Thursday, May 3, 2012

BlackBerry 10 OS: Milestone Or Delaying The Gravestone?

Read the whole article at Seeking Alpha:

>>This week Research In Motion's (RIMM) new CEO, Thorsten Heins, unveiled the BlackBerry 10 operating system during the company's World Conference in Orlando, Fla.
According to the video presentation released, the new BlackBerry, expected to be on sale later in the year, has a touch screen, prompting the obvious question: How will longtime BlackBerry fans react to the phone's lack of a more traditional physical keyboard?

Tuesday, May 1, 2012

Equinix to expand hubs for world’s bourses

from FT:

>>RTS-Micex, the Russian exchange, and the Johannesburg Stock Exchange have already announced plans to open a point of presence in Equinix’s Slough data centre near London. ASX, the Australian exchange, has a similar hub in Chicago to attract the city’s futures traders.
“Points of presence suggest a commoditisation in the market,” said Terry Keene, chief executive of iSys Integration Systems, a capital markets consultancy. “You’re at the classic buy-or-build dilemma.”

Worldwide Smartphone Market Continues to Soar, Carrying Samsung Into the Top Position in Total Mobile Phone and Smartphone Shipments, According to IDC

from IDC:

>>Samsung reclaimed the smartphone leadership position and established a new market record for the number of smartphones shipped in a single quarter. Propelling the company forward was continued expansion of its Galaxy portfolio in nearly all directions - new and old smartphones, product and market segmentation, and multiple price points, screen sizes, and processor speeds.

Chart: Top Five WW Smartphone Vendors, 1Q 2012, Five Quarter Market Share Changes (Units)Description: Source: IDC Worldwide Quarterly Mobile Phone Tracker, May 1, 2012Note: Vendor shipments are branded shipments and exclude OEM sales for all vendors.IDC's Worldwide Quarterly Mobile Phone Tracker provides smart phone and feature phone market data in 54 countries by vendor, device type, air interface, operating systems and platforms, and generation. Over 20 additional technical segmentations are provided. The data is provided four times a year and includes historical and forecast trend analysis. For more information, or to subscribe to the research, please contact Kathy Nagamine at 1-650-350-6423 or For more information about this tracker go to: IDC, Tracker, Mobile Phone, Mobile Phones, Mobile Phone Tracker, 1Q201 ...Author: IDCcharts powered by iCharts

Equinix Delivers Another Very Strong Quarter

Read the whole article at Seeking Alpha: 

>>Equinix (EQIX) reported Q1 2012 results last week on Wednesday, beating its own forecast, analysts' expectations and increasing 2012 guidance.
Here is a quick look at some of the quarter's highlights:
  • Q1 revenues were $452.2 million, a 5% increase Q/Q and a 25% increase over the same quarter last year;
  • Adjusted EBITDA was $215.2 million, an increase of 9% over the previous quarter and a 29% increase over the same quarter last year;