Parkway (PKY), PolyOne (POL) (SD) (SI) (SVNT) Downgraded

Parkway Properties (NYSE: PKY), PolyOne (NYSE: POL), SandRidge Energy Inc. (NYSE: SD), Siemens (NYSE: SI) and Savient Pharmaceuticals, Inc. (NASDAQ: SVNT) were downgraded by analysts.

Parkway Properties (PKY) was downgraded by Stifel Nicolaus from a “Hold” rating to a “Sell” rating.

PolyOne (POL) was downgraded by Northcoast Research from a “Buy” rating to a “Neutral” rating.

SandRidge Energy Inc. (SD) was downgraded by Goldman Sachs (NYSE:GS) from a “Neutral” rating to a “Sell” rating.

Siemens (SI) was downgraded by WestLB to a “Neutral” rating.

Savient Pharmaceuticals, Inc. (SVNT) was downgraded by JMP Securities from a “Market Perform” rating to an “Underperform” rating. They have a price target of $1.50 on the company.

Uranium One (UUU) (NLR) (UEC) (SO) Closed Mixed in Monday Trading

Shares of uranium and nuclear companies like Market Vectors Nuclear Energy (NYSEArca:NLR), Uranium Energy (AMEX:UEC), Uranium One (TSE:UUU) and Southern Company (NYSE:SO) closed down Monday, April 25th, as the initial shock of the nuclear challenges in Japan from the earthquake start to gradually wind down.

The headline that the nuclear sector is going to be abandoned and replaced by other so-called "green" energy is of course ludicrous, as solar and wind turbines are a poor and unpredictable source of energy, and will never be able to supply, or come close to supplying, the growing energy needs of the world.

While it's obvious the nuclear industry will go over safety measures to ensure the highest safety levels possible, the idea of taking an extremely rare occurrence like an 8.9 earthquake in Japan as the worst case scenario to determine nuclear strategies isn't going to happen, even though the industry will be safer and better for making any improvements they can.

Uranium suppliers, either way, will continue to enjoy growth going forward, regardless of the response to the industry in the aftermath of Japan, as existing nuclear plants will continue to operate for years into the future, and will need uranium to power them.

Who could be hurt more, depending on if they have any courage to continue on in the sector or not, are General Electric (NYSE:GE) and Siemens (NYSE:SI).

Motorola (NYSE:MSI) Lowers Sale Price of Network-Equipment Assets

Motorola Solutions (NYSE:MSI) announced today it has lowered the sale prices on its network-equipment assets from $1.2 billion to $975 million. Prospective buyers Nokia Siemens Networks (NYSE:NOK) (NYSE:SI) should welcome the news.

China’s Huawei and Motorola also settled a dispute, whereby Motorola agreed to pay an unspecified amount to Huawei as it transfers its commercial agreements to Nokia Siemens Networks.

The disagreement was concerning a dispute over trade secrets between the two companies.

Motorola Solutions was trading at $44.11, gaining $0.26, or 0.59 percent, as of 1:21 PM EDT.

Sprint (S), (ERIC), (NOK) (SI) Losers in AT&T (T), T-Mobile Deal

There could be some significant fallout from the deal by AT&T (NYSE:T) to acquire T-Mobile, with analysts citing LM Ericson (Nasdaq:ERIC), Nokia (NYSE:NOK), Siemens (NYSE:SI), Research in Motion (Nasdaq:RIMM), Neutral Tandem (Nasdaq:TDMN) and Nuance (Nasdaq: NUAN) as those likely to lose the most.

Wedbush noted this on Nokia, Research in Motion, Neutral Tandem and Nuance:

“We also see a slight negative impact for Nokia and RIM on the device front as the iPhone will likely take some share.”

For "Neutral Tandem will likely see AT&T route T-Mobile calls to its own tandem switches in markets it has a presence."

“Nuance provides mobile care and has a good speech presence on T-Mobile devices while AT&T is starting to use more of its own speech software and Vlingo for speech application on mobile devices.”

