2009-11-02: Telecommunications Services & Equipment Report
3 leading Analysts; and top management from 3 Sector Firms
examine this vital industry in this 24 page report from The Wall Street Transcript.
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A Challenging Outlook for Telecom Carriers Chandan Sarkar - Auriga USA, LLC
Investing in Telecom Services Christopher King - Stifel, Nicolaus & Company
Wireless and RLECs in Telecom Michael Nelson - Soleil Securities
CEO and SVP Interviews (average 2,500 words): top management from 3 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Axesstel, Inc., Ciena Corporation, ERF Wireless, Inc., and Knology, Inc.
Topics covered: Telecom Carriers VS. Telecom Equipment Vendors - Increased Competition Hurts Profitability Among Telecom Carriers - Net Neutrality Battle - New Telecom Players Apple & Google - High-Growth Opportunity In Latin American Market - Rural Local Exchange Carriers - Fierce Wireless Competition - Significant Deceleration In Wireless Subscriber Growth - Upgrade To 4G - Secular Decline In RLEC Sector - Regulatory Environment - Unlimited Pay-In-Advance Segment Is Fastest-Growing In Wireless
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Companies covered: Ciena Corporation (CIEN); AT&T (T); Alcatel (ALU); Apple (AAPL); CenturyLink (CTL); Clearwire (RLWR); Comcast (CMCSK); Consolidated Communications (CNSL); ERF Wireless (ERFW.OB); Frontier Communications (FTR); Google (GOOG); Intel (INTC); Iowa Telecom (IWA); Knology (KNOL); Leap Wireless (LEAP); Liberty Global (LBTYA); MetroPCS (PCS); Millicom (MICC); NII Holdings (NIHD); Nortel (NTL); Sprint (S); T-Mobile (DT); Telefonica (TEF); Tellabs (TLAB); Time Warner Cable (TWC); Time Warner Cable (TWX); TracFone (AMX); Verizon (VZ); Wal-Mart (WMT); Windstream (WIN).
