SWIR

[David Randolph]

I just received my AT&T Entertainment & Communication Fall Catalog...
You know I have been pounding the table about all the AT&T Commercials with the Wireless Laptop Connect Card?
"Found It"
"In a Pond"
"In A tree"
I am going nuts with these commercials!#%$^
Ok...
So I flip through the catalog and there IS NOT one Novatel Wireless or Ericsson ADVERTISEMENT!

The only company I see is Sierra Wireless!
http://www.2and2.net/files/47183f00664b5.jpg

I truly believe SWIR is going to blow the doors off of Q3 and Q4!

AT&T has spent sooooo much money pushing Sierra's Products..

Novatel is no where to be found in this Catalog folks!

I just can't get out of my mind how many times I saw Garmin's commercial and Costo's ads with Garmin in them....
After that Garmin Doubled in stock price within a few months...

If you believe in "The Secret" you have to believe in Sierra Wireless :-)

Good Night and High Fives to those Who Still Hold This Winner!

Great post wxmang

But I guess the reason why you don't see any NVTL products in that catalog is because AT&T isn't a NVTL costumer.

But I agree with you, both NVTL and SWIR benefit from the carriers' advertising efforts to gain subscribers for their mobile internet connection services. They benefit, but don't spend a dollar in advertising.

SWIR still has some work to do to get bullish from a technical perspective, but there's no doubt fundamentals are attractive, and over the long term fundamentals prevail (they can also change direction, but I don't see that happening).

I'll continue holding SWIR with strong hands.

[David Randolph]

After 88% growth in 2007, analysts expect just 19.5% growth in 2008 for SWIR:



I think that with the mobile internet connection gaining momentum in the world, 2008 growth will be as high or even higher than 2007 growth rate.

I believe analysts will start pushing up their 2008 estimates when we get to the end of the 2007, and that should fuel a rise of SWIR towards and beyond $30 a share.

The move from fixed/wireless internet connection to mobile will happen with or without strong economic growth, it is a matter of consumers getting a better service for the same or even less cost, so it seems to me like an inevitability.

I'll continue holding SWIR for the long term.

[soxguy]

*DJ Sierra Wireless Raised To Strong Buy From Outperform By R. James >SWIR

.

  (MORE TO FOLLOW) Dow Jones Newswires

  October 22, 2007 07:33 ET (11:33 GMT)

  Copyright (c) 2007 Dow Jones & Company, Inc.- - 07 33 AM EDT 10-22-07

[soxguy]

Ahead of the Bell: Sierra Wireless
Monday October 22, 9:10 am ET 
Sierra Wireless Upgraded Ahead of 3rd-Quarter Earnings Analyst Expects to Be 'Strong'


NEW YORK (AP) -- An analyst upgraded Sierra Wireless Inc. on Monday, ahead of the company's third-quarter earnings report that is expected to be "strong" when announced later in the week.
Raymond James analyst Sera Kim upgraded Sierra to "Strong Buy" from "Sector Perform" and maintained his $30.75 price target.

ADVERTISEMENT


"We recommend investors buy shares of Sierra Wireless ahead of the quarter," Kim said in a client note. "We believe that third-quarter results will be solid and that fourth-quarter guidance will be at least in line with expectations."

The company makes wireless modem cards for laptops and other devices, among other products, and some of its biggest clients include heavyweights AT&T Inc. and Sprint Nextel Corp. Sierra Wireless' 595U USB modem is Sprint's top-selling laptop card, he said.

The company's stock is down 13 percent over the past month, which Kim called an "excellent entry point." Kim said Sierra's strong stock performance compared with competitors' and expected growth in the cellular industry also influenced the upgrade.

The Richmond, British Columbia, company has previously forecast third-quarter earnings of 27 cents per share on revenue of $109 million. Kim also expects earnings of 27 cents per share, and revenue of $109.5 million.

Shares of Sierra Wireless, which is scheduled to report results after the closing bell on Thursday, Oct. 25, fell Friday to $19.47. The shares added 32 cents to $19.79 in premarket trading.

[buddjas1]

That's the news SWIR needed to break the short term down trend.  I'm now in at $20.67.

Thanks for the tip David!

[la-onda]

fyi:
Timing of Sierra Wireless Third Quarter Financial Results
Monday , October 22, 2007 09:00ET

VANCOUVER, Oct. 22 /PRNewswire-FirstCall/ - Sierra Wireless (NASDAQ: SWIR - TSX: SW) will release its financial results for the quarter ended September 30, 2007 on Thursday, October 25, 2007. Sierra Wireless President and CEO, Jason Cohenour, and CFO, David McLennan, will hold a conference call with analysts and investors to discuss the results at 5:30 PM Eastern time the same day.

    Conference Call and Webcast:
    ----------------------------
    Date and Time: Thursday, October 25 at 5:30 PM Eastern time

    Conference call number: 1-800-733-7560 or 1-416-644-3414.

Webcast (listen only): To access the web broadcast of the call, please enter www.newswire.ca/en/webcast/viewEvent.cgi?eventID=1973620. Microsoft Windows Media Player software is required. To download the software, go to: http://www.microsoft.com/windows/windowsmedia/download.

