2.12.07: Telecommunications Equipment Report
An analyst and top management from 9 firms examine the Telecommunications Equipment sector in this 40 page report from The Wall Street Transcript.

  1. Telecom Equipment Service Providers - Ari Bensinger, Standard & Poor's Equity Group (US)

  2. CEO Interviews (average 2,500 words): Top management from 9 sector firms examine the outlook for their firm and sector. Firms interviewed include: ADC Telecommunications, Inc., Bookham, Inc., C-COR Inc., Eagle Broadband, Inc., Globecomm Systems, Inc., INX Inc., Lumera Corp., VoIP, Inc. and Zhone Technologies, Inc.

    Topics covered: Traditional voice network equipment - Competitive environment - Internet Protocol Television market - Emerging technologies - Triple play-enabled portfolio - Next-generation network - Sales visibility - Wi-Fi - WiMAX - Broadband power line systems - Unified communication platform for voice and data - Multi-year spending cycle 

    Companies covered: Cisco Systems (CSCO), Nortel Networks (NT), Microsoft (MSFT), ADTRAN (ADTN), ADC Telecommunications (ADCT), Alvarion (ALVR), F5 Networks (FFIV), Polycom (PLCM), NDS Group (NNDS), NICE Systems (NICE) and Juniper Networks (JNPR).
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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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