Sandvine Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9424826 By Wee Davie ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=9424826&action=detail Tue, 13 Mar 2012 16:46:00 GMT Wee Davie tag:iii.co.uk,2003:tst.8368832 7:22 am
Broker Views:
http://www.proactiveinvestors.co.uk/columns/guardian-cfd-s-newspaper-briefing/5569/newspaper-briefing-including-bps-bob-dudley-pours-cold-water-on-russian-deal-scotsman-5569.html

Sandvine Corp: Cormark Securities Inc upgraded the stock to “Buy” and increased the target price to 171.31p

AstraZeneca: Danske Markets upgraded the stock to “Buy” and increased the target price to 3800.00p

Land Securities Group: Credit Suisse upgraded the stock to “Outperform” and increased the target price to 942.00p

Circle Oil: Evolution Securities maintained a “Buy” rating on the stock, with a target price of 97.00p

UBC Media: Seymour Pierce maintained a “Buy” rating on the stock, with a target price of 6.00p By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=8368832&action=detail Thu, 09 Jun 2011 07:31:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.8105928
06/04/2011 Miles Nolan

February’s Mobile World Congress in Barcelona saw the annual gathering of representatives from every aspect of mobile communications – device and component manufacturers, network equipment vendors, mobile network operators (MNOs), software and content developers and service providers

Unlike many events that see swathes of consumers (such as January’s Consumer Electronics Show in Las Vegas), the cost of entrance to the Mobile World Congress (MWC) means that it is heavily focused on business, and the business of the 60,000+ attendees was how to monetise mobile communications.

Over the years, the scale and scope of the event has grown massively and it is now the largest mobile technology show in the world. There were more than 1,300 companies exhibiting this year and many others taking meeting rooms and hospitality suites to meet current and potential partners, customers and suppliers.

The attendees span the universe of mobile communications. Handset and tablet manufacturers such as Research In Motion, Apple, HTC, Huawei, HP and Nokia had high profiles and demonstrated their latest products. Slightly off the main strip, multiple second-tier manufacturers were offering products with comparable functionality at a lower price point.

As part of this, there are a number of software companies providing the necessary infrastructure software to enable MNOs or device manufacturers to offer functionality similar to an iPhone or BlackBerry (including push email, instant messaging and social networking) but on much lower-functionality devices and hence at a much lower price to the consumer. These include Synchronica (SYNC) and Globo (GBO).

Synchronica, through organic growth and acquisition, has secured 82 MNOs as customers, representing an addressable market of more than 1.2 billion subscribers. It has also signed up a number of Tier 1 and Tier 2 device manufacturers as customers. With 50 services live at the end of 2010 and a further 20 or so likely to go live this half, MNOs should start to eat through initial licence sales, resulting in high-margin follow-up orders with shorter sales cycles.

All present and correct
There was good representation from the component and technology suppliers to the handset manufacturers – e.g. ARM (ARM) and Imagination Technologies (IMG) – plus the operating system and software providers. There was a further large hall of app developers and content providers that are looking to exploit the capabilities of these new devices.

The event was partly overshadowed by two bits of news from Nokia the week before. The company has been the dominant provider of handsets, peaking at the end of 2007 with 40 per cent worldwide market share of new device shipments coupled with industry-leading operating margins (22.8 per cent).

However, with the arrival of the iPhone at the top end and a slew of cheaper phones at the bottom end and Android-based phones across the range, Nokia’s market share and margins have been squeezed and Nokia’s response to date has been slow.

Catch-22 situation
On the Tuesday before the event, an internal email from Nokia CEO Stephen Elop was leaked that set out in stark detail the scale of the problem faced by his company. He likened Nokia’s situation to a man standing on a burning North Sea oil platform – either he burns alive or he jumps into the icy waters beneath.

Elop conceded that Apple now owns the high-end smartphone range and that Google has created a platform in Android that attracts application developers, service providers and hardware manufacturers. Having started at the high end, Android has successfully expanded to the mid-range and is expanding into the sub e100 market.

