Technology >> Analyst Interviews >> October 19, 2012
More Device and Revenue Growth to be Driven by Data Usage over Next Few Years
Philip Cusick is a Managing Director at J.P. Morgan covering U.S. telecommunications services. Before joining J.P. Morgan, he spent eight years at Bear Stearns and two years at Macquarie Group covering telecom as well as global telecom equipment. He placed first in the Institutional Investor 2005 and 2006 All-America research polls for U.S. wireless services, was ranked in telecom services and wireless equipment in the 2007 survey, and ranked in the 2010 survey for wireless equipment. He was also recognized for his stock picking in The Wall Street Journal's 2005-2008 Best on the Street surveys. Before joining Bear Stearns, Mr. Cusick worked as a Management Consultant for PricewaterhouseCoopers in the information technology group. Phil earned an MBA in finance from New York University and a B.S. in chemical engineering from the University of Michigan, and has earned the CFA designation. Profile
TWST: Would you begin with a brief introduction to your coverage, including some of the specific names you follow?
Mr. Cusick: We cover sort of a telecom and cable core. So