12.11.00: Communications Equipment Issue
Four leading analysts and top management from seventeen sector firms examine the outlook for Communications Equipment companies in this special 92-page issue from The Wall Street Transcript.

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  1. Communications Equipment - In an in-depth (10,600 words) Analyst Roundtable, Christin Armacost, Director at SG Cowen, Lawrence Harris, Vice President at Josephthal & Co., Inc., James Kedersha, Managing Director of Equity Research at Adams, Harkness & Hill, and Kenneth Leon, Global Sector Head with ABN AMRO, Inc., examine the outlook for the sector, including broadband optical transport, video-on-demand cable equipment, and share specific stock recommendations.
  2. The TWST confidential Off-The-Record survey of management performance at eighteen sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    3Com, Aeroflex, Agilent Technologies, Cabletron Systems, Cisco Systems, C-COR.net, Extreme Networks, Exodus Communications, F5 Networks, Foundry Networks, InterNAP Network Services, Juniper Networks, Lucent Technologies, Metro One Telecommunications, Newport, Nortel Networks, Packeteer, Veeco Instruments
  3. CEO interviews (average 2,500 words). Top management of seventeen sector firms examine the outlook for their firm and the sector. Firms include:
    ADTRAN, Advanced Switching Communications, Alcatel, @ Comm, Avici Systems, Inter-Tel, PointOne Telecommunications, Cognitronics, Bogen Communications International, Brooktrout, DMC Stratex Networks, Optical Cable, RF Industries, Sonus Networks, Telstra, Vertel, VINA Technologies
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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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