January 17, 2014

Topics covered: Tower Cell Splitting, Next Phase of 4G Buildout, New Site Leasing Activity, Integrated Wireless Platforms, Increased Competition in Wireless Space, Global Wireless Spectrum Allocation, Consolidation of Components, 4G Infrastructure Capital Expenditures

Companies covered: Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Atmel Corporation (NASDAQ:ATML), Texas Instruments Incorporated (NASDAQ:TXN), QUALCOMM Incorporated (NASDAQ:QCOM), NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Intel Corporation (NASDAQ:INTC), America Movil, S.A.B. de C.V. (NYSE:AMX), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), Crown Castle International Corporation (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), magicJack VocalTec Ltd (NASDAQ:CALL)

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