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Wednesday, November 11, 2009

Applied Materials: The Next Tech Layoffs?

Eric Savitz

In a development that only Scrooge and the Grinch would find amusing, the tech industry has entered into a fevered period of pre-holiday job cuts.

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Friday, October 23, 2009

Power.com Suit Against Facebook Is Dismissed

Andrew LaVallee

A U.S. District Judge dismissed a lawsuit against Facebook by Power.com Thursday, the latest move in a back-and-forth legal battle between the two social-media services.

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Tuesday, September 22, 2009

T-Mobile’s 4G Solution: Rent From Clearwire and MetroPCS?

Eric Savitz

Deutsche Telekom, parent of U.S. mobile operator T-Mobile, is holding talks about gaining access to spectrum controlled by Clearwire and MetroPCS as a way to build out 4G wireless service, according to Bloomberg, which cites “two people familiar with the matter.”

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Thursday, August 13, 2009

Palm Reportedly Cuts Pre Production Plans

Eric Savitz

The best days for the Palm Pre may already have past. That was the implication of the Sell call on the stock this morning from Morgan Joseph – and the same theme can be found in a similarly bearish note this morning from Collins Stewart analyst Ashok Kumar.

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Friday, August 7, 2009

Palm: Pali Sees Pre Uptick, Credits Brief Price Cut to $99

Tiernan Ray

Sales of the Palm Pre smartphone may be creeping up to 30,000 a week this week versus a prior trend of 25,000, writes Pali Capital analyst Walter Piecyk in a blog post this morning.

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Monday, May 11, 2009

How Did the Prepaid Carriers Stack Up?

Andrew LaVallee

Prepaid wireless carriers have gotten a lot of attention in recent months because of the ailing economy, which has helped them as consumers seek out cheaper cellphone plans.

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Monday, May 4, 2009

Boost Mobile Promises to Fix Text-Messaging Delays

Marisa Taylor

The explosion of low-cost, prepaid wireless plans are raking in the customers during this recession, and Boost Mobile, a division of Sprint that boasts an estimated 4 million users, is no different.

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Thursday, April 30, 2009

Verizon’s Smart-Phone Talks: What’s Real?

Amol Sharma

Given the buzz surrounding Verizon’s smart-phone efforts lately, it’s useful to review all the recent reporting and size up what looks most likely.

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Monday, January 26, 2009

Debating the Impact of Sprint’s Boost Unlimited Service

Eric Savitz

Just how much of a threat is Sprint’s new $50 prepaid Boost Unlimited plan for all-you-can-eat voice and data service? That question is particularly important to the companies Sprint has clearly targeted with the new offering: Leap Wireless and Metro PCS.
And it is a matter of no small debate.

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Thursday, December 18, 2008

The Definitive Coast-to-Coast 3G Data Test

Wilson Rothman

After a grueling eight-city coast-to-coast test of the 3G networks run by AT&T, Sprint and Verizon, we’ve come up with some clear-cut test results. Think you know who has the best network? Think again.

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Tuesday, December 2, 2008

Clearwire Sinks; Attractive Spectrum Isn’t Enough

Eric Savitz

Clearwire shares are down sharply this morning after negative comments from analysts at J.P. Morgan and Stanford Group. Though its stock saw a lift yesterday following the completion of its deal to acquire Sprint’s Xohm wireless broadband business, the concern is that the company needs substantially more capital and that the intensely competitive landscape will overshadow its technological advantages.

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Friday, November 7, 2008

Sprint Continues to Shrink; Credit Terms Amended

Eric Savitz

Sprint? More like “Splint.” The company’s revenue, posted this morning, fell 12 percent from last year–wireless revenue was down 13 percent. Sprint did not give a specific financial forecast.

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Thursday, November 6, 2008

Bernstein: The Rich Get Richer in U.S. Wireless

Tiernan Ray

In wireless, it appears, the old adage applies: The rich get richer. The poor? Not so much. AT&T and Verizon Wireless are reporting impressive numbers while everyone else (Sprint Nextel, T-Mobile, Metro PCS and Leap Wireless) is not. The gap between the tiers in the market are “stark,” according to Sanford Bernstein analyst Craig Moffett.

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Tuesday, November 4, 2008

FCC OKs Clearwire/Sprint WiMax Deal; Both Stocks Soar

Eric Savitz

A plan to combine Sprint’s Xohm network with Clearwire’s WiMax network was approved today by the FCC. The Justice Department will allow the deal to proceed, though it will continue to monitor the situation. A sigh of relief was heard from within both legacy companies and from investors in the newly combined company–which include Google, Intel, and a group of cable companies.

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Tuesday, September 9, 2008

Exclusive: Widespread Cellphone Location Snooping by NSA?

Chris Soghoian

If you thought that the National Security Agency’s warrantless wiretapping was limited to AT&T, Verizon and Sprint, think again.
While these household names of the telecom industry almost certainly helped the government to illegally snoop on their customers, statements by a number of legal experts suggest that collaboration with the NSA may run far deeper into the wireless phone industry.

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