Android was heavily represented at the show, with more than 80 booths with Android devices, more than 160 Android products and a dedicated ‘Android-Land’. At the low end, a raft of manufacturers in the Shenzhen region of China are produci By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=8105928&action=detail Fri, 08 Apr 2011 18:23:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.7936664
Or perhaps negative response to Mid east aspect and generally negative statement accompanying figures? By Randlord ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=7936664&action=detail Wed, 09 Mar 2011 14:48:00 GMT Randlord tag:iii.co.uk,2003:tst.7884236
"Wee Davie, go to www.stockhouse.ca for T.SVC on the Toronto Stock Exchange. This is where the action is for this stock as it is a Canadian company. 1.2 million shares traded on Friday.

It's also much easier and quicker to register yourself as a poster than this crazy website. 1.2 million shares traded on Friday."
By Wee Davie ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=7884236&action=detail Tue, 01 Mar 2011 05:57:00 GMT Wee Davie tag:iii.co.uk,2003:tst.7817855 Don't understand why this share hasn't got more attention. By bardfield1 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=7817855&action=detail Thu, 17 Feb 2011 09:22:00 GMT bardfield1 tag:iii.co.uk,2003:tst.7647050 (SVC; Toronto) C$2.28
Sandvine has announced a partnership with
mobile data leader Acision to provide network
operators with detailed traffic insight and
capabilities such as traffic flow control.
Shares in peer Allot Comms (ALLT; $8.36
on Nasdaq) have doubled since mid-July.
MFM Techinvest Technology Fund has a
holding in both. At current levels, Sandvine
looks better value. Add.

http://www.techinvest.ie/downloads/sample.pdf

It is also a nap tip in their tips of the new year.
By nhojeloc ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=7647050&action=detail Thu, 20 Jan 2011 12:19:00 GMT nhojeloc tag:iii.co.uk,2003:tst.7646174
http://www.proactiveinvestors.co.uk/companies/stocktube/640/paul-kavanagh-from-killik-co-forecasts-6600-for-ft100-in-2011-640.html

Also like the look of the most recent financial results showing a big swing from profit to loss.
This looks to me like a company on the right side of the tipping point.
Bard By bardfield1 ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=7646174&action=detail Thu, 20 Jan 2011 10:51:00 GMT bardfield1 tag:iii.co.uk,2003:tst.7395730 http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=7395730&action=detail Mon, 06 Dec 2010 18:08:00 GMT Netrix tag:iii.co.uk,2003:tst.6497841
please update this stock regularly.. By mrVirgo ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=6497841&action=detail Thu, 17 Jun 2010 15:10:00 GMT mrVirgo tag:iii.co.uk,2003:tst.6405326 They leader in Broadband allocation software..

Buy for target for 180 in 3months By mrVirgo ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=6405326&action=detail Fri, 28 May 2010 10:10:00 GMT mrVirgo tag:iii.co.uk,2003:tst.6316726 http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=6316726&action=detail Tue, 11 May 2010 04:11:00 GMT Wee Davie tag:iii.co.uk,2003:tst.6251317 www.stockhouse.ca for T.SVC on the Toronto Stock Exchange. This is where the action is for this stock as it is a Canadian company. 1.2 million shares traded on Friday.

It's also much easier and quicker to register yourself as a poster than this crazy website. 1.2 million shares traded on Friday. By chaaching ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=6251317&action=detail Sun, 25 Apr 2010 01:06:00 GMT chaaching tag:iii.co.uk,2003:tst.6239335 http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=6239335&action=detail Wed, 21 Apr 2010 17:18:00 GMT Wee Davie tag:iii.co.uk,2003:tst.5282489
you can buy them on LSE at 72 By afrorich ]]> http://www.iii.co.uk/investment/detail?code=cotn:SAND.L&display=discussion&id=5282489&action=detail Wed, 09 Sep 2009 16:07:00 GMT afrorich