Outlook for Telecom Equipment: Raimundo Archibold Jr., Kaufman Bros., LP

Wireless Equipment Companies: Lawrence M. Harris, Oppenheimer & Co., Inc.

Outlook for Communications Equipment Companies: Jim Kelleher, Argus Research

CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: ADDvantage Technologies Group, Inc., Brightpoint, Inc., Endwave Corporation, Optelecom-NKF, Inc., Telular Corporation.

Topics covered: AT&T capital spending below plan - Deceleration in wireless spending in general - Incremental expansion of network coverage - Capacity buying - Continued expansion of voice services - Triple play offerings - Video deployments - Mobile devices - Infrastructure equipment - Satellite equipment - The smartphone market - Entry-level devices - Increased numbers of subscribers in emerging markets - The holiday selling season - Network infrastructure - Global economic turmoil - Good long-term trends

Companies covered: Alcatel-Lucent (ALU), Alvarion (ALVR), Apple (AAPL), ARRIS (ARRS), AT&T (T), C-COR (CCBL), Ciena (CIEN), Cisco Systems (CSCO), Corning (GLW), Ericsson (ERIC), Google (GOOG), Harris (HRS), Juniper Networks (JNPR), Motorola (MOT), Nokia (NOK), Nortel (NT), QUALCOMM (QCOM), Research in Motion (RIMM), Samsung, Sprint (S), Tellabs (TLAB), Texas Instruments (TXN), UTStarcom (UTSI), and Verizon (VZ).