Pace Plc Share Discussion Threads

[freddie01] 12/11/2017 10:57

Seljalandsfoss Falls, Iceland



Favorite of the Year ~ Nathaniel Merz



The birth of a new day



“Calmness̶1; by Igor Zenin



Spray Falls, Pictured Rocks National Lakeshore, Michigan, US

Photo ~ John McCormick



Lovrafjorden, Norway (by Silvain de Munck).



Vologda city park, Russia ~ by Kichigin Sergey

[freddie01] 11/11/2017 08:19

Bolton Abbey, England

photo via elizabetta



Clovelly, England

photo via geesher
















Everyday life of Wales from the early 1960s through a traveler’s lens.

[freddie01] 10/11/2017 11:35

Dubai.



China







Königssee, Bavaria, Germany

photo via lisa

[1gw] 10/11/2017 09:56

Just caught up with the David Potts presentation at the RBC Capital Markets TIMT conference.

Sounds like he's getting hungry to buy something else. As well as more on the wireless side (which he often brings up), he mentioned the idea of getting into datacentres as a possible "adjacency" - the first time I remember this coming up.

[freddie01] 09/11/2017 08:44

Isolated Dwellings

[mbhesms] 08/11/2017 23:41

The statistic that keeps echoing in my head from the Cablelabs article about full duplex Docsis (Post 50882) was this:

Quote: “In the United States, more than 90 percent of households are connected to an HFC (hybrid fiber-coaxial) network, ..."

90%!

The next question is what will cause these households to ask for and pay for higher broadband speeds. A lot of new technologies aren't desired until they are possessed, or at least until people hear from their neighbours how good they are. I think digital video recorders got more traction when TV personalities talked about TiVo-ing a TV event for later watching. Streaming has entered the zeitgeist with the "Netflix and chill" meme. For high speed broadband I think it will be political activism that will drive awareness as municipalities debate having their own fibre networks. Here are two examples:

Headline: SAN FRANCISCO JUST TOOK A HUGE STEP TOWARD INTERNET UTOPIA
Link:

Headline: Fort Collins voters say yes to broadband
Link:
Quote: The proposal passed despite a well-financed advertising campaign to defeat it. The political issue group Priorities First Fort Collins reported spending $451,564 on its campaign through Nov. 1.
Youtube:
Commentary: The incumbent networks may then invest in upgrades if using politics doesn't suppress competition, and when they do more people will know what they are paying for.

[andyble] 08/11/2017 17:48

Heavy and the Arris/CableLabs report mentioned in next link :-


An interpretation that puts balance just towards cable industry for 5G opportunity :-


Summary - the exponential growth of both bandwidth demand and the need for speed and quality also for all the new applications will need new advances in technology and huge investment by suppliers just to keep up. Arris is clearly leading the way.

[andyble] 07/11/2017 12:56

The scope of Full Duplex DOCSIS 3.1 is exponential plus some. Well worth catching up on usual bloggers articles and links therefrom to get a full feel of where this is going and through circa early 2019. This will mean huge investment by providers as yet another technology rollout whilst embracing so many more opportunities including small cell and 5G. I thought I was on top of where Arris' markets are going but the scope of this took me by surprise even with my already rose tinted view of the future. Enjoy.

Edit - it also makes Ruckus now make much more sense - not only does it bring earnings and growth - it also dovetails into the post 2018 broadband convergence across suppliers and technologies which will blur the differences between delivery be that mobile or fixed or wireless and across multiple suppliers - this is where Arris understand they need to be - now bring on the next acquisition!

Edit - credit to mbhesms for identifying same re full duplex docsis 3.1 here 11 Oct. Great minds ... !

[freddie01] 07/11/2017 08:31

Thanks clocktower and pip. :)




New Hampshire

photo via susan



The Highlands, Scotland

photo via kristie




Bradford on Avon, England

photo via francoise



Verrès Castle, Italy

photo via paula











Tangalooma Wrecks Morten Islands, Austuralia
By @swaller4

[pip_uk] 06/11/2017 10:52

Completely agree never miss Freddie`s pictures.

[clocktower] 06/11/2017 08:47

More outstanding images. :-)

[freddie01] 06/11/2017 07:36

Rice terraces | Bali | Sarawut Intarob



Procida ~ one of the Phlegraean Islands off the coast of Naples in Italy.



Otherworldly | Slot Canyon, Utah | Danilo Faria



Autumn Mist



Winter Trees by Igor Zenin





Prague, Czech Republic

photo via ivana

[waggle] 04/11/2017 00:22

does that scupper the arris/ruckis deal?...or alternatievley ginger up the entire sector?? i am getting some mis-pricing (i hope) on my mobile spreadex screen of $24.99!!

[alexmcdonald] 04/11/2017 00:17

Broadcom to make unsolicited bid for Qualcomm. share price up 5%.

[1gw] 03/11/2017 21:41

Just catching up on the Seeking Alpha transcript (link in Andyble's post 50921), I noticed the following comment:

"I expect overall demand for our products to continue in 2018 and believe that consensus profitability targets for next year are achievable. "

Now the median 2018 adjusted eps estimate was $3.00 according to the Arris IR site on 1st November, although curiously this has come down to $2.93 today. This compares to guidance of $2.57-$2.63 for this year ($1.83 actuals plus Q4 guidance of $0.74-$0.80).

So $3.00 would be an encouraging 15% increase on the mid-point $2.60 guidance for this year. And the implication of where the statement came in the presentation was I think that this excludes any contribution from Ruckus - although in the Q&A it is touched on again and BM gives the caveat on this not being "guidance".

[blunderbuss] 03/11/2017 16:42

Wait and see where it ends up :-)

[waggle] 03/11/2017 16:20

so does somebody know that the Ruckus deal isnt goint through, contrary to previous optimistic indicators? i can think of no other reson for such a precipitpus decline after the good results... all suggestions gratefully received!!

[freddie01] 03/11/2017 08:52

Prague, Czech Republic

photo via johnathan





Yorkshire, England

photo via besttravephotos






Moonrise by Arnaud Chassagne



Portugal.

[andyble] 03/11/2017 07:56

If Trump's tax reforms get through then that may only be to bring their rates more into line and practice with the UK and moreover it will take time. The other attraction though of being domiciled in the US is avoiding the increasingly difficult task of getting deals through CFIUS and although Arris is presently UK based it could still be a hassle administratively and slow matters down but perhaps not by much when one considers that other jurisdictions need to approve too. I actually think that Arris will in due course relocate back to the US and not least as simply a political risk reduction exercise seeing where the UK and corporate taxes may be heading but more so to be on the right side of an unpredictable US political machine. There is unlikely to be any relative long term value for a $ based business staying UK based if Trumps new taxes get through especially unless UK political and economic credibility recovers.

[alexmcdonald] 03/11/2017 00:16

If Broadcom thinks it will benefit from lower Corporation Tax and therefore will benefit by being domiciled in the US, is there a likelihood that Arris plc could also benefit by being domiciled in the USA instead of the UK?