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Roundtable forum: Telecommunications Services - Mark DeRussy, Raymond James & Associates; Jennifer Fritzsche, Wachovia Securities; Christopher King, Stifel, Nicolaus & Company, Inc.; Todd Rosenbluth, S&P Equity Group
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Communications Services & Technology: Ari Moses, Kaufman Bros., L.P.
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Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
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CEO Interviews (average 2,500 words): Top management from 12 sector firms examine the outlook for their firm and sector. Firms interviewed include: Alaska Communications Systems Group, Inc., C-COM Satellite Systems Inc., Cogent Communications Group, Inc., HickoryTech Corp., LCC International, Inc., Multiband Corp, NaviSite, Inc., Network Installation Corp., Sangoma Technologies Corp., UCN, Inc., Vcom Inc. and Wi-LAN Inc.
Topics covered: New subscriber growth - Network quality branding campaigns - Difficulties of the Sprint-Nextel integration - Integrated telecom carriers - Wireless data outlook - Wireline and wireless bundling - Adding video services - 3G networks and the introduction of 4G - Generation of cash flow and dividends - Growth potential in Latin America - Availablity of capital - Mergers and acquisition activity - Spectrum auctions - Investor interest and concerns - Stock recommendations - Stocks to avoid
Companies covered: ALLTEL (AT), AT&T (T), Verizon, Communications (VZ), US Cellular (USM), Qwest Communications (Q), Sprint Nextel (S), T-Mobile, NII Holdings (NIHD), SBA Communications (SBAC), American Tower (AMT), America Movil (AMX), Commonwealth Telephone Enterprises (CTCO), Leap Wireless (LEAP), CenturyTel (CTL), Telephone & Data Systems (TDS), Suncom Wireless (TPC), Citizens Communications (CZN) and Crown Castle (CCI).
This Issue
costs $175 - and is non-returnable.
The Wall Street Transcript
does not endorse the views of any interviewee nor does it make stock recommendations.
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Andrew Pickup
Publisher
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