7.18.05: Wireless Equipment Report
A roundtable forum, an analyst and top management from 10 firms examine the Wireless Equipment sector in this 64 page report from The Wall Street Transcript.

  1. Roundtable Forum: Todd Koffman, Raymond James & Assoc.; Brian Modoff, Deutsche Bank Securities

  2. Outlook for Communications Technology: Mark Sue, RBC Capital Markets

  3. CEO Interviews (average 2,500 words): Top management from 10 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Airspan Networks, Axesstel, Inc., Certicom Corp., COM DEV International, Globecomm Systems Inc., Network Equipment Technologies, Stratex Networks, Stratos International, Telular Corporation and Zoom Technologies.

    Topics covered: New subscriber patterns  - Feature-rich phones  - Asian vendors  - International markets  - WCDMA  - Inventory levels  - 3G subscribers  - Infrastructure spending 

    Companies covered: Motorola (MOT), Verizon Communications (VZ), Nextel Communications (NXTL), Sprint (FON), Vodafone (VOD), Loudeye (LOUD), Nokia (NOK), Nortel Networks (NT), QUALCOMM (QCOM), Powerwave Technologies (PWAV), SiRF Technology (SIRF), Brightpoint (CELL) and Walt Disney (DIS).
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