1. Morgan Stanley

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    1. Mentioned In 52 Articles

    2. Ways Cloud Computing Is, and Isn't a Big Revenue Driver for Telcos

      Explore IP Carrier (Apr 13 2012) Business Models

      ...ide appears likely to accrue to hardware and software suppliers, at least initially, according to a Morgan Stanley analysis.  In other words, if Salesforce.com books revenue for sales to end users, can telecom ser... (Read Full Article)

      Mentions:   Telecommunications Industry Association   Morgan Stanley   Equinix

    3. How Big a Deal is Cloud Computing?

      Explore Thoughts on Carrier Evolution (Mar 17 2012)

      ...t of the revenue upside appears likely to accrue to hardware and software suppliers, according to a Morgan Stanley analysis. In the telecom space, the analysts expect key winners to include Rackspace, Equinix and c... (Read Full Article)

      Mentions:   AT&T   Gartner   Forrester Research

    4. What Cloud Computing Might Mean for Service Providers

      Explore IP Carrier (Mar 17 2012)

      ...t of the revenue upside appears likely to accrue to hardware and software suppliers, according to a Morgan Stanley analysis. In the telecom space, the analysts expect key winners to include Rackspace, Equinix and c... (Read Full Article)

      Mentions:   AT&T   Gartner   Forrester Research

    5. Computing Shifts to Cloud, How Much Will Telcos Benefit?

      Explore Thoughts on Carrier Evolution (Mar 12 2012) Applications

      ...t of the revenue upside appears likely to accrue to hardware and software suppliers, according to a Morgan Stanley analysis. In the telecom space, the analysts expect key winners to include Rackspace, Equinix and c... (Read Full Article)

      Mentions:   Gartner   Amazon.com   Morgan Stanley

    6. More Hints of Change for Video Distribution Business

      Explore Thoughts on Carrier Evolution (Feb 21 2012)

      ...usiness in a big way, for the most part because it must transition its business to digital content. Morgan Stanley analyst Scott Devitt says Amazon is in the middle of a key product transition from physical goods t... (Read Full Article)

      Mentions:   Apple   Amazon.com   Morgan Stanley

    7. Mounting Signs of Readiness for a Shift in Entertainment Video

      Explore High Definition Digital (Feb 21 2012) Applications

      Mounting Signs of Readiness for a Shift in Entertainment Video ...usiness in a big way, for the most part because it must transition its business to digital content. Morgan Stanley analyst Scott Devitt says Amazon is in the middle of a key product transition from physical goods t... (Read Full Article)

      Mentions:   Apple   Gary Kim   Amazon.com

    8. Why Verizon needs AT&T-Mo to just disappear

      Explore GigaOM (Nov 23 2011)

      Why Verizon needs AT&T-Mo to just disappear ...pposed” to the merger so long as no new requirements are imposed on U.S. operators. Last week, at a Morgan Stanley investor conference in Barcelona, Verizon EVP and CFO Fran Shammo reiterated that stance: “There ne... (Read Full Article)

      Mentions:   Qualcomm   AT&T   Sprint Nextel

    9. FCC releases broadband over power line rules

      Explore FierceTelecom (Oct 27 2011) Applications

      ...is article Related articles:Manassas, Va.'s broadband over powerline networkTellabs to present at Morgan Stanley conference; broadband over powerline languishesIEEE publishes final broadband over powerline standa... (Read Full Article)

      Mentions:   Telmex   Broadband   Morgan Stanley

    10. Why Amazon’s tablet can do well without being an iPad killer

      Explore GigaOM (Sep 6 2011)

      ...d Drive and video-on-demand) you’re signed up for and, very significantly, free access to Prime. As Morgan Stanley says in a research note Tuesday, the latter is the key factor in what will make this tablet success... (Read Full Article)

      Mentions:   Apple   Amazon.com   Morgan Stanley

    11. Content Snackers Become Cord Cutters; Change The TV World As We Know It

      Explore TechCrunch (Aug 21 2011) Marketing

      Content Snackers Become Cord Cutters; Change The TV World As We Know It ...ks who end run cable to get their content directly from content companies, “cord cutters.” A recent Morgan Stanley report concluded that cable companies would have to double the internet access fees of so called “c... (Read Full Article)

      Mentions:   Samsung   Comcast   Morgan Stanley

    12. Apple iPhone Owners Confused And Unsure About 4G

      Explore eweekeurope.co.uk (Jul 15 2011)

      Apple iPhone Owners Confused And Unsure About 4G Apple iPhone owners wary about prospect of 4G connections but many think they have 4G links already (Read Full Article)

      Mentions:   Apple   Hewlett-Packard   Morgan Stanley

    13. Cable Show 2011: Analysts Say Pricing, Products Will Drive Cable Growth

      Explore The Cable Industry Book (Jun 15 2011) Marketing

      ...novative," Eagan said, adding that development cycles have shrunk from 18 months to about 6 months. Morgan Stanley media analyst Benjamin Swinburne said that authentication, particularly products like HBO Go and ES... (Read Full Article)

      Mentions:   HBO   Morgan Stanley   Jason Bazinet

    14. LinkedIn looking for $32 to $35 per share in IPO

      Explore World News (May 9 2011) Marketing

      ...rice of $33.50. LinkedIn plans to use the money for operations and possibly to buy other companies. Morgan Stanley, BofA Merrill Lynch and J.P. Morgan are managing the offering. (Read Full Article)

      Mentions:   IPO   New York Stock Exchange   Securities and Exchange Commission

    15. Report: LightSquared contemplates IPO for this summer

      Explore FierceWireless (Apr 12 2011)

      Report: LightSquared contemplates IPO for this summer ... institutional investors. LightSquared executives met last week in New York City with analysts from Morgan Stanley as well as with officials from several mutual funds. The company is trying to organize a similar ge... (Read Full Article)

      Mentions:   GPS   LTE   Time Warner

    16. Gartner Urges Early Tablet Adoption For Enterprises

      Explore eweekeurope.co.uk (Apr 6 2011)

      ... tablet shipments to reach 69 million by year’s end – compared with 2010′s 16 million. In February, Morgan Stanley raised its 2012 estimate to 100 million units. Tablet Boom Such growth is additionally benefiting c... (Read Full Article)

      Mentions:   Google   Gartner   Morgan Stanley

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