To participate in this conference call or webcast, please connect approximately five minutes prior to the commencement of the call.

Instant Replay:

---------------

For those unable to participate in the live call, an instant replay will be available.

    -   Dial-in: Dial 1-877-289-8525 or 1-416-640-1917 and enter passcode
        21243588 followed by the number sign to access the instant replay.
        (Available for 7 business days following the call.)

    -   Webcast: The Web broadcast will remain available at the above link
        for 90 days following the call.

Estimations:
http://finance.yahoo.com/q/ae?s=SWIR
Chart:

[David Randolph]

So we've had a "strong buy" recommendation:

SWIR: Raymond James Ups to Strong Buy from Outperform

«"We recommend investors buy shares of Sierra Wireless ahead of the quarter," Kim said in a client note. "We believe that third-quarter results will be solid and that fourth-quarter guidance will be at least in line with expectations."»

I think the real upside will happen when analysts start upgrading their 2008 estimates, which still call for $1.20 EPS, or just 18.8% growth over the $1.01 expected for 2007.

Q3 earnings will be announced tomorrow after the close:

• Media Advisory - Timing of Sierra Wireless Third Quarter Financial Results
PR Newswire (Mon, Oct 22)

Even though I know investors will be focused on the "beat or miss" game, and if t beats, by how much, but I'll be more concerned on what the company says about the future, mainly management's expectations for 2008. I want to get a feel that they expect much stronger than the 19% or so growth analysts expect.

I personally have 75% revenue CAGR in my valuation model, so you see that I'm a lot more optimistic than most analysts. If analysts are close to being right, I'll probably have to sell SWIR. If on the other hand I'm the one who's right, the stock will go up 160%.

I'll continue holding SWIR.

[soxguy]

Maybe the reason swir and nvtl are down?

Print this press release
Email this press release
Qualcomm Introduces Gobi Global Mobile Internet & GPS Solution for Notebook Computers
Available Today, Gobi Enables High-Speed Connectivity to All 3G & Legacy 2G Networks Worldwide with a Single Embedded Device
SAN FRANCISCO  —  October 23, 2007 — Qualcomm Incorporated (Nasdaq: QCOM), a leading developer and innovator of advanced wireless technologies and data solutions, today introduced Gobi™ global mobile Internet, an embedded solution for notebook computers. Notebooks featuring the multi-mode Gobi solution can take advantage of the high-speed mobile Internet services offered by leading network operators in virtually all parts of the world, as well as GPS. The Gobi solution is meeting the demand from leading notebook manufacturers for worldwide connectivity capabilities beyond Wi-Fi and is being certified to operate on CDMA2000® EV-DO and UMTS HSPA networks worldwide. The Gobi solution is available today, and enterprise and consumer notebooks powered by Gobi are expected to be commercially available in the second quarter of 2008.

"Gobi-enabled notebook computers with global mobile Internet unify the most important wireless carrier network technologies deployed around the world, providing comprehensive support for all 3GPP and 3GPP2 technologies," said Dr. Sanjay K. Jha, chief operating officer of Qualcomm and president of Qualcomm CDMA Technologies. "We are leveraging Qualcomm's expertise in multi-mode wireless chipsets to bring unparalleled connectivity to notebook users, who can now be confident they can instantly access the Internet without searching for a hotspot - today."

"HP and Qualcomm share the belief that mobile Internet capability increasingly will be viewed as an essential notebook feature," said Matt Wagner, director, notebook strategy and planning, Personal Systems Group, HP. "HP welcomes the direction that Qualcomm is taking with the multi-mode Gobi technology, and the improvements it can offer notebook customers in enhanced international roaming and greater choice of mobile operator service."

Oliver Mauss, global director of business marketing for Vodafone, said "Vodafone is committed to developing the sector for laptops with built-in 3G broadband in order to meet our customers' growing need for access to data services on the move. This platform is an important step in making this technology even more accessible, and we are working closely with notebook OEMs to help them integrate this platform into their devices."

"We are excited about Qualcomm's technology as it supports our mission to give customers the best wireless experience, whether in the United States or abroad," said Andrea Caldini, executive director, product management & development for Verizon Wireless. "Qualcomm's leadership role in bringing Gobi to market is important for customers who have increasingly chosen an embedded wireless solution. Verizon Wireless looks forward to its continued collaborative effort with Qualcomm, Vodafone and the notebook manufacturers on this project."

The embedded Gobi solution for notebook OEMs through Qualcomm customers includes Qualcomm's MDM1000™ chipset, associated software and API, and a reference design for a software-defined configurable data module supporting both EV-DO Rev. A and HSPA with full backward compatibility, as well as GPS functionality. By supporting both the 3GPP and 3GPP2 standards, notebook manufacturers can deliver products with global connectivity capabilities while benefiting from greater efficiencies and a simplified user experience.

