Conference Call Notes and Info about Broadwing - BWNG
Dr. David Huber is transitioning out as CEO and the hunt is on for a new Big Name Executive CEO to carry the "NEW" Broadwing (BW) to higher levels.
BW operates a one-of-a-kind all-optical network and is The Leading Optical Network with 1,630 employees. They have unparalled customer focus and speed. Their growth products are: data, IP, and broadband/media services. Demand for high bandwidth services are on the rise.
Key development: Hong Kong based Hutchison Global Communications has chosen to partner with BW due to their technologically advanced network and innovative services. Parent Company HTX Stock
After 9 consecutive quarters of growth in broadband and data services, the partnering with Hutchison Global Communications that is owned and operated by Hong Kong's richest family, Li Ka Shing, and with the ever increasing demand for data broadband services should prove to accelerate future earnings and market share. The BW/HGC joint establishment of a new inter-carrier international Ethernet network enables international customers to connect multipoint Ethernet services from locations served by HGC in Asia, its Asian partners and others, with multipoint circuits in the United States. Both BW and HSC have validated the high demand for this new Trans-Pacific Ethernet solution. Further, HGC owns the largest fibre-to-the building telecommunications network in Hong Kong.
Company achieved BE in EBITDA in the 4th Qtr.
There is no question that we see Broadwing - BWNG as a solid core holding. Those who are lucky enough to be in on the ground floor should benefit nicely as the word gets out about the growth of this company and their partnering deals. We feel that the institutions have been accumulating shares quietly over the past few months.
Friday, March 31, 2006
Thursday, March 30, 2006
More On Broadwing - BWNG
Broadwing has become more popular with investors lately due to an increased demand for "content" from enterprise customers. Their optical network helps deliver what their clients need and their is a strong demand for their products. The growth products for this company are; data, IP, and broadband media services. Their business is broken down as follows: 24% local long, 20% long distance, 20% data Internet, and 36% broadband. We expect their next earnings report between the last week of April through the first week of May.
Jamba Juice/SVI Merger - Proxy Filed Wednesday
Be cautious here as expressed a few days ago. The full details of the negotiations between Services Acquisition and Jamba Juice are layed out in a merger proxy statement that was filed Wednesday. It states that Jamba Juice has 532 stores in 26 states, and is a lot less profitable than many investors had hoped for.
For the year ended June 2005, Jamba Juice had operating earnings of $2.84 million, down from $5.18 million in the prior fiscal year. Also - The company's unaudited financial statements originally reported operating income of $8.39 million in 2004.
Expect a some selling as this news is digested and a base is formed over the next week.
For the year ended June 2005, Jamba Juice had operating earnings of $2.84 million, down from $5.18 million in the prior fiscal year. Also - The company's unaudited financial statements originally reported operating income of $8.39 million in 2004.
Expect a some selling as this news is digested and a base is formed over the next week.
VPRT AND BWNG Look Good At These Levels
VistaPrint, a favorite here has hopefully bottomed out at $29.00.
Wednesday, March 29, 2006
BWNG - Added To Our Short Squeeze Alert
With almost 6,900,000 shares short and the stock moving higher about every week since January, you can expect shorts to throw in the towel and run for cover as the stock passes the $15.00 - $17.00 mark soon.
Broadwing Short Squeeze Link
Broadwing Short Squeeze Link
PALM - Added To Our Short Squeeze Alert
With nearly 16,000,000 shares short we have added Palm to our short squeeze alert in the face of the Las Vegas 2006 conference next week. We believe that Palm will win over the crowd and investors would not want to be caught short. Also, research shows that Palm's new winning technology is taking away market share from its competitors. Short covering will take almost 4 days to cover, so a short term price target of $25 is not unreasonable.
PALM Short Squeeze Link
PALM Short Squeeze Link
Tuesday, March 28, 2006
PALM To Present At The CTIA Wireless 2006 Conference In Las Vegas
CTIA is the voice of the wireless industry and the CTIA conference is the most important technology event of the year.
If we had to speculate, our belief would be that Palm will be one of the top companies to steal the show by introducing their next generation of Palm products to the public in Las Vegas next week.
CTIA Wireless 2006 Link
Smartphone Conference Link
Palm, Inc. Is Exhibitor #1500
If we had to speculate, our belief would be that Palm will be one of the top companies to steal the show by introducing their next generation of Palm products to the public in Las Vegas next week.
CTIA Wireless 2006 Link
Smartphone Conference Link
Palm, Inc. Is Exhibitor #1500
Here Is The First Of A Series Of Expected Upgrades on PALM
The analysts have been so wrong on valuing PALM. Here is the link of a recent upgrade. We anticipante several other analysts to admit that their valuations have been wrong or too low, and will eventually have to step up to upgrading their Buy rating on PALM soon.
Palm Ratings Change Link
Palm Ratings Change Link
PALM Celebrates 10 Successful Years
There is no question that Palm products have been a runaway success over the last 10 years. The Pilot and its many Palm products have provided customer valued services with ease to millions of users by keeping their mobile customers from all industry groups connected to their work, home, letting them do email and browse the web on the go, allowing them to keep all their favorite files, music, photos and videos as well. Also, they also continue to take away market share from Blackberry.
Palm president and CEO, Ed Colligan is quoted as saying that he is "enormously proud of what we've accomplished, and I'm even more excited about what's yet to come."
Palm president and CEO, Ed Colligan is quoted as saying that he is "enormously proud of what we've accomplished, and I'm even more excited about what's yet to come."
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