Acme Packet

  • Should You Avoid Oracle?

    By Shas Dey - March 27, 2013 | Tickers: APKT, IBM, ORCL, SAP

    Oracle (NASDAQ:ORCL) is the world’s largest enterprise software company. The company is fundamentally stable and is a dominant player in the database applications space. The world’s No. 3 software maker develops, distributes and services middleware and application software that helps organizations grow their businesses. However, the recent quarterly results suggest a gloomy picture for the company, and it seems to me investors should avoid this company for more »

  • Don't Miss These Disruptive Technology Stocks

    By Madhukar Dubey - February 27, 2013 | Tickers: APKT, IBM, ORCL, SAP

    The IT infrastructure industry is not only mature but also highly competitive. The development of various online services, social networks, and the abundant availability of digital media are presenting new demands on the database infrastructure rapidly. This is increasing the scope for a new approach towards warehousing this information. The three leaders of the database market, SAP AG (NYSE: SAP)International Business Machines (NYSE: IBM), and Oracle (NYSE: ORCL) are more »

  • Two of Lou Simpson's Profitable and Growing Stocks

    By Anh HOANG - February 25, 2013 | Tickers: APKT, SCHW, ORCL

    Lou Simpson had a quite successful investing career with GEICO Insurance, where he managed to deliver a 20% annual return for around 30 years. In the fourth quarter of 2012, his fund, SQ Advisor, has increased its positions in Oracle (NYSE: ORCL) and Charles Schwab (NYSE: SCHW). With those purchases, both Oracle and Charles Schwab have become two of Lou Simpson’s top five holdings.

    A Profitable Technology Giant
    Simpson more »

  • The Key Earnings For The Week (Feb. 4)

    By Lee Samaha - February 5, 2013 | Tickers: APKT, AGN, BECN, SNY, S

    Another big week for earnings and I will try and highlight some on the more interesting results to look at. These articles are quite popular so please let me know if there are any particular companies readers want covered with write ups in the week and I’ll try and get them done. There is no fixed theme or sector prevalent in this week’s earnings however I note there more »

  • The Hottest Stocks in Telco

    By Lee Samaha - January 28, 2013 | Tickers: APKT, ARUN, T, FFIV, VZ

    With AT&T (NYSE: T) and Verizon (NYSE: VZ) having reported results it’s time to take a look at what they said about spending and the trends within their businesses. Tier 1 carriers make up the bulk of telco spending, and investors can garner a lot of insight from what they say. In summary I would argue that there has been an acceleration of the trend towards smartphones and more »

  • This Stock Is No Longer Dead, It Might Even Double

    By Richard Saintvilus - January 7, 2013 | Tickers: APKT, ALU, CIEN, CSCO

    Recoveries are never easy in the stock market. But Alcatel-Lucent has just been given an extra life. Where it goes from here – depends on its level of execution.  The good news though, is that the expected recovery in communications spending will parallel its cash infusion. Also, things can’t possibly get any worse. 

  • Placing My Bets on These 3 Telecom Stocks In 2013

    By Richard Saintvilus - January 2, 2013 | Tickers: APKT, ADTN, CIEN

    In 2012, the amount of capital spent among prominent carriers such as AT&T and Verizon have been abysmal. As a consequence, telecom equipment companies were not able to produce the level of growth that industry experts had anticipated due to their revenue dependency on carriers.

    However, a rebound is 2013 is expected - to what extent remains to be seen. Still, even only a modest recovery can yield meaningful gains. For patient investors who are not adverse to risk, here are a few beaten down telecom stocks to consider with the potential for market beating performances in the New Year.

  • The Pick of the Telco Sector?

    By Lee Samaha - December 17, 2012 | Tickers: APKT, T, CIEN, CSCO, INFN

    I often think that Wittgenstein was wasted as a philosopher. Of course he was born of a very wealthy family so he didn’t need to bother learning how to invest but, if he had, he would have loved the kind of philosophical puzzles that investors are faced with on a daily basis. These obscure thoughts came to my mind in considering the latest set of results from Ciena (NASDAQ: CIENmore »)

  • For Your Eyes Only..

    By Cecil Sales - December 11, 2012 | Tickers: APKT, DLB

    If you love sound fundamentals, that is. Here is a list of companies whose quick ratio and price to earnings ratio is greater than 5. Most of these companies have little or no debt which is a very alluring factor in case of an adverse environment.

    Dolby

    Dolby Laboratories (NYSE: DLB) is in the Technology - Diversified Electronics sub-industry with a $3.47B market cap and a quick ratio of 6 more »

  • What Are the Telcos Saying About the Spending Outlook?

