Wireless Communications & Telecom

July 23, 2012

Buy ($175)

Topics covered: Tower Cell Splitting, Telco Dividend Yields, Global Wireless Spectrum Allocation, 4G Infrastructure Capital Expenditures

Companies covered: Gilat Satellite Networks Ltd. (NASDAQ:GILT), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), Research In Motion Ltd., RF Micro Devices Inc., QUALCOMM Incorporated (NASDAQ:QCOM), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), Windstream Holdings, Inc. (NASDAQ:WIN), MetroPCS Communications Inc., Leap Wireless International In, Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Vodafone Group Plc (NASDAQ:VOD), TIM Participacoes S.A. (NYSE:TSU), Alcatel Lucent (NYSE:ALU), ARC Group Worldwide, Inc. (NASDAQ:ARCW)