Mr. Chaplin: I cover the communication services sector that includes AT&T, Verizon, Sprint, Clearwire, Leap, and MetroPCS. I basically cover all the big telecom companies.
TWST: What are the major investment themes you are watching in the communication services sector right now?
Mr. Chaplin: There are a couple of the big themes that we're watching right now. One is the evolution of data demand and the impact that has on spectrum, and how having or not having spectrum might shift competitive dynamics in the industry. That's probably one of the biggest themes that we're focused on at the moment. I think it has huge implications for the industry going forward.
A secondary theme that we're focused on is the evolution of the prepaid space. Our view is that as share shifts from postpaid to prepaid, we're going to see the competitive dynamics in that piece of the industry shift interestingly as well.
Tickers included in this excerpt: CBB, CLWR, CTL, CTQ, DISH, DTE.DE, LEAP, LVLT, PCS, QCOM, S, T, TWTC, USM, VZ
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