11.8.04: Wireline Equipment Report
2 analysts and top management from 5 firms examine the Wireline Equipment sector in this 32 page report from The Wall Street Transcript.

  1. Telecom Equipment & Data Networking: Mark Sue, RBC Capital Markets

  2. Wireline Communications Equipment: Joanna Makris, Adams Harkness

  3. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Glenayre Technologies, Inter-Tel, Optelecom, Sonus Networks and WorldGate Communications.

    Topics covered: Wireline demand  - Pricing wars  - Fiber networks  - Domestic manufacturing  - Profitability  - Request for Proposals  - Video on demand  - SONET market  - Enterprise networking 
    Companies covered: Cisco Systems (CSCO), Juniper Networks (JNPR), Foundry Networks (FDRY), Motorola (MOT), Nokia (NOK), Andrew (ANDW), CyberGuard (CGFW), Verizon Communications (VZ), Lucent Technologies (LU), Nortel Networks (NT), Packeteer (PKTR), Alcatel (ALA), ADTRAN (ADTN).
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