Anton Wahlman


Latest from Anton Wahlman

Apple Tablet and Mobile Madness at CES – CES Preview Get Ready for the Hype

On the eve of the annual Consumer Electronics Show in Las Vegas, tablet mania is hitting a fever pitch. We may see dozens of tablets launched this week alone, many from the biggest brands in computing such as Lenovo, HTC and Asus. The presumed Apple version in particular allegedly is going to become the new ...

Why I Think Apple Should Switch to Sprint

All the talk about Apple’s next U.S. iPhone carrier once the AT&T exclusivity expires appears focused on Verizon Wireless. There are some good reasons for this: VZW has the reputation of having the best network, partially for its consistency in CDMA/EVDO in combination with its 850 MHz band. With 89 million wireless customers, VZW is ...

A Plan for Novatel’s MiFi Comeback

Following Novatel’s 3Q report and 4Q guidance last Thursday evening, NVTL stock dropped over 25% on Friday. Investors had expected strong MiFi revenue growth for 4Q, but management stated that this was unlikely to happen, despite continued channel sell-through improvement. The culprit was simply an inventory build-up in 2Q and 3Q, presumably at Sprint and/or ...