Saturday, August 4, 2012

What RIM Must Do to Make BlackBerry 10 a Success


The newest Samsung devices can utilize the world leader in haptics technology known as Immersion. Around since 1993, it has Montreal and San Jose offices. Haptic technology allows for “feel” when you press a touchscreen. Samsung's latest models demoed haptic gaming at the latest Google I/O conference in California, making an experience similar to that of the PlayStation controller that vibrates while you play.
RIM must come up with something awesome on the gaming side to attract both developers and more youthful technology oriented consumers. Sony's newest product allowed for PS3 games to be played on the new VITA via a Wi-Fi connection, but was everything except a phone. Immersion has released a mobile SDK.

Friday, August 3, 2012

Trends and shipment forecast for 2H 2012 smartphone market


>>Global smartphone shipments will top 630 million units in 2012, representing on-year growth of 35%, which is more more moderate annual growth than seen in previous years. Smartphone shipments in 2010 and 2011 both enjoyed growth of more than 60%. Growth will decelerate in 2012 due to the high base, as well as a slowdown in consumer spending in Western Europe.
In the second half of the year, global smartphone shipments will reach 344 million units and quarterly shipments during 2012 will register sequential growth through the last quarter of the year. The shipment ratio for the first and second halves of 2012 is estimated at 4.5:5.5.
Quarterly shipments during 2012 will manage on-year growth through the last quarter of the year. But the growth will slow at a gradual pace and likely decelerate to 22% in the fourth quarter.

Immersion upgraded to Hold from Sell at Capstone


>>Capstone upgraded Immersion based on valuation.

Wednesday, August 1, 2012

Data Center Related Stocks Halftime Post-Earnings Performance: Solid Uptrend

Read the whole article at Seeking Alpha: 

>>Half of the stocks under our coverage in the data center related sector reported earnings last week, including the companies that are considered the bellwethers for the network-neutral, REIT and CDN sub-sectors, Equinix (EQIX), Digital Realty (DLR) and Akamai (AKAM), respectively.
Before reporting the highlights for each of them, here is a short summary of how all companies performed in term of Y/Y growth, and against analysts' expectations:

Tuesday, July 31, 2012

Equinix, le plus grand datacenter de France

from / 

>>Le plus grand datacenter de France entre en service, mercredi, à Pantin (93). Equinix, le leader mondial, a relié cette ferme informatique de 12 000 m2 à son centre de Saint-Denis. C’est le repaire des grands noms du web.

Cramer's Six Stocks in 60 Seconds: EQIX

from The Street:

>>He said that data center purveyor Equinix remains the best-performing cloud computing play despite Monday's analyst downgrade.

Monday, July 30, 2012

Equinix downgraded to Neutral from Buy at Citigroup

from Yahoo: 

>>Citigroup downgraded Equinix citing valuation and limited revenue growth upside relative to expectations. The firm raised its price target for shares to $200 from $180.