A U.S. federal court affirms a ruling against Qualcomm in its long-running battle with Broadcom over video technology patents, but voids a part of the lower-court decision that said Qualcomm could not enforce the patents. The ruling is slightly favorable to Qualcomm because of the part on enforceability, Charter Equity Research analyst Ed Snyder says. - WASHINGTON (Reuters) A U.S. federal court on...

The first blog that really made me sit up & take notice of how useful this whole blogging thing can be was James Enck's EuroTelcoBlog. At the time, he was doing equity research for Daiwa, covering European telecoms stocks, and writing pithy, controversial snippets that cut through a lot of the industry's B.S. Unfortunately, he had to drop writing it a year or so back when a new e...

If you thought paying $299 for a 16GB iPhone 3G in White was more than just pocket change, imagine how AT&T feels, paying $325 for every iPhone 3G. At least that's what Oppenheimer equity research analyst Yair Reiner has told clients. Keeping in mind that carriers generally pay a maximum of $200 per handset, Reiner

What's that you say? The next-generation iPhone is a-coming? According to a note from UBS global equity research analyst Nicolas Gaudois, Apple has tapped German chip-maker Infineon to outfit the guts of the next-gen 3G iPhone. The chipset, which includes a digital baseband controller, power management unit (PMU), and radio frequency (RF) module, will finally

With competition increasing and voice revenues declining, demand for broadband connections and the related network capacity needs will be the catalysts for telecommunications services and equipment revenue growth, according to a new report released by Standard and Poor's Equity Research.