9.24.01: Communications Equipment Issue
Five analysts and top management from thirty-two sector firms examine the Communications Equipment sector in this special 150-page issue from The Wall Street Transcript.

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  1. Communication Equipment - In an in-depth (11,000 words) Analyst Roundtable, James Jungjohann, Director and Senior Telecommunications Equipment Analyst at CIBC World Market and James Parmelee, Managing Director at Credit Suisse First Boston, examine the outlook for the sector including impact of telecommunications deregulation, supply/demand situation and share specific stock recommendations.
  2. Communications Equipment Stocks - In an in-depth (3,100 words) Analyst Interview, Greg Mesniaeff, Senior Vice President at SunTrust Robinson-Humphrey, examines the outlook for the sector and shares specific stock recommendations.
  3. Optical Components & Systems Vendors - In an in-depth (4,800 words) Analyst Interview, John Butler, Analyst covering the optical networking sector at SG Cowen Securities Corporation, examines the outlook for the sector and shares specific stock recommendations.
  4. Communications Services - In an in-depth (3,300 words) Analyst Interview, Gary Jacobi, Director at Deutsche Banc Alex. Brown, Inc., examines the outlook for the sector and shares specific stock recommendations.
  5. The TWST confidential Off-The-Record survey of management performance at fourteen sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    3Com, Advanced Fibre Communications, CIENA, Cisco Systems, Extreme Networks, Juniper Networks, Lucent Technologies, Motorola, Nokia, Nortel Networks, Palm, QUALCOMM, LM Ericsson Telephone, Turnstone Systems
  6. CEO interviews (average 2,500 words). Top management of thirty-two sector firms examine the outlook for their firm and the sector. Firms include:
    C-COR.net, Aastra Technologies, AltiGen Communications, Brightpoint, Brooktrout, Channell Commercial, CIDCO, COM DEV International, Com21, Cyber Group Network, Datamarine International, Digital Recorders, Eagle Wireless, Eiger Technology, Electronic Systems Technology, Electronic Tele-Communications, EMS Technologies, Globecomm Systems, Globus Wireless, ISCO International, NCT Group, Paradyne Networks, Pen Interconnect, Pro Tech Communications, Spectrum Signal Processing, SPEEDCOM Wireless, Teltone, Vianet Technologies, Viseon, WaveRider Communications, Westell Technologies, Marex
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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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