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Communications  // Browsing posts in Communications

CDN Demand Growing, Providers Struggle to Raise Margins

Research Question: Where will CDN growth come from now that data transit has been commoditized, and which service provider is best positioned to gain market share? By: David Franklin Companies: AAPL, ADBE, AKAM, AMZN, ASX:TLS, CMCSA, CSCO, EPA:ALU/ALU, GOOG, IBM, LLNW, LVLT, MSFT, TWX, VZ Click here to download the report (.pdf)   Summary of Findings The commoditization […]

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Developers Have Little Interest in Apps for Nokia, Microsoft Platform (MSFT, NOK)

Research Question: Will developers build apps for the Nokia/Microsoft platform? By: Reverdy Johnson Companies: AAPL, DELL, GOOG, HEL:NOK1V/NOK, HPQ, MMI, MSFT, S, T, TSE:RIMM/RIMM, VZ Click here to download the report (.pdf)   Summary of Findings Eleven of 14 developer sources were not interested in creating apps for Nokia Corp.’s (HEL:NOK1V/NOK) smartphones using Microsoft Corp.’s (MSFT) Windows […]

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Cracks Seen in BlackBerry’s Corporate America Business (BBRY)

Research Question: Will Research In Motion’s sales increase at various U.S. carriers? If so, when? By: Susan Jennings Kantari Companies: AAPL, EPA:ALU/ALU, GOOG, S, SEO:005930, SHE:000063, T, TPE:2498, TSE:RIM/RIMM, VZ Click here to download the report (.pdf)   Summary of Findings Research In Motion Ltd.’s (TSE:RIM/RIMM) BlackBerry device is not growing in the business world as corporate IT […]

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PayPal a Mobile Payment Leader But Competition Is Fierce (PYPL)

Research Question: Can PayPal navigate increased competition from near field communication and mobile payment solutions in order to remain an alternative payment leader? By: David Franklin Companies: AAPL, AMZN, ATT, AXP, BIT:NOK1V/NOK, C, DTE, EBAY, GOOG, MA, PAY, SEO:005930, TSE:RIM/RIMM, V, VZ Click here to download the report (.pdf)   Summary of Findings eBay Inc.’s (EBAY) PayPal will […]

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Alcatel’s Optical Switching a Growth Area in Network Build (ALU)

Research Question: Where does Alcatel-Lucent stand with regard to the optical build to solve current mobile phone and Internet congestion issues? By: Reverdy Johnson Companies: ADTN, ALU, CLWR, CSCO, ERIC, ETR:SIE/SI, GLW, GOOG, HEL:NOK1V/NOK, JNPR, IBM, LVLT, PCS, Q, QCOM, S, SEO:005930, T, TYO:5802, TYO:6702, VZ Click here to download the report (.pdf)   Summary of Findings Alcatel’s […]

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