September 19th, 2007
Written by Pankaj Kumar
Leap Wireless (LEAP) rejected MetroPCS’s (PCS) unsolicited merger proposal after analyzing that the offer was not in the best interest of the company and its shareholders. On September 04, 2007, PCS announced a proposal for merger with LEAP.
Our analysis of the two companies, using the Gridstone Research platform leads us to conclude that this merger would be positive for LEAP as well as PCS, since it would create a fifth national wireless carrier with licenses covering most of the top 200 markets in the United States.
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September 16th, 2007
Written by Priyank Govila
Arpita Lulla, Hemina Mehta and Amit Sureka also contributed to this Note
August comparable store sales reflect gains from back-to-school
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September 5th, 2007
Written by Shabbir Batterywala
Few evenly-matched semiconductor companies battle for market share more closely than the programmable-logic device (PLD) market leaders Xilinx, Inc. (NASDAQ:XLNX) and Altera Corporation (NASDAQ:ALTR). Although the stocks of both XLNX and ALTR have appreciated well, our analysis of the two companies, using the Gridstone Research platform, leads us to conclude that ALTR has an edge over XLNX due to its focus on cost management and on verticals requiring complex design capability, resulting in high-margin customer wins. read more…
