Our special focus this week at TWST is on the communication services space. As we do regularly, we asked the analysts and CEOs we interviewed to give us their own personal picks in this space, anonymously. Here’s what they had to say this week:

Cisco Systems Inc:

“I would say it’s probably a company like Cisco. Everywhere we go, we see Cisco. They must be doing something right to be able to penetrate that many different
markets.”"I’d pick Cisco. They are a fierce competitor and a marketing machine.”

CyberOptics (CYBE):

“It’s not directly in my industry, but there is a company called CyberOptics. I think it’s well positioned, well run, very conservative, and they’re in a very good position right now to be able to apply some of their asset base to move on. Kitty Iverson is a fabulous CEO and has a good history of being able to guard the assets of the shareholders she represents and to plan for them effectively moving forward.”

Focus Media Holdings Ltd. (FMCN):

“In the same industry, I think Focus Media definitely is one of the well managed companies. They are able to attract the industry talent. I mean, most people would like to work for Focus Media. And the other part is that the management has been able to keep the company growing at more than 100%.”

For the full Off The Record report from CEOs and Analysts from this week’s  Communication Services, featuring more exclusive stock picks, click here.   

This entry was posted on Tuesday, July 22nd, 2008 at 5:23 pm and is filed under Technology Stocks. You can follow any responses to this entry through the RSS 2.0 feed.