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Communications  // Browsing posts in Communications

Aug 31 2012 Communications, Technology

Nokia’s Growth from Lumia Windows 8 Phone Will Be Slow, Threatened

Research Question: Will the Lumia Windows Phone 8 spark sales growth for Nokia? By: Susan Jennings Kantari Companies: AAPL, GOOG, KS:005930, MSFT, MSI, NOK, RSH, S, T, TPE:2498, TSE:RIM/RIMM, VMED, VZ Click here to download the report (.pdf)   Summary of Findings The newest Lumia smartphone will create slow growth rather than a real sales spark for Nokia […]

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Nokia Whisper

Research Question: Will Nokia’s September launch of their Windows 8 Lumia smartphone be the lifeline that sparks growth? Companies: Nokia (NOK), Microsoft (MSFT)   Initial research by Blueshift indicates lagging Nokia Lumia sales that could be enriched by the release of Windows 8.   Observations According to a recent report, Nokia will unveil its new […]

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OTT Whisper

Research Question: Who are the big winners and losers in the OTT market in the next three to six months? Companies: Apple (AAPL), Netflix (NFLX), Amazon (AMZN), Comcast (CMCSA), Tine Warner Cable (TWC)   Blueshift’s initial research on the OTT market indicates increasing traction and possible future growth opportunities for over-the-top viewing, but rising costs […]

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Riverbed Can Cross-Sell New, Core Products for Growth Opportunities

Research Question: Is Riverbed struggling to grow within its core and new product lines? By: Reverdy Johnson Companies: AMZN, BCSI, BRCD, CSCO, CTXS, EMC, ETR:SAP/SAP, EXTR, FFIV, HPQ, IBM, JNPR, ORCL, RDWR, RVBD, VMW Click here to download the report (.pdf) Summary of Findings Ten of 16 sources said Steelhead, Riverbed Technology Inc.’s (RVBD) core product family, has […]

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Cisco Effectively Manages Pricing Pressure in the Switch Market

Research Question: Is Cisco’s enterprise switch business succumbing to competitive pricing pressure? By: David Franklin Companies: BRCD, CSCO, DELL, EPA:ALU/ALU, EXTR, FFV, HPQ, IBM, JNPR, MLNX, NTGR, PANW, RVBD, TPE:2332, VMW Click here to download the report (.pdf) Summary of Findings Seventeen of 23 sources said pricing pressures have continued in the small to midsize business (SMBs) and […]

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Cisco Whisper

Research Question: Is Cisco’s enterprise switching business succumbing to competitive pricing pressure? Companies: Cisco Systems (CSCO), Juniper Networks (JNPR), Hewlett-Packard (HPQ), Huawei Technologies (SHE:002502), & D-Link (TPE:2332)   Initial research by Blueshift indicates increasing cost-effective alternatives to Cisco’s enterprise switching business, though Cisco is refuting this notion.   Observations In the last year, Cisco’s core […]

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Jun 15 2012 Communications

Cable and Syndication Benefit in 2012–2013 Upfront Season (CBS, CMCSA, TWX)

Research Question: Will weakness in major categories, such as auto, movies and wireless, push networks to go for volume over price in the 2012–2013 upfront season? By:  Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, GM, NLSN, NWS, SCOR, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings Total upfront spending has been […]

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NetGear’s Cable Modem Issues Won’t Hurt Sales, Other MSOs (NTGR)

Research Question: Will NetGear’s cable modem issues extend beyond Comcast and Time Warner Cable during this year’s IPv6 rollout? By: David Franklin Companies: ARRS, CHTR, CMCSA, CSCO, MSI, NTGR, TPE:2332, TWC, VZ Click here to download the report (.pdf)   Summary of Findings NetGear Inc.’s (NTGR) CMD31T cable modem IPv6 issues in California are not serious and […]

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Lumia 900 to Help Secure Third Place for Nokia and Microsoft (NOK, MSFT)

Research Question: Will the Lumia 900 be a breakout for the Nokia/Windows partnership and capture some of the smartphone market from the Apple and Android operating systems? By:  Reverdy Johnson Companies: AAPL, AMD, FRA:DTE, GOOG, INTC, KS:005930, MNI, MSFT, NOK, QCOM, S, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf) Summary of Findings Sales […]

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Apr 17 2012 Communications, Technology

Polycom Struggles to Remain Relevant in Changing Market (PLCM)

Research Question: How are increased competition and lower-cost alternatives affecting Polycom’s growth and market share? By:  Reverdy Johnson Companies: AAPL, CLRO, CSCO, CTXS, GOOG, LOGI, MSFT, PLCM, RVSN, SHOR Click here to download the report (.pdf)   Summary of Findings All 18 U.S. sources said Polycom Inc. (PLCM) is struggling to keep up with the changing video […]

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