1 roundtable forum, 3 analysts and 22 sector firms examine the Telecommunications Equipment segment in this 121-page report from The Wall Street Transcript.
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Roundtable Forum - Telecommunications Equipment: Eric Kainer, ThinkEquity; Mark McKechnie, American Technology Research; Pablo Perez-Fernandez, Global Crown Capital, LLC
Telecom & Cable Access-Oriented Technologies: Blair King, Avondale Partners, LLC
Outlook for Wireless & Data Networking: Samuel C. Wilson, JMP Securities LLC
Communication Tower Companies: Clayton Moran, Stanford Group Company
Off the Record - Telecommunications: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
CEO Interviews (average 2,500 words): Top management from 22 sector firms examine the outlook for their firm and sector. Firms interviewed include: 8x8, Inc., ADC Telecommunications, Inc., ATSI Communications, Inc., Clearfield, Inc., Cogent Communications Group, Inc., DDS Wireless International Inc., EMS Technologies, Inc., FiberTower Corporation, Glowpoint, Inc., i2 Telecom International, Inc., Iowa Telecommunications Services, Inc., Juma Technology Corp., Leap Wireless International, Inc., Location Based Technologies, Inc., Loral Space & Communications Inc., MacroSolve, Inc., NetSymphony Corporation, PCTEL, Inc., Scopus Video Networks Ltd., Telanetix, Inc., Verizon Communications Inc., XETA Technologies, Inc.
Topics covered: Cash flow generation for service providers - Wireline and wireless capital equipment outlook - Decline in handset sales - Sales of smartphones expected to slow - Handset subsidies - 3G enabled netbooks - New telecom technologies - LTE ecosystem & 4G - Bandwidth spectrum auctions - Impact of China's downturn - Small cap companies - Stock picks - Investor interest
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Companies covered: QUALCOMM (QCOM); Research in Motion (RIMM); Motorola (MOT); Nokia (NOK); Alvarion (ALVR); Acme Packet (APKT); MasTec (MTZ); Smith Micro (SMSI); Clearwire (CLWR); Palm (PALM); Juniper Networks (JNPR); Syniverse (SVR); Alcatel-Lucent (ALU); Nortel Networks (NT); AT&T (T); Verizon Communications (VZ); Ericsson (ERIC); Cisco Systems (CSCO); Qlogic (QLGC); Riverbed (RVBD); Ixia (XXIA); Emulex (ELX); Ciena (CIEN).


