Monday, May 14, 2012

Can Jamba Hold Out Against the Big Two?

from www.msnbc.msn.com:

>>I think if Jamba can execute that strategy well, it should be headed for better things. The main challenge for the company will be to be establish itself as a well-recognized brand -- the way people know a Starbucks or a McDonald's. It won't be a simple job, but it is something Jamba will have to do to remain competitive.

Friday, May 11, 2012

Senseg E-Sense Haptic Technology Heading to Android not Apple iPad?

Ville Makinen, chief technology officer and founder of Senseg, said his company was currently working with Android device makers. However, he refused to name which company would first incorporate the technology or dismiss Apple as a potential customer.
"There are multiple Android devices. That's our current main platform," Makinen told IBTimes UK at an event held by Mobext and InMobi. "But I cannot comment on the actual brands that will bring it out to consumers first."

Wednesday, May 9, 2012

The future of touch – How haptic feedback could change mobile UX forever

from http://thenextweb.com:

>>Sheehan showed me a demo application on his Nexus S that allowed for in-app highlighting via haptics. For instance, if you have an email inbox that’s overloaded, a developer could tie in with the Immersion SDK to have an email app that produces a vibration when an important contact’s email scrolls past on your screen. The demo that I used had light vibration for the scrolling movement, but it ramped up in intensity as I got closer to the highlighted contact’s message.
It’s one of those ah-hah moments where things just made sense. Why weren’t we getting this sort of touch-intensive feedback already?
The next demo was of something that could easily be a Facebook photo gallery. While flipping through pictures, I would feel increasing levels of feedback based upon how many comments a picture had. No comments? No vibration. Numerous? A quick buzz told me that something was going on, and I should tap the picture to bring up the comments display.

Tuesday, May 8, 2012

Alog Implements New Platform From Juniper Networks to Support Exponential Network Growth

SAO PAULO, BRAZIL, May 08, 2012 (MARKETWIRE via COMTEX) -- To support its 40 percent year-over-year growth in its communication network, Brazilian-based Alog Data Centers today announced a $1.2 million USD implementation of Juniper Networks(R) MX routing platform with support from integrator Binario.
With data centers in Sao Paulo, Rio de Janeiro and Tambore, Alog is a provider of collocation services, managed hosting and highly complex cloud computing services. Alog has 1,300 customers and 3,600 square meters in their data center environment with more than 3,200 square meters of modular designs for collocation. The Alog Network gives customers a scalable, robust and stable environment to do business.
"This partnership came together to support the increasing demand from our customers in a way that extends our industry leading high quality services offering," said Raphael Bittencourt S. Costa, area manager of Network Engineering at Alog.
According to Bittencourt, of the multiple platforms and technologies tested, the Juniper Networks MX Series proved to be superior in terms of capacity, while the Junos(R) operating system showed the most stability. "With the new platform, today we can expand our processing capacity by 11 times from what it was," said Bittencourt.
"Binario's support of this project was crucial," Bittencourt continued. "The integrator provided all the testing at their facilities and was responsible for part of the capacity-building and training of our team." Among the benefits provided by the project are guarantee of increased network capacity without impacting the end user, stability of the whole environment, traffic safety data, and greater resilience.

Monday, May 7, 2012

So why should a relative newcomer like Jamba Juice be so celebrated and welcomed?

from www.mb.com.ph:

>>James White, Jamba Juice chairman, president and CEO, and Thibault de Chatellus, SVP-International, were here recently, and marveled at the reception their first stores at Bonifacio High Street in Taguig and at the Alabang Town Center were getting. “We love the Philippines as a market. It’s a great fit for the brand,” he shares, adding, “We couldn’t have asked for better partners; one of our best, globally.”

...

The response so far has been so encouraging to the group. They had invested “a lot” in training, bringing an initial seven people to the U.S. to train, just to deliver this experience. Now focusing more on expansion, the group aims to have six outlets operating, in more locations, making the “smile” more accessible, including the soon-to-open branch at the Mall of Asia, by the end of the year.

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 knagamine@idc.com. For more information about this tracker go to: http://www.idc.com/tracker/showproductinfo.jsp?prod_id=37Tags: 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;

Saturday, April 28, 2012

Stephens Upgrades Equinix to Overweight

from www.dailypolitical.com:

>>Equinix (NASDAQ: EQIX) was upgraded by Stephens from an “equal weight” rating to an “overweight” rating in a research note issued on Thursday.

Citigroup Boosts Equinix Earnings Estimates

from www.dailypolitical.com/:

>> Analysts at Citigroup (NYSE: C) increased their earnings per share (EPS) estimates on shares of Equinix (NASDAQ: EQIX) in a research report issued to clients and investors on Thursday. The firm currently has a “buy” rating and a $180.00 price target on the company’s shares.

