https://www.arete.net/feeds/publications.aspxThe latest publications from Arete Research, https://www.arete.net/document/.(c) 2010, Arete Research Services LLP. All rights reserved.240With Anton Milner stepping down, the new CEO – Nedim Cen – faces no small number of challenges. While favourable EEG revisions may support somewhat stronger near-term fundamentals (see German PV: The Final Recipe?, Mar. '10), the former interim CFO ...https://www.arete.net/document/3306/Fri, 12 Mar 2010 00:00:00 GMTJoel Silverman, Jim FontanelliSell-side analysts were scurrying – like the White Rabbit – to raise price targets after Iliad won the French 4th wireless licence. Before even considering how much of Iliad's cash flow might tumble into a 3G investment rabbit hole, we suggest inves ...https://www.arete.net/document/3305/Thu, 11 Mar 2010 00:00:00 GMTWill Milner, Andrew Beale, Emily WongAMD is back in control of its destiny. The $1.25bn Intel payment in Nov. '09 shores up a stretched balance sheet and the creation of GlobalFoundries (GF) funds AMD's manufacturing development. The shares have responded accordingly, up 348% in '09 ( ...https://www.arete.net/document/3302/Thu, 11 Mar 2010 00:00:00 GMTDan Gardiner, Brett SimpsonYesterday, we spoke with the CFOs of solar developers/installers in three markets – SAG Solarstrom (Germany), Solarcentury (UK) and Real Goods Solar (USA). Below are the key points: 1) No or Limited Pricing Pressure at the Module and Inverter Level ...https://www.arete.net/document/3301/Thu, 11 Mar 2010 00:00:00 GMTJim Fontanelli, Joel SilvermanThe western world has been slow to pick up on MediaTek's unorthodox style. Having honed its skills in the DVD market a decade ago, where it performed a clean sweep in mainland China, sceptics thought MediaTek was crazy to enter a hyper competitive 2 ...https://www.arete.net/document/3300/Wed, 10 Mar 2010 00:00:00 GMTBrett Simpson, Dan GardinerResults and commentary from Atos and Cap give further evidence that the IT Services market is close to its cyclical trough. Providers point to early signs of a recovery in the US, consistent with feedback from software vendors and an improving macro ...https://www.arete.net/document/3299/Tue, 09 Mar 2010 00:00:00 GMTAdam ShepherdWhilst there is final agreement between the three coalition parties in the German government on the key changes to the current EEG, Arete sees the revisions as neither supporting German solar production, nor fully reining in German solar growth. The ...https://www.arete.net/document/3298/Thu, 04 Mar 2010 00:00:00 GMTJim Fontanelli, Joel SilvermanOver the past few years the sector has grown fat on a succession of appetising government solar programs: the tapas of '08, the bratwurst of '09, the pasta and hamburgers of '10, supplemented by a variety of specialist side dishes (Korean, Czech, Jap ...https://www.arete.net/document/3297/Thu, 04 Mar 2010 00:00:00 GMTJim Fontanelli, Joel Silverman, Emily LiuFrom '05 to '08, we spent considerable time looking in depth at the Nokia-Qualcomm IPR dispute (see 3G IPR: A Great Mobile Mystery, Jan. '05 and 3G IPR: The Holy War Begins, Nov. '05). The two companies ultimately settled in mid-’08, with Nokia agre ...https://www.arete.net/document/3296/Thu, 04 Mar 2010 00:00:00 GMTRichard Kramer, Alban CousinDiData is evolving from product resale to broader IT services vendor, benefitting from enterprise networking refresh and emerging markets growth. While diversifying away from its traditional base of (mostly Cisco) product resale, DiData also develope ...https://www.arete.net/document/3295/Thu, 04 Mar 2010 00:00:00 GMTRichard Kramer