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How the Death of Big Telecom Will Reignite the Tech Boom

Contrarian Profits (September 23rd, 2009) Writes:

Comcast (NASDAQ:CMCSA) and Verizon (NYSE:VZ) are dying a slow death…

Investors who realize this fact early could cash in on a brand new tech boom that could produce a new generation of high-tech millionaires not seen since the 1990s.

Comcast, Verizon and other government-protected duopolies won’t be around for your grandchildren to enjoy — at least not in their current forms. You see, companies like these are selling outdated services. And they’re more than reluctant to change their business models.

First, consider the home telephone. This beast is becoming scarcer by the day. In fact, mobile phone-only households are becoming the norm. Yet despite huge increases in wireless sales by traditional telecoms, it’s the wireline segment that keeps these blue chips in the black. More than half of Verizon and (NYSE:T) AT&T’s revenue comes directly from wireline sales.

For the old-school telecom giants, it’s all about infrastructure. They want to milk

...

Virgin Chooses Cisco – Analyst Blog

Zacks Market Commentaries (September 15th, 2009) Writes:
Virgin Media Inc (VMED) has decided to upgrade its IPTV distribution platform and legacy digital TV infrastructure using Cisco System Inc’s (CSCO) digital video head-end technology. Virgin is currently rolling-out a high-speed diversified video and TV content delivery network. Cisco will install a large array of its IP core and edge network products in all the regional and central head-end points of Virgin. The product array will include Cisco 7609 routers, 4948 10-Gigabits Ethernet switches, digital content manager, RF gateways, multicast manager, and ROSA control & monitoring system.  This upgraded system will support the entire 12.6 million customers of Virgin. The simplified infrastructure will help the company to reduce operating expenses, support the rollout of new conditional-access security services, and accelerate the introduction of new standard- and high-definition services. Virgin has decided to install Cisco’s next-generation platform of video content delivery to leverage its existing DOCSIS ...

Taking Advantage of the ‘New Media’ Boom

Contrarian Profits (August 17th, 2009) Writes:

Imagine waking up tomorrow morning with no access to the Internet. No e-mail. No news. No streaming video.

Even though the Internet as we know it is only a couple of decades old, this is still a difficult scenario to comprehend. Entire businesses - literally thousands upon thousands of jobs - exist because of the web.

Now we’re entering an age of Web convergence. Every single element of our old media - radio, television and print - is migrating to the Internet at breakneck speeds.

Within the next five years, the depth of offerings on the Internet and the global population connected to them will grow exponentially. In fact, the worldwide Internet economy is now growing at such a rate it will be next to impossible for content providers to keep up…

Bandwidth is being eaten up left and right by more data-intensive offerings, such as streaming video. Young people are also gobbling up

...

Zacks Bull and Bear of the Day Highlights: Smith Micro, Internap Network Services, AT&T Inc., Centennial Communications Corp. and Verizon – Press Releases

Zacks Market Commentaries (July 10th, 2009) Writes:
For Immediate Release

Chicago, IL – July 10, 2009 – Zacks Equity Research highlights Smith Micro (SMSI) as the Bull of the Day and Internap Network Services (INAP) the Bear of the Day. In addition, Zacks Equity Research provides analysis on AT&T Inc. (T), Centennial Communications Corp. (CYCL) and Verizon (VZ).

Full analysis of all these stocks is available at http://at.zacks.com/?id=2676.

Here is a synopsis of all five stocks:

Bull of the Day:

Smith Micro (SMSI) is a developer of wireless communications software and utility software for multiple OS platforms and phone manufacturers. Although the year 2009 is expected to remain challenging, SMSI will benefit from new PC OEM deal and new carrier wins besides increased adoption of 4G WiMAX connectivity management.

We expect the company to post good results in the second half of 2009 on

...

Myriad Genetics, Internap Network, Northrop Grumman, Textron and Ceradyne – Press Releases

Zacks Market Commentaries (April 13th, 2009) Writes:
For Immediate Release

Chicago, IL - April 13, 2009 - Zacks Equity Research highlights Myriad Genetics, Inc. (MYGN) as the Bull of the Day and Internap Network Services (INAP) the Bear of the Day. In addition, Zacks Equity Research provides analysis on Northrop Grumman (NOC), Textron (TXT) and Ceradyne (CRDN).