Friday, April 27, 2012

Jim Cramer Vs. Data Center Sector: If You Can't Beat Them, Join Them

Read the whole article at Seeking Alpha: 

>>In the past few years, few people have been completely wrong on the data center sector like Jim Cramer. Back in October 2009, he covered Equinix (EQIX) in his "sell block" on CNBC, with several negative comments on the whole industry that can be resumed by the following highlights:
Get out of the data-center stocks.
I think the data center industry is in decline.
I see an industry that's about to be brought low by new technology, so I think you should sell, sell, sell.
(the video is still available at Data Center Knowledge, at this link)

Jefferies Raises Equinix's PT

from http://www.benzinga.com: 

>>In the report, Jefferies commented, "EQIX reported 1Q12 results that beat our/Street ests across the board. These results highlight why we like the stock from an execution perspective and its valuation relative to growth. Additionally, we continue to believe there is optionality on potential conversion to REIT structure. We expect Equinix to discuss the issue in greater detail at the June 20 Analyst Day. We reiterate our Buy rating and are raising target price to $175."

Estimate A Company’s CDS (Risk Indicator)

Read the whole instablog at Seeking Alpha: 

>>Ploutos recently published a very interesting article here at Seeking Alpha:

Credit Default Swap Spreads And S&P 500 Constituents
This article discusses an institutional topic, credit default swap spreads, in a way that hopefully connects with individual investors. Credit default swaps are insurance-like agreements where the seller of protection agrees to compensate the buyer of protection in the event of a default by the underlying company. In exchange, the seller of protection is paid quarterly premiums over the life of the contract. The standard contract is five years, and the spreads below will reference this tenor, but maturities are often quoted from 3 months to 10 years. The higher the premium paid, then the greater the likelihood of default by the underlying company as priced by an institutional marketplace.
The article goes on examining what CDS Spreads may mean for investors, why they are important while evaluating a business risk profile, and even why an increasing CDS Spread may be good news for shareholders, and bad news for bondholders, under special circumstances.
From Bloomberg, I can pull in credit default swap spreads on 288 of the 500 constituents.
Private investors, unfortunately, face a harder time when looking for CDS data.

Apple, Samsung: IHS, Strategy Analytics Can’t Agree Who’s No. 1

from http://blogs.barrons.com:

>>Strategy Analytics this morning reports that Samsung sold 44.5 million phones, putting it in the top spot ahead of Apple. IHS iSuppli, on the other hand, says they estimate Samsung sold only 32 million units. Hence, IHS put out its own press release saying Apple retained the smartphone crown.

Strategy Analytics announces:
Samsung shipped 44.5 million smartphones and overtook Appleto become the world’s number one smartphone vendor by volume.
IHS writes:
Samsung Electronics Co. Ltd. in the first quarter overtook Nokia Corp. to become the world’s largest cellphone brand for the first time. However, Samsung remained in second place in the smartphone segment of the cellphone market, behind Apple Inc.

Samsung Q1 2012 results

from the c.c.: 

>>YoY
· Smartphone growth to continue (over 30%↑YoY)



Jamba splits with Nestlé, targets consumer products

from http://nrn.com:

>>White said Jamba’s relationship with Nestlé has been “very strong and collaborative,”
But given the size of the giant global manufacturing brand, White said he was concerned that, “Jamba will not always be a top priority.”
The energy drink line has not been without challenges. Jamba first introduced the energy drinks in 2008 with Nestlé, but the beverages were pulled citing manufacturing problems. It took another two years to get the latest version to market.

Samsung overtakes Nokia as world's top handset vendor -Strategy Analytics

from Yahoo: 

>>Samsung sold 93.5 million handsets in the first quarter, taking 25.4 percent of the global mobile phone market, Strategy Analytics said.
Nokia sold 82.7 million phones and had 22.5 percent of the market, followed by Apple's 9.5 percent.

Thursday, April 26, 2012

Stifel Nicolaus raised its target on Equinix

from http://wallstcheatsheet.com:

>>Equinix, Inc. (NASDAQ:EQIX): Stifel Nicolaus raised its target on Equinix, as the firm thinks that the company reported strong Q1 results which indicate that its growth momentum is continuing. The firm reiterates a Buy rating on the stock.

Monday, April 23, 2012

Immersion Strengthens Its Position In Japanese Smartphone Market

Read the whole article at Seeking Alpha: 

>>Last week, Immersion (IMMR) announced the launch of the haptic-enabled DoCoMo Medias ES N-05D smartphone and DoCoMo Medias Tab N-06D tablet in the Japanese market. These devices are manufactured by NEC Casio Mobile and NEC, respectively.
NTT DoCoMo is Japan's premier provider of mobile services, with roughly 60 million customers in its domestic market alone. It is one of the world's largest mobile communications operators.
NEC and NEC Casio Mobile Communications were announced as new licensees during Immersion's latest conference call:
We are also excited to announce NEC as the latest OEM to join our expanding mobile customer base, with the introduction of its first devices leveraging TouchSense 3000.