Archive for February 12th, 2007
GMP Update from 3GSM show
12 February 2007Here is GMP Securities’ note today from the 3GSM conference in Europe:
3GSM – Microsoft pulls ahead
One of the most interesting developments of the day was the evidence presented by Microsoft on its recent mobile efforts. Microsoft just completed an analyst briefing and reported that sales during calendar Q4 2006 was 3 mm units (consider that [...]
Waterloo Investing Trends 3
12 February 2007A student at the University of Waterloo added these insights to the Waterloo area investing trends discussion on his LunarLuau blog, and they should serve to raise concerns among every UW administration type whose job it is to foster the commercialization of intellectual property. Some of the more choice excerpts from his post:
During exams [...]
GMP Preview of 3GSM show
12 February 2007With four different portfolio interests in wireless, the upcoming 3GSM show is a big deal for us. Intrinsyc will be demo-ing the Soleus platform. Wmode announced a new deal this morning. And Bluestreak’s mobile TV offering will be a big part of Orange’s show no doubt.
Here is GMP Securities’ preview note for [...]
Too much credit where it’s not due?
12 February 2007Lots of discussion last week about HSBC’s disclosure that their US subprime mortgage operation is worse off than they thought. The stock is down, people are fired, usual stuff. It makes me start to wonder, though, is the credit cycle about to end in tears? Is there a potential contagion (love that word) that could [...]