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.240Results 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 KramerFrom 4Q09 results, it was clear that the Baboulas (bogeymen, or ?paµp???a?) are still hiding in OTE's cupboard. OTE's current challenges include the unknown impact of an austerity/tax collection programme on Greek consumers, Vodafone's highly aggres ...https://www.arete.net/document/3294/Tue, 02 Mar 2010 00:00:00 GMTAndrew Beale, Emily Wong, Will MilnerFor seven straight years Telefónica (TEF) delivered on its (constant currency) growth targets. In 2010 the company seems much more likely to stray from the straight-and-narrow given implausible EPS targets, questions about dividend sustainability an ...https://www.arete.net/document/3293/Tue, 02 Mar 2010 00:00:00 GMTWill Milner, Andrew Beale, Emily WongThose who went away from MWC disenchanted with the lack of new "hero" handsets or block-buster infrastructure deals missed the point. Our impression after seeing nearly 100 companies in Barcelona was of seismic changes bubbling up in nearly every se ...https://www.arete.net/document/3292/Tue, 02 Mar 2010 00:00:00 GMTRichard Kramer, Brett Simpson, Andrew BealeRemove SHORT Broadcom ($30 '10 Price Target): Cellular remains a concern for us, but the improving outlook for its other businesses (particularly Networking) leads us to raise our target price to $30. See Broadcom: Lord of War (Feb. '10).Remove SHO ...https://www.arete.net/document/3291/Mon, 01 Mar 2010 00:00:00 GMTRichard KramerFour years is a long time in UK cable. When NTL and Telewest merged in Mar. '06, the result was a highly-levered, sub-par business losing market share given uncompetitive pricing, and with a reputation for poor customer service. Now Virgin Media is ...https://www.arete.net/document/3290/Mon, 01 Mar 2010 00:00:00 GMTAndrew Beale, Will Milner, Emily Wong