Showing posts with label Time Warner Cable. Show all posts
Showing posts with label Time Warner Cable. Show all posts

Thursday, January 5, 2012

Invesotpedia: Apple May Yet Be Unreasonably Cheap

Everybody knows the Apple (Nasdaq:AAPL) story. The iPhone is everywhere and Apple seems to be one of the only companies to make money in tablets, notebooks and consumer electronics retailing. With upwards of 50 sell-side analysts covering Apple and institutions holding 71% of the shares, and online financial commentators going to the Apple well time after time for click-throughs, it would seem startling if there was anything unexpected to the Apple story. Yet, despite all of this, Apple shares actually look undervalued on even rather conservative expectations.

Plenty of Growth Drivers  
Even with the iPhone already being the share leader in smartphones, Apple can reasonably expect even more growth here for many years. Smartphones are still not the dominant cell phone type in North America, let alone the rest of the world. While Samsung, Google (Nasdaq:GOOG) and a revived Nokia (NYSE:NOK) will try to chip away at Apple's business, underlying market growth should keep the phone business moving forward for many additional years.

Read more here:
http://stocks.investopedia.com/stock-analysis/2012/Apple-May-Yet-Be-Unreasonably-Cheap-AAPL-GOOG-NOK-DELL0105.aspx

Friday, October 14, 2011

Investopedia: Sprint Garrotes Clearwire

If there were anything approaching justice in the business world, Sprint (NYSE:S) and Clearwire (Nasdaq:CLWR) would be forced to stay joined at each other's hip, forever. If an investor wants to see two case studies in how companies can completely screw up a potentially lucrative wireless business, these are the companies to seek out. Now with both companies deep in a hole, Sprint has decided to bring out an ever bigger shovel, but this may ultimately be the shovel that buries Clearwire.

We'll Go Our Own Way  
Sprint and Clearwire have worked together for quite some time, with Clearwire basically serving as the 4G network for Sprint. Unfortunately, Clearwire has not done a great job with its rollout. Although the company is rolling in valuable spectrum and was an early-mover in 4G, dead spots in urban areas became an unacceptable problem, and Clearwire's geographic coverage expansion slowed to a crawl. What's more, Clearwire has bickered with its partners over rollout strategies along the way, including Sprint.

Read the full piece here:
http://stocks.investopedia.com/stock-analysis/2011/Sprint-Garrotes-Clearwire-S-CLWR-VZ-T-VOD-CMCSA-CHL-TWC1014.aspx

Tuesday, August 30, 2011

Investopedia: Industry At A Glance - Pay TV

On the surface it may not seem like there would be much growth left in the U.S. pay TV market. Penetration rates are already north of 90% and most Americans consider cable (or satellite) TV service to be just as much a necessity as electricity or gas. Moreover, with the decline of dial-up, pay TV carriers also provide the entryway to Internet access for most people in this country.

And yet, that doesn't mean that there isn't growth potential or vibrant competition. Satellite providers, cable TV providers and phone companies are stepping up their battle to offer more or less the same services to the same customer base. What's more, alternate online options are reducing some of the distribution power of this sector, while more and more distributors also see themselves as content providers. Oh, and there's this tech company called Apple (Nasdaq:AAPL) that may have some ideas of its own about how TV service should look in the future.


Read the full article by clicking below:
http://stocks.investopedia.com/stock-analysis/2011/Industry-At-A-Glance--Pay-TV-CMCSA-DTV-DISH-CVC-VMED-LNET-KNOL0830.aspx