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Analysis: Telecom video intrigues investors
As more telecom video services go online, some investors are questioning who will dominate the market for bundled media services, according to this Reuters analysis. Reuters (1/23)

Business & Industry Watch

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Yahoo! improves results, offers mixed forecast
Although Yahoo! beat analysts' projections with its fourth-quarter results, the No. 2 search engine saw its stock dip slightly after offering a mixed forecast for this year. But the stock rebounded after CEO Terry Semel offered an upbeat assessment of the positive impact on ad sales from the new Panama search tool. CNNMoney.com (1/24) San Jose Mercury News (Calif.) (1/23) The New York Times (1/24)

Cingular reports $782 million fourth-quarter profit
Its integration with AT&T Wireless' old networks hasn't slowed Cingular as the carrier more than tripled its fourth-quarter earnings and saw revenue rise 10% to $9.76 billion. Cingular also said it added 2.4 million subscribers, while churn decreased from 2.1% to 1.8%. The Wall Street Journal/Dow Jones Newswires (1/24)

Merrill analyst likes Cablevision for fundamentals, not takeover potential
Merrill Lynch media analyst Jessica Reif Cohen reinstituted coverage of Cablevision with a "buy" recommendation and a target price of $41 a share. Cohen's optimistic outlook comes even though she does not expect a new, higher takeover offer from the Dolan family. Multichannel News (1/23)

Other News

• The Qualcomm-Broadcom case nears jury phase
  San Diego Union-Tribune (1/24)

• Report: Merger talks afoot between Telecom N.Z. unit and PowerTel
  Bloomberg (1/24)

Consolidating Interactive Voice & Video Services
Tomorrow, Jan. 25, 1 p.m. (ET)
Register today for free. Today, in many networks, each application area has its own Interactive Voice Response (IVR) system designed and built for peak-hour performance. Consolidating these separate IVR platforms into one common multimedia platform can help service providers reduce CAPEX and OPEX while boosting revenue. This HP sponsored Webinar will examine how service providers can best approach IVR consolidation. Register now.

Technology Trends

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Siemens, Infoblox partner on domain name resolution
Siemens and Infoblox announced a plan by which Siemens would use domain-name resolution products from Infoblox to resolve Web URLs into numeric IP addresses over Internet-connected telecommunications networks. Light Reading (1/23)

Broadband video ads are a powerful force
Broadband video ads have the potential to become a more effective means of targeting consumers than traditional TV spots, according to a study from Nielsen Analytics. At the same time, the report concludes that increased broadband adoption has not cut into TV viewing time. The Hollywood Reporter (1/24)

TI reports high sales for low-priced cell-phone tech
Texas Instruments said that while the high-end cell-phone market had been winding down, the semiconductor firm had made 6 million "eCosto" shipments of its single-chip cell-phone technology for more basic, lower-end cell phones. Yahoo!/InformationWeek (1/23)

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Regulatory & Legislative

Analyst: Big media facing challenges in 2007
Big media, thanks to lower valuations and cost cuts, exceeded expectations last year, but its prospects don't look as strong for 2007, according to Banc of America analyst Douglas Shapiro. He cites a flat ad market and a housing slowdown as factors that are likely to dampen big media's results. Forbes (1/22)

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