Gree Joins China Crowd, ZTE Calls On Japan
Doug Young - Seeking Alpha - Tue May 05, 11:40AM CDT
Bottom line: Gree’s launch of a smartphone line is far too late and could signal the start of a major shake-out for the sector, while ZTE’s move into Japan will be tough but could reap big rewards if it can gain traction. You know...
U.S.-Huawei Standoff Set For Thaw?
Doug Young - Seeking Alpha - Tue Apr 28, 10:59AM CDT
Bottom line: The new Nokia-Alcatel merger, combined with a continued low-key lobbying campaign by Huawei could ultimately convince Washington to ease its ban on Chinese telecoms equipment within the next year. A couple of new reports are casting...
ERIC: 11.58 (+0.13), ALU: 3.76 (+0.02), NOK: 6.90 (-0.08)
ZTE Pounces On Huawei With Patent Allegations
Doug Young - Seeking Alpha - Thu Apr 23, 6:24AM CDT
Bottom line: ZTE's patent infringement allegations against Huawei are mostly noise that won't result in any major legal action, and instead reflect the stiff competition that is plaguing China overheated smartphone market. After several months...
ZTE Chases Simplicity, Seeks A Voice
Doug Young - Seeking Alpha - Fri Mar 06, 3:06AM CST
Bottom line: ZTE's decision to slim down its cellphone product line and focus on 4 key areas looks like a smart formula for success, but its big bet on voice could bring trouble if the technology fails to gain momentum. After a painful but...
Cisco products disappear from Chinese government buy list
Seeking Alpha - at Seeking Alpha - Wed Feb 25, 11:43AM CST
INTC: 32.99 (+0.02), AAPL: 128.77 (-0.18), CTXS: 65.61 (-1.14), CSCO: 29.55 (+0.50)
IDC Q4 2014 China Smartphone Shipments: Xiaomi Up Top
WestEnd511 - at Seeking Alpha - Thu Feb 19, 8:31AM CST
AAPL: 128.77 (-0.18)
ZTE reports rejection of Vringo's patent claims against it by District Court of Dusseldorf
M2 - Mon Jan 26, 4:20AM CST
ZTE Corporation (HKSE:0763.HK)(OTC:ZTCOY) announced on Friday announced that the decisions of the District Court of Dusseldorf (Landgericht Dusseldorf) was ruled in its favour in a patent litigation with Vringo Germany GmbH, a subsidiary of Vringo Inc New York.
VRNG: 0.66 (-0.01)
Apple Earnings Preview: Positive Read-Through From Hon Hai; Focusing On App Growth
WestEnd511 - at Seeking Alpha - Sun Jan 25, 11:49AM CST
AAPL: 128.77 (-0.18)
ZTE Profit Alert: Overseas Smartphone Driving Growth
WestEnd511 - at Seeking Alpha - Thu Jan 22, 8:14AM CST
TELECOMS: ZTE Back In Black As Turnaround Takes Hold
Doug Young - Seeking Alpha - Tue Jan 20, 8:05AM CST
Bottom line: ZTE’s latest preliminary results show the company may have turned a corner in the second half of last year and could be set for a business rebound if it can maintain focus on key new product and service areas. A new profit...
Apple: It's An App Story
WestEnd511 - at Seeking Alpha - Sun Jan 11, 9:45PM CST
GOOGL: 546.49 (-2.71), AAPL: 128.77 (-0.18), GOOG: 533.85 (-4.55)
TELECOMS: ZTE Seeks Transformation In 2015
Doug Young - at Seeking Alpha - Mon Jan 05, 1:15PM CST
Bottom line: ZTE’s relaunch to focus on a wider range of interconnectivity products and services looks smart and well-conceived, but could be harder to execute if it tries to do too much too quickly. The last few years have been a difficult...
Apple 2015 Outlook: Where Do We Go From Here?
WestEnd511 - at Seeking Alpha - Fri Jan 02, 10:07PM CST
QIHU: 58.20 (+0.46), QUNR: 49.50 (-0.48), BIDU: 192.98 (+2.71), AAPL: 128.77 (-0.18), BABA: 88.46 (+0.06)
Update: Vringo Post En Banc
IP Hawk - at Seeking Alpha - Mon Dec 15, 11:46PM CST
VRNG: 0.66 (-0.01)
Ubiquiti Networks Q1 Earnings Miss Estimates, Sales Up Y/Y - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Nov 07, 2:50PM CST
Ubiquiti Networks Inc. (UBNT) reported first-quarter fiscal 2015 adjusted earnings of 47 cents a share lagging the Zacks Consensus Estimate of 52 cents a share by 9.6%.
UBNT: 30.02 (unch), QCOM: 71.06 (+0.54), NOK: 6.90 (-0.08)
Ericsson Misses Q3 Earnings Estimates, Shares Fall 2.9% - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Mon Oct 27, 10:40AM CDT
Ericsson (ERIC) reported non-IFRS earnings of SEK 1.11 (15 cents) in the third quarter of 2014, falling short of the Zacks Consensus Estimate of 17 cents by 11.8%.
ERIC: 11.58 (+0.13), ARUN: 24.65 (-0.01), QCOM: 71.06 (+0.54)
Trade Tone Improves Between China And The West
Doug Young - at Seeking Alpha - Wed Oct 15, 2:50AM CDT
After fraying under a steady stream of disputes over the last 2 years, China-Western trade relations took a much-needed turn for the better last week with new reports showing that Beijing and its major trading partners were taking constructive steps...
XPP: 99.82 (+3.52), CHXF: 61.61 (+0.97), YINN: 59.36 (+3.10), NOK: 6.90 (-0.08), MCHI: 61.79 (+1.04), YANG: 5.43 (-0.31), FXP: 26.51 (-1.01), CHL: 70.53 (+2.51), PGJ: 34.12 (+0.35), FCA: 29.47 (+0.23), YAO: 33.47 (+0.50), YXI: 22.63 (-0.85), CN: 44.52 (-0.36), FXI: 50.60 (+0.94), GXC: 96.75 (+1.32)
ARC Group (ARCW) Falls: Stock Tanks 24.4% - Tale of the Tape
Zacks Equity Research - Zacks Investment Research - Fri Oct 10, 7:43AM CDT
Shares of ARC Group fell over 24% last session and witnessed flat revision in current year estimates in the past few weeks suggest a close watch of the firm in the near future.
ARCW: 6.40 (-0.02), ARUN: 24.65 (-0.01), NOK: 6.90 (-0.08)
Novatel Wireless (NVTL) Jumps: Stock Moves 6.8% Higher - Tale of the Tape
Zacks Equity Research - Zacks Investment Research - Tue Sep 16, 8:46AM CDT
Novatel Wireless (NVTL) was a big mover last session, with shares rising nearly 7% on the day.
ARUN: 24.65 (-0.01), VIMC: 12.75 (-0.01)
Ubiquiti Networks in Focus: Stock Falls 7.4% - Tale of the Tape
Zacks Equity Research - Zacks Investment Research - Tue Sep 16, 7:54AM CDT
Ubiquiti Networks stock fell over 7%, reversing its recent trend
UBNT: 30.02 (unch), ARUN: 24.65 (-0.01), ACIW: 23.84 (-0.08)