rgruia

Location: Toronto
Website: http://gruia.blogware.com

Joined Sep 18, 2009

Bio: Principal Telecom Analyst at Frost & Sullivan covering topics such as: NGN transition, IMS, road to 4G/LTE, Telco 2.0, VoIP, messaging, social networking, etc.

rgruia
#Apple now has more cash than the U.S. Government... amazing! http://bit.ly/niobGG - $AAPL

Jul. 29 at 3:44 PM

from Twitter
rgruia
Microsoft signs off on the RTM version of #Mango and @engadget has a review http://engt.co/mJw73T - now is up to the handset makers $MSFT

Jul. 27 at 3:02 PM

from Twitter
rgruia
RootMetrics reports on wireless measurements taken in various US cities: http://bit.ly/qtYsiL - Verizon #LTE outperforms other networks -$VZ

Jul. 27 at 11:51 AM

from Twitter
rgruia
#Verizon 4G LTE gotchas - interesting observations on the greater power consumption of LTE devices & the $VZ #LTE map http://bit.ly/qeSbSZ

Jul. 27 at 11:34 AM

from Twitter
rgruia
@mnarayannyc Interesting point - D&A tax benefits will play a role & $T CAPEX will be slightly more skewed in 2H: 48-52% but usual's 44-56%

Jul. 27 at 12:44 AM

from Twitter
rgruia
RT @RogerWCheng InterDigital goes after Nokia, Huawei, and ZTE cnet.co/reACTa - flexing its muscles; $GOOG can really boost its IPR w/ $IDCC

Jul. 26 at 5:24 PM

from Twitter
rgruia
On the other hand, QFabric migration is happening even if at a reduced pace - $JNPR is hiring more SEs so this might indicate a stronger 2H

Jul. 26 at 4:48 PM

from Twitter
rgruia
Not surprised to see the $JNPR results - Enterprise & SP demand was lower than the co. expected & $T $VZ CAPEX soft 2H11 guide didn't help

Jul. 26 at 4:45 PM

from Twitter
rgruia
Wonder how that will play for vendors w/ exposure to $VZ & $T - like $ALU $CIEN $CSCO $JNPR - $VZ 2H CAPEX guided down 16% $T CAPEX down 14%

Jul. 26 at 3:50 PM

from Twitter
rgruia
$VZ and $T CAPEX this year looks a lot more front-end loaded than the traditional back-end loaded (as was the trend) 2H11 guide is soft...

Jul. 26 at 3:47 PM

from Twitter
rgruia
AT&T 2Q11 Early Read on Results - my analysis is here: http://bit.ly/pW3LHd - $T - $50 iPhone promo helped offset loss of iPhone exclusivity

Jul. 21 at 10:49 AM

from Twitter
rgruia
20 most expensive keyword categories in #Google #AdWords: http://tcrn.ch/q6iQ7b - via @TechCrunch - $GOOG

Jul. 20 at 5:12 PM

from Twitter
rgruia
21 Google+ circles you can actually use: http://bit.ly/oAGEr3 $GOOG #GooglePlus

Jul. 19 at 1:41 PM

from Twitter
rgruia
Global PC market grows in Q2; Lenovo wins globally, Apple in U.S. http://t.co/y90TzgR via @BGR - good news for $MSFT ahead of its Q results

Jul. 15 at 10:21 AM

from Twitter
rgruia
Jailbreak exposes iOS security flaws that can be used to hack iPhone, iPad, iPod Touch devices: http://reut.rs/r2GRio $AAPL

Jul. 7 at 10:00 AM

from Twitter
rgruia
Also chatted with Howard Solomon from @itworldca on the same Nortel patent topic http://bit.ly/igtwbb - $GOOG had the most to win & lose...

Jul. 4 at 5:51 PM

from Twitter

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rgruia

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