    By Lee Samaha - November 26, 2012 | Tickers: APKT, T, CSCO, S, VZ

    If any telecom investor wants a good clue as to how his company’s top line numbers will develop, he would be best advised to look at the capital spending plans of the leading carriers. In the case of North America, the bulk of spending is done by the top tier carriers like AT&T (NYSE: T), Verizon (NYSE: VZ) and Sprint Nextel (NYSE: S). I decided to do a more »

  • Previewing Cisco's Earnings

    By Lee Samaha - November 7, 2012 | Tickers: APKT, CSCO, EQIX, FFIV, IBM

    Cisco (NASDAQ: CSCO) gives results next week and they always tend to move the markets.  It is such a wide ranging company that many conclusions and pointers can be garnered from looking at the numbers from its component parts.  If you are holding one of these companies or, even Cisco itself, it is useful to prepare for the results. I thought I would give investors a ‘heads up’ on what more »

  • Why This Tech Stock is Starting to Look Attractive

    By Lee Samaha - October 30, 2012 | Tickers: APKT, T, CSCO, SONS, VZ

    Acme Packet (NASDAQ: APKT) is one of those stocks that would test the patience of the most experienced investor. On the one hand, the world and his wife know that ISPs and carriers will one day ramp up spending on voice over LTE (VoLTE). On the other hand, everybody knows that telco spending has slowed this year, and the exact form of Volte spending (who will benefit and by how more »

  • Adtran: Little Expected, Little Delivered

    By Richard Saintvilus - October 12, 2012 | Tickers: APKT, ADTN, CIEN

    Adran is a good company with a sound management team. To be fair, it seems they are weathering this storm as best as can be expected. Investors have to be realistic about its growth prospects. It’s not going to come in the quantities that the street expects.

  • Is Acme Packet the Next Riverbed Technology?

    By Lee Samaha - August 13, 2012 | Tickers: APKT, T, RVBD, SONS, VZ

    So why would Acme Packet (NASDAQ: APKT) be the next Riverbed Technology (NASDAQ: RVBD) and what exactly does that mean anyway?  Well, what I am referring to is the fact that Acme is faced with the same sort of investment quandary that Riverbed was faced with recently but for different reasons.

    Both companies are seeing a weaker operating environment and both stocks had reported weak results. In both cases, some more »

  • What the Telcos are Saying About Spending

    By Lee Samaha - July 30, 2012 | Tickers: APKT, T, CSCO, FNSR, VZ

    We are in the full flow of earnings season, and one sector that has been particularly interesting is telecoms. A slew of equipment manufacturers have warned that telco spending was not currently as strong as they had hoped it would be, even though analysts had rosy forecasts. This is creating a somewhat confusing picture. I decided it would be interesting to look at what the North American telecom carriers and more »

  • Where Next for this Networking Play?

    By Lee Samaha - July 23, 2012 | Tickers: APKT, CHKP, FFIV, GOOG

     

    In a final proof that investors really are not willing to hold a stock for more than five minutes these days, F5 Networks (NASDAQ: FFIV) was sent sharply higher even though it warned of a cautious spending environment and gave guidance below analyst estimates. The market was probably anticipating a whole lot worse and no one seems to have any patience with holding stocks if there is any kind of more »

  • Why Many Companies are Reporting Weak Numbers

    By Lee Samaha - July 16, 2012 | Tickers: APKT, ADTN, AMD, AA, NKE

    To: Alexis Tsipras and Antonis Samaras

    Re:  Attempts to de-rail the global economy and humiliate your great nation en route to winning a few miserable votes

     

    Dear Sirs,

    Thank you for your concerted efforts at ruining the global economy in order to try and game Northern European taxpayers into bailing out your insolvent country and ultimately shuffling the risk for your profligately accumulated debt onto their taxpayers.

    Your plan appears more »

  • Another Tech Company Crashes

    By Lee Samaha - July 7, 2012 | Tickers: APKT, T, CSCO, SONS, VZ

    Acme Packet (NASDAQ: APKT) delivered the kind of warning that many tech investors are worried about in the forthcoming earnings season. Make no mistake, this was a significant reduction in guidance and it sent the rest of the sector scrambling to sell stock in sympathy. As ever, investors need to ask themselves whether this is a clear sign of a rapidly deteriorating environment or a company-specific issue?  In summary, I more »

  • Stock Upgrades And Downgrades From 2011/12/14

    By DividendYields - December 13, 2011 | Tickers: APKT, MO, AMWD, AVP, DHI, DMAN, SI, TOL, VLTR

    Upgrades and downgrades are positive (negative) changes in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. Downgrade ratings are vice versa. Changes in the analyst rating could hit the company’s stock price significantly. Watch out the current rating decisions. Here is a current list of recent company upgrades and downgrades more »