4 Reasons to Brace for a Turbulent Earnings Season

Stock markets around the world are tumbling, with the Dow staying firmly in negative territory even in the face of an emergency interest-rate cut. And ready or not, the parade of technology earnings is on its way as well.
A handful of tech bellwethers have already delivered their results for the latest quarter, and if last week was any indication of what’s to come, trading in tech stocks will be volatile. IBM kicked off the season on a happy note; its shares posted their biggest one-day gain in five years after Big Blue pre-announced surprisingly strong numbers. Intel, in contrast, failed to meet already diminished expectations, and saw its stock sink 17 percent last week alone. Intel has lost more than $50 billion in market value in six weeks, or nearly a third of its market cap.
Next up: Apple and Texas Instruments on Tuesday; eBay, Motorola and Netflix on Wednesday; and AT&T, Microsoft and Nokia on Thursday. The questions now is will they produce more IBM-like heroes or Intel-like goats?
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Drive-By WiMAX at CES

After talking earlier this week about the speed bumps that U.S. WiMAX deployment faces, it only seemed proper to take a ride in the WiMAX-equipped vehicles that Motorola and Intel revved up at CES.
I will geek out a bit after the jump, but the bottom line is that Wednesday’s brief broadband cruise provided public proof that mobile WiMAX works pretty much just like extended-range Wi-Fi, or maybe more like a cellular 3G network, does. But there are still too many loose ends — including incomplete equipment rollouts at the chip and device level, and uncertain provider plans — to guarantee widespread WiMAX availability in this country anytime soon.
On the optimist side, it is always fun to find new technologies that let you make Skype calls from a car while watching “Hillary crying” videos on YouTube. Sometimes broadband reporting is fun. Read More about Drive-By WiMAX at CES

Intel: WiMAX PC Card by June

Intel Executive VP Sean Maloney, at CES here in Las Vegas, said the company will have a “middle-of-[this]-year-release” for its WiMAX PC Card, a device that could help accelerate end users’ embrace of the nascent wireless technology.
Despite some recent bumps in the road for WiMAX, top executives from major WiMAX backers Intel, Sprint Nextel and Cisco all said at CES this week that they are bullish on the wireless technology’s future, albeit more so in countries other than the U.S. Intel CEO Paul Otellini said in his Monday afternoon keynote here that “for the next five to 10 years, WiMAX will have a significant advantage” as a platform for wireless broadband, and Cisco CEO John Chambers said Monday night that the networking giant “remains bullish” on WiMAX, especially in developing-country deployments.
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More Speed Bumps Ahead for WiMAX

One of the promotional gimmicks planned for next week’s CES show are rides around Vegas in a car with mobile WiMAX Internet access, courtesy of WiMAX backers Intel, Clearwire and Motorola. While the demonstration of real mobile WiMAX is a big step forward for the nascent wireless technology, you have to wonder if the market- and technology-based speed bumps in WiMAX’s way will keep it from reaching highway velocity anytime soon.
Two of the biggest recent setbacks for WiMAX include the unraveling of the planned partnership between Sprint and Clearwire, and AT&T’s apparent dumping of WiMAX as a strategic “4G” technology in favor of LTE. Though Moto continues to churn out newer, better and cheaper WiMAX gear (like the single-user CPE they will be showing at CES), Clearwire’s struggle to find profitable traction and Sprint’s now-cloudy devotion to WiMAX raise the question if there will even be carriers interested in Moto’s gear, no matter the price.
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Updated: Ex-Moto CTO, Now CTO of Cisco Systems. Short Interview

Motorola Chief Technology Officer Padmasree Warrior traded Chicago for the San Francisco Bay Area. She has joined Cisco Systems (CSCO) as chief technology officer, San Jose based company announced today. She didn’t waste much time and has started blogging on her new Cisco blog.

Okay it is full of PR sanitized corporate speak, but having read her writings in the past I think this should be a good one to watch. I think the world of her abilities and Cisco picked up a great executive to add to their team. This move also explains why Motorola took down her blog. I am going to chat with her later today and update the post.

“For next few weeks I want to listen to what everyone at Cisco has to tell me and learn,” said Padmasree Warrior, just an hour after it was announced that she was joining Cisco Systems as the Chief Technology Officer. I got a chance to speak with her as she rushed between meetings. She declined to comment on the specifics of her switch from Motorola to Cisco.

“I have admired Cisco because of their technology leadership and their business model innovations and innovations from a larger perspective,” she said. In her mind Cisco’s apporach to global opportunities along with macro-shifts in the over communications and computing industries make her job most exciting.

Though she spent recent years at a mobile-focussed company, Warrior said that her 23-years-in-technology have given her the grounding she needs to adjust to an all-IP future. “For the longest time, communication technologies have been vertical,” she said. Video meant cable, voice meant telephone, and data translated into Ethernet. “It is all horizontal – now network is the platform,” she said.

I asked her if we are in a brave new world of COMMputing, where the lines of computing and communications have blurred to such a degree that you can’t tell the difference. Google and Amazon Web Services are perfectly good examples of this commputing movement.  She agreed and promised to share more of her thoughts at a later stage – after she has settled down in the Bay Area and spent time in Cisco trenches.

Originally posted at 1.41 pm

T-Mobile Will Swap Faulty Sidekick Slide for Sidekick LX

102x110.jpgT-Mobile launched the new Sidekick Slide earlier this month amid much fanfare, only to discover some major design flaws that got the device to reset itself. That really charged up the customers.
The Motorola-made device from Danger Inc. was quickly pulled from the market. T-Mobile today announced that Motorola (MOT) has identified the problem as an “issue relating to the battery contacts.Motorola also has identified and tested a solution which it will implement for existing devices, and incorporate into newly manufactured ones.”Meanwhile, if you bought the admittedly handsome device, then T-Mobile is giving you three options: Exchange it for Sidekick LX (for no extra charge), return it and use the money towards any other phone, or just wait for the fix from Motorola.