Cypress CEO El-Khoury and the Amazon Show

Hassane El-Khoury, chief executive of Cypress Semiconductor, is a big fan of Amazon's "Echo Show," the speech-driven appliance for video conferencing and such. Not least because his company's shipping Bluetooth and Wifi into the product, part of an expanding world of connected devices from which Cypress can benefit.

NetGear, Ubiquiti Lead ‘Mesh’ Charge, Says Raymond James

Raymond James analyst Tavis McCourt today returns to the topic of “mesh” networks, in this case, more-powerful home WiFi routers, a theme he’d explored two weeks ago, with more good news for NetGear (NTGR) and for Ubiquiti Networks (UBNT). McCourt looked at customer reviews on Amazon’s (AMZN) site, and on Best Buy’s (BBY) e-commerce site, and found generally […]

Comcast et al. Will Have to Buy Mobile Operators to Survive, Says BTIG

Comcast (CMCSA) and the rest of the cable network crowd had better wake up to the threat of wireless, writes BTIG’s Walter Piecyk today, warning that faster and faster cellular network connections will allow the mobile operators to eat into cable’s franchise. Investors and cable execs, writes Piecyk, have “laughed off” the challenge of wireless, because cellular connections are much, much slower than cable, and because heavy data usage is cost-prohibitve. But that is going to change, he writes:

LTE has been a game changer for the wireless industry by delivering the wireless data speeds that enable video, but speeds are getting even faster opening up even broader service opportunities. Aggregation of larger spectrum blocks will increase LTE speeds and densification of the cell sites will help to improve coverage and capacity. We believe these changes position wireless operators to target a material portion of the broadband Continue reading "Comcast et al. Will Have to Buy Mobile Operators to Survive, Says BTIG"

Swedish WiFi startup Instabridge takes in $3 mln

Swedish WiFi sharing community Instabridge has secured $3 million in Series A funding. MOOR and Balderton Capital led the round with participation from Creandum and Swisscom Ventures. PRESS RELEASE Stockholm, Sweden – 2 September 2015 – WiFi sharing community Instabridge today announced it has raised $3m in a Series A funding round, led by Stockholm based MOOR and London based Balderton Capital, Europe’s leading VC investor in tech start-ups. The round also included Creandum and Swisscom Ventures, the venture arm of mobile operator Swisscom. The Instabridge app acts as a “SIM-card for WiFi”, allowing users to seamlessly connect to WiFi spots that have been shared by other members of the Instabridge community, both individuals and businesses. Any user that has downloaded the Instabridge app can connect to a range of WiFi spots, therefore satisfying their need for free mobile-data while keeping their data costs low. The funds are being used
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Ruckus Jumps 7%: Q2 Rev Beats, Q3 View Higher

Shares of wireles networking equipment vendor Ruckus Wireless (RKUS), which sells to the world’s telecom operators, are up 68 cents, or almost 7%, at $11, in late trading, after the company this afternoon reported Q2 revenue that topped analysts’ expecations and earnings per share that were in line with consensus, and projected revenue this quarter above consensus. [...]

Kleinrock, a Father of the Internet, Ponders If It Will Balkanize

UCLA Professor Leonard Kleinrock in front of an Interface Message Processor, or “IMP,” the first computers to send data over the Internet. Before Google (GOOGL), before Facebook (FB) or Twitter (TWTR) — before a lot of things — there was an idea for the Internet. Professor Leonard Kleinrock of UCLA is the godfather of the Internet. I [...]

Comcast Rising: Where Does the Giant Go Post TWC?

Shares of Comcast (CMCSA) are up 44 cents, or 0.8%, at $58.85, after the company this morning comfortably beat Q1 expectations, and hiked its share buyback plan 60%. Revenue in the three months ended in March rose 2.6%, year over year, to $17.85 billion, yielding EPS of 79 cents, excluding some charges. Analysts had been [...]

Comcast et al.: Could Be Profitable Wireless MVNOs, Says Nomura

Can the cable industry have a wireless offering? That’s the question pondered this morning by Nomura Equity Research’s Adam Ilkowitz, who writes that a wireless offering has been part of the “quest” by Comcast (CMCSA), Charter Communications (CHTR), Time Warner Cable (TWC), and Cablevision (CVC), since the very beginning of their industry. Although WiFi networks and so-called [...]

Aruba Soars 21% on Rumored HP Bid to Create Cisco Rival

The Street today has been pondering what to make of a report today by Bloomberg‘s Alex Sherman and Ed Hammond suggesting Hewlett-Packard (HPQ) is talking with $2.5 billion (market cap) wireless networking equipment vendor Aruba Networks (ARUN) about acquiring the firm, citing multiple unnamed sources. The logic of the deal would be as a challenge to Cisco Systems‘s [...]

Verizon Has Other Options Besides Dish’s Spectrum, Say Bulls

The Street has been pondering a conference call yesterday morning held by Verizon Communications (VZ) during which it discussed its spectrum wins in the recent FCC “Auction 97” that concluded in late January. One of the themes to come out of the call is that Verizon doesn’t necessarily need to acquire more spectrum. Instead, analysts pointed [...]