3 posts and columns on Samuel Wilson

Voices

Coming: The Great Smartphone Shakeout

in News on September 14, 2009 at 4:20 pm PT

So here’s the thing about the smartphone market: there are way too many of them. The year 2010, JMP Securities analyst Samuel Wilson asserted in a report this morning, “should be the year of the shakeout in smartphones.” He believes most of the market share and carrier focus will consolidate around three vendors.

Voices

Novatel: JMP Advises Getting Out; Kindle Is Not Enough

in News on February 27, 2009 at 12:15 pm PT

Novatel shares are down hard this morning after JMP Securities analyst Samuel Wilson downgraded the stock to Market Underperform from Market Perform. For the year through yesterday, Novatel shares had rallied 34.7 percent; Wilson notes that the wireless networking equipment company has gotten a boost from its role providing components to the Amazon Kindle 2 e-book reader. But Wilson says the Kindle 2 will contribute at most $10 million a quarter to Novatel’s revenue, “not enough to fill the hole left by the drop in demand in the PC and USB adapter business.”

Voices

Update: Extreme In "Serious" Talks With Bidder, JMP Says

in News on May 16, 2008 at 11:07 am PT

A quick update on my post yesterday regarding rumors that Extreme Networks (EXTR) might be acquired by privately held Enterasys. In a research note yesterday, JMP Securities analyst Samuel Wilson wrote that “sources suggested to us that at least one interest party has stepped forward to begin serious discussions with the company.”