Full analysis of all these stocks is available at http://at.zacks.com/?id=2676.

Here is a synopsis of all five stocks:

Bull of the Day:

Myriad Genetics, Inc. (MYGN) is a biopharmaceutical company that focuses on the development of diagnostic and therapeutic products. The company employs a variety of proprietary proteomic technologies to identify genes, proteins and their pathways.

Research in these areas has helped the company develop diagnostic tests

...

Internap Network Srvcs (INAP) – Bear of the Day

Zacks Market Commentaries (April 13th, 2009) Writes:
Being a small player in a competitive industry, Internap (INAP) has a relatively low revenue growth rate, which fell to 8.5% in 2008 over 2007 versus a growth of 29.1% in 2007 over 2006.

Although the company has been gaining traction in its data colocation services, it is witnessing softness in its content delivery network (CDN) and Internet Protocol (IP) business. Much of this has been caused by the weakening economy, which resulted in higher churn rate, longer sales cycle and lower subscriber addition in Q408.

Though the company has been making important upgrades to its CDN product, there has been a lackluster performance in the segment for the last few quarters. INAP provided Q109 revenue and EBITDA guidance, which was in line with our previous estimates. Thus, we maintain our estimates for Q109. As such, we re-iterate our Sell rating. Zacks Investment Research

Internap: Small Fish, Tough Pond – Analyst Blog

Zacks Market Commentaries (March 16th, 2009) Writes:
Internap Network Services Corporation (INAP) offers a suite of network optimization solutions that allow companies to transfer business-critical applications to the Internet. It offers products and services that optimize Internet applications for e-commerce, customer relationship management (CRM), multimedia streaming, voice-over Internet-protocol (VoIP), virtual private networks (VPNs) and supply-chain management.Being a small player in a competitive industry, Internap has a relatively low revenue growth rate which fell to 8.5% in 2008 over 2007 versus a growth of 29.1% in 2007 over 2006. Although the company has been gaining traction in its data colocation services, it is witnessing softness in its content delivery network (CDN) and Internet Protocol (IP) business. Much of this has been caused by the weakening economy, which resulted in higher churn rate, longer sales cycle and lower subscriber addition in Q408.Though the company has been making important upgrades to its CDN product, ...

Onstream Media Corp. (ONSM) Announces Agreement with WorldVibe Entertainment

QualityStocks (August 22nd, 2008) Writes:

Onstream Media Corp., a company that provides both live and on-demand Internet video services, has announced the signing of an agreement with Es Mi Planeta (It’s My Planet), a wholly-owned subsidiary of The WorldVibe Entertainment Group.

Onstream will be facilitating the Internet broadcast of the group’s new reality show, Batalla de las Americas (Battle of the Americas), as well as providing on-demand and pay-per-view services. Online launch has been scheduled for the beginning of September. In addition to Internet broadcasting, Onstream will be hosting the event’s files, providing all necessary bandwidth for the entire length of the show.

Batalla de las Americas is scheduled for thirteen weeks, and will be broadcast on conventional television, as well as on the Internet. The show will appear in both the US, and Latin American countries.

Randy Selman, president and CEO of Onstream stated: “Our ability to help Es Mi Planeta make the online

...

Savvis Inc. (SVVS)’s $315 Million Global Data Center Expansion

QualityStocks (June 9th, 2008) Writes:

Flush with cash from the sale of two data facilities and its content delivery network assets, Savvis Inc. (SVVS) is on track to complete a $315 million data center expansion. Philip Koen, chief executive at Savvis, said the company plans to complete construction of a new data center in London and expand similar existing facilities it has in New Jersey and Singapore by the end of the year.

Koen, speaking at an investors conference organized by investment bank Lehman Bros., said the new data centers coming online later this year are part of the expansion program Savvis began last year in efforts to grow its business. The company, which is based in Town & Country, MO, provides information technology infrastructure services — including data storage, Internet hosting and network services — to a wide array of clients, including financial institutions.

The addition of data centers is part of a reorganization that

...

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