9.25.06: Telecom Services Report
A roundtable forum, an analyst, an off the record and top management from 12 firms examine the Telecom Services sector in this 62 page report from The Wall Street Transcript.
  1. 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

  2. Communications Services & Technology: Ari Moses, Kaufman Bros., L.P.

  3. 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.

  4. 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).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 



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