Staff @ June 11, 2008 # No Comment Yet
Nortel Networks Holdings Corp. (NT) announced at its annual shareholders’ meeting that the company will be shifting focus from WiMax to LTE technology. These wireless technologies are a key component to the newest area of growth for telecom companies, data and multimedia services. The quicker fourth generation network technologies will allow customers to have cutting-edge […]
Ockham Research Staff @ June 5, 2008 # No Comment Yet
It’s official, Verizon Wireless (VZ) will acquire rival Alltel Corp. for $28.1 billion of cash and debt. The deal will unload Alltel from the books of Goldman Sachs Private Equity and TPC Group who bought Alltel last year. Alltel has performed well since being taken private but Goldman and TPC had a lot of trouble […]
Ockham Research Staff @ May 9, 2008 # No Comment Yet
Comcast (CMCSA) will need to continue to improve their product in an evolving competitive landscape. Cable companies have used the “bundling” of services to attract customers away from telecom companies over the last few years. The addition of internet and phone services to the traditional cable services helped grow Comcast’s subscriber base thanks to this […]
More on: Comcast Sees Increased Competition in Multi-Media Bundling
Ockham Research Staff @ May 5, 2008 # No Comment Yet
The “rumor mill” has captured our attention again, as Deustche Telekom (DT) is reportedly pondering a possible bid for Sprint. As the parent company of T-Mobile, DT is already the fourth biggest wireless provider in America. By adding Sprint, the 3rd largest American wireless provider, DT would become the largest American wireless carrier. This deal […]