ERIC : Analysis & Opinions

  1. Nokia Buys Out Siemens, Are Phones Now On The Block?

    July 2, 2013
    In buying Siemens' share of Nokia Siemens Network, Nokia may have just bought its future
  2. Could Alcatel-Lucent's Restructuring Boost Ericsson Further?

    June 21, 2013
    Alcatel-Lucent's latest restructuring plan could ultimately boost the fortunes of rival Ericsson
  3. Nokia Still Straddling Fault Lines

    April 18, 2013
    Nokia Still Straddling Fault Lines by Stephen D. Simpson, CFA Roughly 18 months into his tenure as the CEO of Nokia ...
  4. Oracle Dials It Up In Telecom

    March 27, 2013
    Oracle deepens its committment to becoming a major player in telecom equipment and technology.
  5. STMicro's 4Q Loss Widens Y/Y - Analyst Blog

    February 5, 2013
    STMicroelectronics (STM) reported adjusted fourth quarter 2012 loss of 11 cents per share, wider than the Zacks Consensus ...
  6. NSN Shows Signs of Turnaround - Analyst Blog

    January 25, 2013
    Nokia Siemens Networks (NSN), a 50-50 joint venture between Nokia Corp. (NOK) and Siemens AG (SI) to provide telecom network ...
  7. Gale Technologies Acquired by Dell - Analyst Blog

    November 19, 2012
    After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. (DELL) announced ...
  8. Nokia-Siemens to Offload BSS Unit - Analyst Blog

    August 30, 2012
    Nokia Siemens Networks, a 50-50 joint venture between Nokia Corporation (NOK) and Siemens AG (SI) is in its final lap of ...
  9. Nokia Still Has Miles To Go

    January 27, 2012
    Nokia rallies on less-terrible results.
  10. Ciena Tries To Carve Out Another Run

    December 13, 2011
    Ciena likely never will match what it used to be.
  11. Altera's Adjustment No Need For Panic

    September 12, 2011
    Altera's revision looks like the end of the beginning, not the beginning of the end.
  12. Alcatel-Lucent Still In The Fight

    May 10, 2011
    Margins are the key for Alcatel-Lucent now that revenue has picked up.
  13. A Rare Stumble For Emerson

    May 5, 2011
    Emerson had a rare and minor setback, but the stock is not cheap yet.
  14. The Equipment Fallout Of The AT&T/T-Mobile Deal

    March 23, 2011
    The deal between AT&T and T-Mobile will have far-reaching ramifications throughout the equipment industry.
  15. Searching For Gains In Scandinavia

    February 4, 2011
    Rich in natural resources, industrial expertise and fiscal conservatism, Scandinavia is a perfect for a developed market ...
  16. Motorola Back From The Dead This Halloween

    October 29, 2010
    Motorola has returned to profitability, but can it stay there?
  17. Investing In Scandinavia

    April 29, 2010
    The Scandinavian region is often overlooked from an investment perspective, but it shouldn't be.
  18. Alcatel-Lucent Has Room To Grow

    August 27, 2009
    Even after a healthy run-up in the stock, Alcatel-Lucent remains a compelling opportunity.
  19. A Hard NOK For Investors

    July 24, 2009
    Beating Wall Street estimates isn't enough for Nokia to keep up its share price.
  20. Earnings Season Confusion

    July 21, 2009
    Investors who were hoping to find evidence of economic direction in the global economy during second quarter earnings season ...
  21. Can Nokia Get Smart?

    June 17, 2009
    Even Nokia's soon-to-be-launched iPhone killer, the N97, won't solve Nokia's problems.
  22. Does Alcatel-Lucent Have Horns?

    June 9, 2009
    Alcatel-Lucent may not be operating on all cylinders, but more the market has beaten the stock down too far.
  23. ADP Analyst Meeting: A Review

    March 31, 2009
    ADP seeks to calm weary investors. The company's diverse sectors are promising, even with some tough competition.
  24. Headline Makers For Oct. 20

    October 20, 2008
    Eaton, LM Ericsson Telephone and Hormel Foods all saw big moves Monday. We examine the news that created this high volume ...
  25. Telecom King In The Bargain Bin

    September 9, 2008
    It's hard to recall a time when Nokia's shares were so cheap. Investors could be duly rewarded as Nokia expands profitability ...
  26. New Bosses, Same Big Problems

    September 4, 2008
    If you think new management will turn things around anytime soon at struggling Alcatel-Lucent, think again.
  27. Go All In With Qualcomm's Chips

    September 2, 2008
    The party isn't over for QCOM shareholders, despite the already high p/e ratios and expectations.
  28. Euroland's Tech Wreck

    July 25, 2008
    Europeans need a break on rates before their love affair with "le mobile" can continue. That's bad news for Europe's top ...
  29. Nokia No Bargain

    April 18, 2008
    Solid Q1 numbers and a 14% lower share price aren't enough to warrant a dip into Nokia's gloomy world. Weak guidance has ...
  30. Look Who's Firing Now

    February 1, 2008
    The market largely ignored last week's rising unemployment stats, but it can't ignore the headlines. Corporate America is ...
  31. Motorola Walking The Razr's Edge

    September 19, 2007
    The Razr handset is getting old. The Krzr, Pebl and Slvr have failed to impress. Perhaps Motorola should add more vowels.
  32. Analogous To Success (MXIM, ADI, STM)

    July 25, 2007
    There are no mixed signals about the success of these three analog semiconductor companies.
  33. Alcatel-Lucent Starting To Implode? (ALU)

    March 27, 2007
    Alcatel-Lucent was to be the world's largest telecom equipment company. It should have been a big success, but integration ...
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