To make it easier for Qualcomm customers and notebook OEMs to feature the Gobi solution in their notebooks and certify their products with operators, Qualcomm has introduced a common software API with support from numerous connection manager software vendors, including Birdstep Technology AB, Diginext B.V., PCTEL Inc. and Smith-Micro Software Inc.

For more information about the Gobi solution, visit: www.3Gchipsets.com/gobi

Qualcomm Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services based on CDMA and other advanced technologies. Headquartered in San Diego, Calif., Qualcomm is included in the S&P 500 Index and is a 2007 FORTUNE 500® company traded on The Nasdaq Stock Market® under the ticker symbol QCOM.

###

Qualcomm is a registered trademark of Qualcomm Incorporated. Gobi and MDM1000 are trademarks of Qualcomm Incorporated. CDMA2000 is a registered trademark of the Telecommunications Industry Association (TIA USA). All other trademarks are the property of their respective owners.



Qualcomm Contacts:
Emily Kilpatrick, Corporate Communications
Phone: 1-858-845-5959
Email: [email protected]

John Gilbert, Investor Relations
Phone: 1-858-658-4813
Email: [email protected]

Kira Lee, Qualcomm CDMA Technologies
Phone: 1-858-845-7571
Email: [email protected]


 
own?

[jorgegr]

NVTL has a partnership with QCOM. Take a look here:

http://www.novatelwireless.com/partners/strategic.html

NVTL is moving their personnel due to fires in San Diego, probably affecting
productivity, Nevertheless I think the dive is an overreaction.

[AussieTrader]

Don't normally look to enter right before earnings, but took my position in SWIR today at $18.64. Seemed like the selling is to good an opportunity to miss. Well I hope for that to be the case

Have done the same for NVTL $20.94 and SILC $17.59 (yesterday)

Good trading

[la-onda]

good luck aussie 

Sierra Wireless Dn 11% On Threat From New Qualcomm Pdt >SWIR

Oct 24, 2007 11:18:36 (ET)

TORONTO (Dow Jones)--Shares of Sierra Wireless Inc. (SWIR) are down 11% following an announcement by Qualcomm Inc. (QCOM) that it plans to sell a new "embedded solution" that allows notebook vendors to connect to the Internet using the most popular cellular network standards.

The news is being perceived as negative for Sierra because the Qualcomm product, called Gobi Global Mobile Internet, will make it easier to build the wireless modems that Sierra makes, potentially increasing competition. As well, it could mean that Qualcomm, which provides the raw materials that Sierra uses to make its modems, plans to become a direct competitor to Sierra and other wireless-modem makers.

In an interview Wednesday, Sierra Chief Executive Jason Cohenour said the announcement has positive and negative elements with respect to Sierra. On the positive side, it means Sierra has a new product to sell, as Qualcomm indicated it intends to market the Gobi product through its customers, which include Sierra. On the negative side, Gobi makes it easier for other companies to do what Sierra does, he said. "(Gobi) lowers the bar for other competitive entrants," he said.

On Nasdaq Wednesday, Sierra, which is scheduled to report its third-quarter results Thursday after the close, is down $2.30 to $18.72 on about 572,000 shares. Novatel Wireless Inc. (NVTL), Sierra's main rival, is down 15% to $20.97.

[David Randolph]

I was just finishing lunch with Ramsburg when my wife called me saying the Main was down 5% on the day, so I came in a hurry to see what's going on.

I see that the main reasons for the drop are sell offs in GSB (which has been up a lot, so mere profit taking explains the drop), and NVTL and SWIR down 10% plus.

I thank soxguy for bringing us the probable cause for the big drop but I need time and a cool head to study if this is truly competition or not, and if so, by how much it will impact the fundamental forecasts I've made.

As it is a Main Portfolio rule I won't make any intraday decisions, even if because of this I'll take some more risk. Diversification is there for these cases.

Anyway, so far this is the worst day the Main Portfolio ever had I was right in not being too happy when it rose 4.6% the other day ... so I'm not  today, just business as usual.

I'll update NVTL's and SWIR's analysis after the close following an in depth study on QCOM's technology.

[Garoh]

Sierra Wireless Dn 11% On Threat From New Qualcomm Pdt

[buddjas1]

So the bottom line is that QCOM appears to be cutting out the middleman (SWIR) and will deal directly w/ HP (SWIR's largest customer). 

"HP and Qualcomm share the belief that mobile Internet capability increasingly will be viewed as an essential notebook feature," said Matt Wagner, director, notebook strategy and planning, Personal Systems Group, HP. "HP welcomes the direction that Qualcomm is taking with the multi-mode Gobi technology, and the improvements it can offer notebook customers in enhanced international roaming and greater choice of mobile operator service."

http://biz.yahoo.com/prnews/071024/law085.html?.v=101

No matter what, not good news.  Hopefully earnings will be strong and mgmt. can address the issue during the cc.

[berloga]

David, see if you can find any info on SWIR and NVTL planning on using the mobile WiMax 802.11e. If that's the case, it will provide huge competition to QCOM's low data rate solution that uses existing 3GPP and GPRS networks. The problem may be that QCOM may plan doing the same transition...