-
JP Morgan Comments on Clearwire's WiMax, LTE Funding Agreements
Thursday, December 1, 2011 - 11:44amJP Morgan has published a research report on Clearwire (NASDAQ: CLWR) after the company reported reaching a new agreement on WiFax and LTE funding. In the report, JP Morgan writes, "Clearwire will receive a total of $926m for unlimited WiMAX service from Sprint for 2012 and 2013, $600m cash of...
Read More >> -
Takeout Possibilities in the Mobile Ecosystem
Thursday, May 27, 2010 - 8:36amOn the heels of the pending transaction between Hewlett-Packard (HPQ) and Palm (PALM) as well as announced Google (GOOG)-AdMob and Apple (AAPL)-Quattro Wireless, we are left wondering what other players are potential takeover targets for either strategic reasons or opportunistic ones. Little...
Read More >> -
How to Really Think About “For Chip Makers, the Next Battle is in Smartphones.”
Monday, February 22, 2010 - 11:08amThis morning the New York Times has an article “For Chip Makers, the Next Battle is in Smartphones.” In my view, this is hardly a new perspective as I have been saying for some time that smartphones are the new battleground and investors should be “buying the bullets, not the guns.” That is...
Read More >>