Goldman Sachs (NYSE:GS) said on Sprint: "This deal will likely be a negative for Sprint, as it was the company perceived to "need" a combination with TMobile more than any other. This also remove the other viable option that CLWR (Nasdaq: CLWR) had (T-Mobile)."

Deutsche Bank on LM Ericson:

“We estimate T-Mobile US's Capex is $2.9bn p.a. or 12% of total US Tier 1 carrier Capex. The incumbent suppliers to TMOB are Ericsson & NSN in radio access and Tier 2 and 3 vendors in backhaul (we estimate ~70% is fibre/optical). It is likely that over time AT&T will integrate T-Mobile's cell sites into its own network and cut back spending on radio access and backhaul in areas with significant overlap."

Jefferies on Nokia, Siemens:

"Besides the long-term market share issue we highlighted above, we note that NSN is the major supplier of wireless infrastructure to LightSquared. That 4G network deployment, of course, is still getting off of the ground (many industry participants have concerns about the viability of the network). We note that LightSquared was pursuing a wholesaling strategy to other wireless operators without a 4G network plan. One of those prospective customers was TMobile USA. Now, in the wake of this deal, T-Mobile USA won’t require LightSquared’s services and the viability of Light Squared gets a bit more uncertain."

Goldman Sachs on Convergys Corporation (NYSE:CVG), CenturyLink, Inc. (NYSE:CTL), Frontier Communications (NYSE:FTR), Windstream Corporation (NYSE:WIN):

"We see the transaction as a potential long-term headwind for CVG as it currently generates a material percentage of revenues from AT&T and a small percentage from T-Mobile mostly for customer support and call center work."

RLECs - CenturyLink, Inc. (NYSE: CTL), Frontier Communications (NYSE:FTR), Windstream Corporation (NYSE: WIN):

Goldman Sachs "As part of its $39 bn planned agreement to acquire T-Mobile USA, AT&T is committing to significantly expand its 4G LTE coverage. Previous plans included intentions to cover roughly 80% of the US. Under the proposed merger, AT&T intends to deploy to 95% of the US population, or 46.5 mn incremental pops. The increased coverage is expected to primarily target rural markets."

GE, (GE) Siemens (SI) In Battle for EV Charger Start-Ups Market

General Electric Co. (NYSE:GE) and Siemens AG (NYSE:SI) are preparing to release their own lines of electric-car charging stations, injecting big-name competition into a nascent business now dominated by little known start-ups.

GE plans to deliver its first electric vehicle charger, called WattStation, this summer and Siemens will roll out its first models of what it calls the Siemens Charge later this year. The conglomerates are trailing a handful of small companies such as ECOtality Inc., Coulomb Technologies and AeroVironment Inc., that have already begun deliveries in California, Texas and Oregon.

Right now, the market is largely dominated by sales to governments building public charging docks. But GE, Siemens and Eaton Corp., another large recent entry, believe that electric-car owners soon will be acquiring chargers for their home at about $1,000 apiece, boosting sales beyond municipalities.

Last year, world-wide sales of charging stations was about $69 million, but the business is expected to reach $1.13 billion by 2013, according to Boulder, Colo., market researcher Pike Research Inc.

"Siemens is extremely strong in the automotive sector. We are extremely strong with electronics," said Ralph Griewing, who leads Siemen's electric vehicle division. "There is a clear picture of a big, big opportunity coming," he said.






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Siemens (NYSE:SI) Growing in Emerging Markets, Maintaining in U.S., Europe

Siemens (NYSE:SI) is maintaining a healthy balance between the old economy maintaining of business, and growth in emerging markets.

To give an idea of the balance, 75 percent of overall sales still came from Europe and the U.S., while approximately 35 percent of new orders in the quarter ending December came from emerging markets.

India was especially strong, generating 160 percent in new orders for Siemens.

The good news for Siemens is if emerging markets falter at any time, they're still positioned strongly in the old economies to hold strong until they rebound.

With growth in one and relative security in the other, they're positioned to go forward strongly.

Siemens was trading at $124.13, down $0.64, or 0.51 percent, as of 12:14 PM EST.