Alvarion Ltd. (ALVR)

All Comments on ALVR

  • commenter
    vitaminc
    Sep 08 08:02 PM
    An SIM Free Option for LTE Should Exist [view article]
    Not sure the comparison of one-off transactions between WiMax/LTE and Wifi is valid. Most of those WiFi hotspot charges a ridiculous amount for one-off accesses (at least in US) and actually made using post-paid mobile data much more attractive. Hell even AT&T, T-Mobile USA and Sprint offers one-off hotspot free as an promotion to their DSL and 2.75G/3G+ wireless data plan packages. Reply
  • commenter
    fatcat
    Sep 08 07:03 AM
    An SIM Free Option for LTE Should Exist [view article]
    Great article...having more options would bring down prices,indeed... Reply
  • commenter
    searcher
    Aug 22 05:16 PM
    Alvarion: Focus on the Big Picture [view article]
    Don't expect to ever see Alvarion relevant to US market nor does anyone else that I've run across. As stated, this is a 3rd World play. Unfortunately, the overture has been of Wagnerian duration. I'm long a long time with a position too minscule to sell. As far as 'buzz', "It's always something." Reply
  • commenter
    Stone Fox
    Capital
    Aug 12 06:05 PM
    My Website
    Alvarion: Focus on the Big Picture [view article]
    Steve - could analysis. If anything, you use conservatice numbers. I don't see operating expenses increasing at the same rate of revenue. Its amazing though that ALVR is still on target for all of your assumptions and yet the stock price has been hammered. Thats one reason I don't spend a ton of time on DCF and such calculations. The market has a mind of its own, but will eventually end up where your forecast showed. This is also the likely purchase price if ole NT was to be very happy with the results of the partnership. Reply
  • commenter
    Nextel
    Accessories
    Aug 11 06:59 PM
    My Website
    Alvarion: Focus on the Big Picture [view article]
    I have owned it for a while, would sure like to see price go up! Reply
  • commenter
    Steve Zecola
    Aug 11 06:06 PM
    Alvarion: Focus on the Big Picture [view article]
    Alex, the Nortel release says: "We expect Comstar's WiMAX network to be the first of many that will leverage the combined strengths of Nortel and Alvarion® Ltd. [NASDAQ: ALVR] based on our recently announced strategic WiMAX agreement."
    Reply
  • commenter
    Alex
    Alexander
    Aug 11 04:08 PM
    Alvarion: Focus on the Big Picture [view article]
    "Then, on August 7th, we get news that Comstar has signed a deal with NT to use the ALVR partnership for WiMAX equipment in a Moscow network which includes at least 160 base stations from ALVR "
    Nowhere does it say anywhere that Nortel is using Alvarion's base stations for this deployment. Unless the author knows otherwise, it appears Nortel is liquidating their WiMAX equipment through their deployment with Comstar. Nice try but the Nortel partnership only signals a weakness, not a positive for Alvarion. Why does Alvarion need Nortel? Obivously there is a reason.     Reply
  • commenter
    Steve Zecola
    Aug 11 03:37 PM
    Alvarion: Focus on the Big Picture [view article]
    SFC, here are some high-level numbers I posted last year:

    messages.finance.yahoo...

    Uncertainty and fear has driven up the discount rate since then, but not a whole lot on the base business has changed.

    The currency exchange rate over the next five years deserves a separate analysis. But I'd start by saying that I don't see the Euro replacing the dollar as the currency of choice over the planning period, and ABB (anything but bush) will strengthen the dollar.     Reply
  • commenter
    Stone Fox
    Capital
    Aug 11 02:45 PM
    My Website
    Alvarion: Focus on the Big Picture [view article]
    Care to share some of your numbers? How are you handling the dollars move? Agree on the PR issue, but I don't place as much credence into it. The analysts should be doing a better job. For example, ALVR has hammered home the point on the currency issue in the 1H08 yet just about every analyst wanted to focus on costs as if the issue was that ALVR wasn't controling costs. Sometimes it just doesn't seem matter want management says or does. Reply
  • commenter
    Steve Zecola
    Aug 11 11:14 AM
    Alvarion: Focus on the Big Picture [view article]
    ALVR has a great story, but it is not getting out effectively. In particular, the IR and PR functions need to be upgraded. For example, it is not enough to a press release on a contract. Management should be leaning on PR to get interviews with its executives and favorable stories (other than Alpha).

    The company trades on NASDAQ, but has very limited institutional ownership in the US. Also, no name I-banks follow the stock. The company could use a VP of IR located in the US to address these issues.

    Finally, companies trade on future earnings. I've created my own NPV for the company based on a five-year business plan, but haven't seen any detail analysis from the company or analysts. Absent credible information, the market is going to assume the worst for ALVR given weight of AT&T's and Verizon's voices.     Reply
  • commenter
    guliamo
    Aug 05 06:09 AM
    My Website
    Alvarion: Blessed or Cursed? [view article]
    Hi Zack,
    I beg to differ my friend.
    I have 3 issues with Alvarion:
    1. Cisco and Intel have made their Wimax acquisition plays and alvarion was passed up.
    2. US sprint is zig zaging on whether it will or will not adopt Wimax technology, and going bankrupt while they think about it.
    3. I had opportunity to be in the Alvarion offices in Ramat Hahayl.. this didn't seem like a winning company atmosphere to me.. laugh it off if you like, but when the offices are half empty at 4pm and people lack pep in their step - you know this isn't a winner..
    Chhers,
    Guliamo     Reply
  • commenter
    Geddy
    Jul 19 08:01 PM
    Wireless War: 4G Battle Lines Have Been Drawn [view article]
    And Pakistan having ANYTHING is supposed to influence me? They can't even control their own citizens & I'm to be impressed? They're lucky they're still not using smoke signals! Reply
  • commenter
    absalanali
    Jul 19 02:49 PM
    A Comparison of Wimax, 3G and Wi-Fi [view article]
    Its very interesting that in a closed future we will be perceive fall down all investor in 3G Reply
  • commenter
    Ames
    Tiedeman
    Jul 19 01:20 PM
    My Website
    The Promise of Nortel's 40G Technology [view article]
    NT and ALVR are leaders. Both should do quite well in the next 5 years. Reply
  • commenter
    Ames
    Tiedeman
    Jul 17 09:49 PM
    My Website
    Nortel Sentiment Improving: What's Next For Shares? [view article]
    This name appears ready to grow once again. Teaming up with ALVR was probably a smart move. Reply
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