Saturday, August 4, 2012

What RIM Must Do to Make BlackBerry 10 a Success

from www.techvibes.com:

>>A MOBILE GAMER'S DREAM
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

from DIGITIMES: 

>>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

from www.theflyonthewall.com:

>>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 /www.entreprises.ouest-france.fr: 

>>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.

Friday, July 27, 2012

Strong Demand for Smartphones in Second Quarter Continues to Drive the Worldwide Mobile Phone Market, According to IDC

The worldwide mobile phone market grew 1% year over year in the second quarter of 2012 (2Q12), as Samsung and Apple shipped almost half of the world's smartphones. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped 406.0 million units in 2Q12 compared to 401.8 million units in the second quarter of 2011.

http://www.idc.com/getdoc.jsp?containerId=prUS23624612

Equinix's Journey To $3 Billion Sounds Achievable

Read the whole article at Seeking Alpha:

>>During its recent analyst day in New York, Equinix's (EQIX) management sounded quite upbeat on the company's long term growth prospects. After a four-fold rise in revenues since 2007, the company is now guiding to reach $3 billion in sales in 2015, almost a double compared to 2011 revenues.
After a quick look at Equinix's past performances, we'll try to break down a few reasons why we believe the company is well positioned to reach this ambitious target.

Thursday, July 26, 2012

Equinix Delivers Another Solid Quarter, Expands In Brazil

Read the whole article at Seeking Alpha: 

>>Equinix (EQIX) delivered another solid quarter last Wednesday night, and guided above consensus for Q3 and full year 2012.
Let's have a quick look at some of the highlights of the quarter:
  • Revenues of $466.3M (+18.1% Y/Y, +3% Q/Q) slightly missed consensus of $ $467.1 million. On an FX-neutral basis, Q2 revenues increased 4% Q/Q and were up 22% over the same quarter of last year. Negative currency trends impacted the quarter for about $3 million, compared to FX guidance rates;
  • Q2 EPS of $0.76 beat consensus by $ 0.15 per share;
  • The company guided for revenues of $492 million to $498 million in Q3, above consensus of $485.2 million (including $13 million to $15 million of revenue attributed to the Asia Tone and ancotel acquisitions), and increased 2012 guidance to greater than $1,920.0 million;

Wednesday, July 25, 2012

Nokia's Better-Than-Expected Cash Performance A Trap For Investors?

Read the whole article at Seeking Alpha: 

>>Nokia (NOK) recently delivered mixed earnings, which surprised investors, on the positive side, thanks to the company's strong net cash balance of €4.2B ($ 5B) at quarter's end, marginally down from €4.9B ($5.9B) in Q1 2012, in spite of a net loss of €1.41B ($ 1.7B) in the quarter.
The stock bounced on the news, to give back most of its gains the following day.

Tuesday, July 24, 2012

Equinix Change to REIT Seen Saving $312 Million in Taxes

from Bloomberg: 

>>“Tax efficiency is the most important attribute of being a REIT, so that’s certainly a positive,” said Clayton Moran, an analyst at Delray Beach, Florida-based Benchmark Co., who recommends buying the shares. “REITs are valued at a premium given that they’re highly recurring dividend plays.”

Toshiba REGZA T-02D smartphone launches in Japan

from Engadget: 

>>Confusingly announced by Fujitsu, the Toshiba Regza T-02D will settle into a wall of similarly bright-colored, good-looking smartphones in NTT DoCoMo stores starting this week.

Friday, July 20, 2012

Nomura Securities Starts Equinix (EQIX) at Buy; Strongly Positioned Vs Peers

from www.streetinsider.com

>> PT $210.00.

Analyst, Mike McCormack, said, "Equinix is strongly positioned among peers with what we believe are the most attractive carrier-neutral data center assets. Through acquisitions and organic growth, we believe the company has built the scale and depth to continue taking share in the carrier-neutral data center market. Equinix has some of the world’s largest enterprises, carriers and content providers as customers, thus enabling the company to provide connectivity that we believe is unmatched in the industry. Although not fully insulated from broader macro weakness, the defensive nature of the company’s revenue model should provide investors an added level of comfort."

Nomura Analysts Begin Coverage on Equinix (EQIX)

from www.dailypolitical.com

>> Equities research analysts at Nomura initiated coverage on shares of Equinix (NASDAQ: EQIX) in a research note issued to investors on Thursday. The firm set a “buy” rating on the stock.

Tuesday, July 17, 2012

Goldman Sachs Reiterates Neutral on Equinix (EQIX)

from www.dailypolitical.com: 

>>Equinix (NASDAQ: EQIX)‘s stock had its “neutral” rating reaffirmed by Goldman Sachs in a research note issued on Tuesday.

