9.8.04: Kaufman Bros. 7th Annual Communications, Media & Technology Conference Issue
4 analysts and top management from 21 sector firms examine communications, media & technology in this 96 page report from The Wall Street Transcript.
  1. Communications Software: Peter Jacobson, Kaufman Bros.
  2. Communications Equipment: Bill Choi, Kaufman Bros.
  3. Outlook for Internet Media Companies: Mark May, Kaufman Bros.
  4. EMS Providers: Brian White, Kaufman Bros.
  5. CEO Interviews (average 2,500 words): Top management from 21 sector firms examine the outlook for their firm and the sector. Firms interviewed include: 24/7 Real Media, ACE*COMM Corporation, Aladdin Knowledge Systems, Audible, BrightPoint, Carrier Access Corporation, chinadotcom corporation, Covad Communications Group, Equinix, FindWhat.com, Intervoice, j2 Global Communications, LookSmart, MIND C.T.I. Ltd., OPNET Technologies, PEMSTAR, Sanmina-SCI Corporation, TippingPoint Technologies, US LEC Corp., ValueClick and Zoran Corporation.
  6. Topics covered: IT spending patterns | VoIP | Growth rate predictions | Branding strategy | Wireline segment | Broadband penetration | General investor attitude | Search market | Large advertisers and search | Banner ads | Outsourcing trends

    Companies covered: MetaSolv (MSLV), Micromuse (MUSE), Amdocs (DOX), Lightbridge (LTBG), Visual Networks (VNWK), Management Network Group (TMNG), Adtran (ADTN), Netopia (NTPAE), Westell (WSTL), FindWhat.com (FWHT), EarthLink (ELNK), Google (GOOG), Infospace (INSP), aQuantive (AQNT), Yahoo! (YHOO), Flextronics (FLEX), Sanmina-SCI (SANM).
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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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