2.13.06: Wireline Equipment Report/ VOIP Report
A roundtable forum and top management from 14 firms examine the Wireline Equipment sector in this 75 page report from The Wall Street Transcript.   PLUS: 3 analysts examine the VoIP sector in this additional 19 page report.

  1. Roundtable Forum: Joseph Chiasson, Susquehanna Financial Group; Tim Daubenspeck, Pacific Crest Securities; Kenneth Muth, Robert W. Baird & Co.

  2. CEO Interviews (average 2,500 words): Top management from 14 firms examine the outlook for their firm and sector. Firms interviewed include: RCN Corporation, Innofone.com, Inc., Cbeyond Communications, Inc., Consolidated Communications Holdings, Inc., eLEC Communications Corp., Equinix, Inc., Manaris Corporation, NMS Communications Corporation, Polycom, Inc., Sangoma Technologies Corporation, Talk America Holdings, Inc., 3D Systems Corporation, UCN and Yak Communications Inc.

    Topics covered: Cap ex cycle - Broadband video - VoIP - IPTV architecture - Integrated solutions - Best-of-breed products - M&A activity - The P&L issue - Institutional interest

     Companies covered: Google (GOOG), Verizon (VZ), Sprint (S), Comcast (CMCSA), Telstra (TLS), Cisco (CSCO), Lucent (LU), Alcatel (ALA), Microsoft (MFST), ADC Telecommunications (ADCT), Tellabs (TLAB), Tekelec (TKLC) and Ciena (CIEN).

  3. Consumer, Business & Carrier VoIP: Ari Moses, Kaufman Bros., LP

  4. The Impact of VoIP on the Communications Market: Jonathan Schildkraut, Jefferies & Company

  5. The Outlook for Voice Over IP: Troy Jensen, Piper Jaffray & Co.

    Topics covered: Voice and data convergence - Residential/consumer pricing - Market penetration - E-911 services - Virtual private networks (VPNs) - Enterprise marketplace - Average revenue per user (ARPU) - Wiretapping

    Companies covered: eBay (EBAY), Google (GOOG), Verizon (VZ), Time Warner (TWX), Cablevision (CVC), Equinix (EQIX), j2 Global Communications (JCOM), WebEx Communications (WEBX), Microsoft (MFST), Time Warner (TWX), Alltel (AT), Sprint (S), General Communication, Inc. (GNCMA), Talk America (TALK) and Lucent (LU).
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