- Telecom Services Report - 67 pages of exclusive interviews, featuring:
- Roundtable Forum:
- Telecommunications Services
- Donna Jaegers, Janco Partners, Inc.; Michael Nelson, Stanford Group Company
- Telecom Services Companies
- Timothy Horan, Oppenheimer & Co., Inc.
- Off the Record:
- Communications Services
- Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
- CEO Interviews
- Alaska Communications Systems Group, Inc., Clearfield, Inc., Cogent Communications Group, Inc., ConectiSys Corporation, Cortelco Systems Puerto Rico, Inc., Cyber Digital, Inc., Ditech Networks, Inc., ERF Wireless, Inc., Global Telecom & Technology, Inc., Globalstar, Inc., GTX Corp, Hemisphere GPS Inc., Hostopia.com Inc., Jingwei International Limited, Juma Technology Corp., WPCS International Incorporated
- Topics covered include:
- Valuation vulnerabilities
- Dividend payments
- - Regulatory outlook
- - CLECs vs. Bells
- - Problems at Sprint
- - Competition with cable
- - Wireless substitution
- - Growth in data services
- - New technologies
- - Ethernet
- - Changes in linear video model
- - Cash flow and cap ex
- - M&A activity
- - Outlook for RLECs
- - Reverse auctions
- - Differentiated service offerings
- - Investor interest in the sector
- - Stock recommendations
- - Stocks to worry about
- Companies mentioned include:
- Sprint Nextel (S);
- AT&T (T);
- Verizon Communications (VZ);
- SAVVIS (SVVS);
- MetroPCS (PCS);
- Windstream (WIN);
- Embarq (EQ);
- Time Warner Telecom (TWTC);
- PAETEC (PAET);
- CenturyTel (CTL);
- Citizens (CZN);
- Equinix (EQIX);
- Cbeyond (CBEY);
- Cogent (CCOI);
- QUALCOMM (QCOM);
- Level 3 (LVLT).
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