Consolidations May Rise As Data & Spectrum Demand Increases
TWST: What is your coverage in the wireless sector?
Mr. Chaplin: I cover the communication services sector that includes AT&T (T), Verizon (VZ), Sprint (S), Clearwire (CLWR), Leap (LEAP), and MetroPCS (PCS). 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?