Telecom investors can breathe a sigh of relief following the release of Verizon Communications' solid third-quarter results.

By TheStreet Staff Oct 23, 2012 1:36PM
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An iPhone 5 on display at an Apple store in Toronto © Chris Young/The Canadian Press/AP PhotoBy Antoine Gara

 

Verizon Communications' (VZ) stronger than expected third-quarter earnings cast doubt on the assessment of skeptics warning that Apple's (AAPL) iPhone 5 will be a drag on telecom-sector profits. Undeterred, some skeptics are reaffirming their expectations that the smartphone is likely to cut into carriers' earnings by year's end.

 

In reacting to Verizon's third quarter -- which was bolstered by higher than expected wireless margins and subscriber additions -- analyst Shing Yin of Guggenheim Securities said AT&T (T) is likely to see an iPhone 5 earnings hit this quarter. The analyst suspects other carriers will face margin pressures heading into 2013 as the iPhone 5 goes global.

 

Facebook is no upgrade from Web 1.0. It is Web 1.0. It is time to value it as such.

By TheStreet Staff Oct 23, 2012 12:41PM

TheStreet LoGoFacebook log-in page © Chris Ratcliffe/Bloomberg via Getty ImagesBy  Jonathan Blum

 

If investors are getting that

déjà vu feeling from Web 2.0 giant Facebook (FB), it's because the second-generation Web is turning out to be just like the first. 

Glance at any computer, tablet or smartphone with an "email" icon on it, and you'll see a perfectly apt model for the past, present and future business potential of Facebook.

 

Think about it. Technically speaking, the technologies behind Facebook and email are about the same. Each is deployed in roughly the same way. Instead of the decades of slowly emerging Internet Web standards, sharing protocols and server technology that enabled Mark Zuckerberg to share faces and friends on Facebook, email started as a private, text-based communication tool like, say, FidoNet and CECNet, then evolved into modern, commercial email systems in the early 1990s.

 

The search giant says it acquired the cell phone maker for its patents. It's early yet, but so far the deal is serving as a significant drag on earnings.

By Minyanville.com Oct 20, 2012 7:43PM
The Motorola Razr HD Google Android operated smartphone © Spencer Platt/Getty ImagesBy Michael Comeau, Minyanville

Even the most ardent Google (GOOG) bull should be questioning the wisdom of the company's acquisition of Motorola Mobility.

The $64,000 question is this: Do Motorola's patents hold enough long-term strategic and financial value to make it worth the drag on growth?

Let's look at the numbers. 

Superior to other laptops and cheaper than the iPad, the device launched this week represents history in the making.

By TheStreet Staff Oct 20, 2012 3:28PM

thestreet.com LOGOLast year's model of the Chromebook laptop displayed in a London store in December © Chris Ratcliffe/Bloomberg via Getty ImagesBy Anton Wahlman

 

Just as Google (GOOG) was sending investors into paroxysms with the inadvertent release of its latest quarterly financial results on Oct. 18, the company was unveiling the latest Chromebook laptop computer, which will sell for $249.  The device represents a technology broadside against chief rivals Microsoft (MSFT) and Apple (AAPL) and the rest of the PC industry. (Microsoft owns and publishes MSN Money.)


This is a very significant threat to Microsoft and Apple and is unwelcome news for Intel (INTC) and Advanced Micro Devices (AMD), the leading suppliers of the microprocessors and chip sets that run most personal computers.

 

Fortinet and Check Point Software slide on disappointing results, but the sector is in the midst of a boom.

By TheStreet Staff Oct 18, 2012 1:52PM

TheStreet.com LoGoBusinessman working on computer © Janis Christie/Photographer's Choice RF/Getty ImagesBy James Rogers

 

It hasn't been the best week for the much-hyped security specialists  Fortinet (FTNT) and Check Point Software Technologies (CHKP).

 

Shares of the cybersecurity firms took a nosedive on Wednesday amid concerns about business spending. Investors, though, can now buy the shares more cheaply, given that the industry is in the midst of a growth phase, analysts say.

 

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