Wednesday, July 11, 2012

HiWave’s haptic touch panels deliver tactile feedback for improved user interaction with aerospace electronic systems

Complete hardware and software platform enhances safety, reduces cost, and increases robustness in cockpit and passenger entertainment systems
Cambridge, UK, July 9, 2012: HiWave Technologies (LSE:HIW), the provider of electronic devices that deliver innovative sound and touch technologies to user interfaces on electronic display systems, announces the launch of a haptics (touch feedback) platform for control panels and touch displays in aerospace applications. The integrated hardware/software platform enables systems designers to replace conventional mechanical buttons with touch switches and brings haptic feedback to panels and displays so that users perceive the positive experience of mechanical movement, even though none is present.
For cockpit electronic systems, HiWave’s Bending Wave touch/haptics provide greatly improved user feedback and safety than existing touch controls. The company’s force-related haptics enable touch detection and tactile sensation from non-moving touch switch arrays, even with gloved hands. As no mechanical movement is present there is no physical wear, reducing maintenance costs. HOTAS (Hands On Stick And Throttle) functions can be contextually mapped onto sensor arrays, and MHDDs (Multi Function Head Down Displays) can have full multi-level touch and gesture recognition with 3D haptic response. Passenger aircraft in-flight entertainment systems benefit similarly from this patented haptic technology.
The evaluation platform incorporates HiWave’s HIHXC14C02-8 or HIHXC09C005-8 haptic actuators, which attach to the touch interface panel or switch array, and a HiWave haptic controller integrated circuit which resolves touch input and delivers the haptic signals to the actuators.
HiWave’s Bending Wave actuators create waveforms across the touch panel or switch to create any of a range of switch sensations such as the feel of a mechanical switch or button. Additionally, if desired, audio cues can be simultaneously overlaid. A significant benefit of HiWave’s combined touch and Bending Wave Haptics is that the panel can be robustly constructed with no moving or separate parts that would be the case with traditional buttons and switches. No physical movement is necessary as bending waves create the tactile sensation locally in the touch panel. This reduces cost, increases ruggedness and product lifetime. As with HiWave’s other haptic platforms, this is achieved with a high level of mechanical efficiency by HiWave’s patented inertial exciters, resulting in crisp tactile sensation with low power consumption.
HiWave’s algorithms processed in its haptic control chip enable feedback responses to be defined by the designer and implemented by HiWave to replicate a wide range of button or key-press press sensations, or textures to convey information to the user. HiWave’s bending wave technology is the only solution that delivers true wideband haptics for the richest tactile sensation, as well up to 15kHz for audio playback. A range of audio feedbacks – from simple pings and clicks to mp3 files containing spoken instructions and music - can also be delivered without additional speakers by using the touch panel as the sound emitter.
James Lewis, CEO of HiWave said:
“Aerospace and defence is an important market, recognising and adopting the very best solutions for user interface to enhance operational effectiveness and flight safety. But the in-flight entertainment systems in passenger jets also need easy to use robust touch and haptic user interface to give passengers the easiest access to information and entertainment, and save cost caused by system failures. Our haptics and touch solutions bring clear advantages in this environment.”
HiWave continues to patent its haptics and touch technology breakthroughs, and will demonstrate its solutions to major aerospace and defence companies at the Farnborough International Airshow, 9-15 July.

 http://www.hi-wave.com/news/tactile_feedback_for_aerospace_electronic_systems.php

Asia Equinix's Highest Growth Market, CEO Says

From Bloomberg:

>>July 10 (Bloomberg) -- Stephen Smith, chief executive officer of Equinix Inc., talks about the demand for services in Asia and the company's growth strategy. He speaks with Susan Li on Bloomberg Television's "Asia Edge."

Major Outage for Salesforce.com

from DCK:

>>Salesforce.com is experiencing a significant outage today, leaving many customers unable to access the company’s services. The downtime was triggered by a power outage at an Equinix data center in Silicon Valley.
..

Equinix, which hosts most of Salesforce.com’s infrastructure,  acknowledged that it had a brief power failure.
“This morning Equinix experienced a power issue that lasted about one minute and affected approximately one quarter of one Silicon Valley data center,” the company said in a statement. “Although our recovery was swift, recovery time for individual customers in our data centers varies considerably, depending upon their specific deployment configurations. We deeply regret the impact and inconvenience this incident caused our customers.”

Tuesday, July 10, 2012

Equinix Eyes More Acquisitions in India, Korea, Middle East

from WSJ India

>>Chief Executive Steve Smith said in an interview Tuesday the Redwood City, Calif.-based company expects to acquire or open data centers in markets such as India, Korea, Russia and the Middle East once it completes its business development reviews in these markets.