VoIP Shows Changing Face of Sector in Wall Street Transcript Communications Issue
March 15th, 2006 - Posted in VoIPThe Wall Street Transcript has just published a 19-page VoIP report as part of its Wireline Equipment issue, a report offering a timely review of the sector to serious investors and industry executives. This feature contains expert interviews with 3 leading analysts. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics include: Cash flow and dividends, Telcos and video, Cable and VoIP, Competitive environment, Revenue generation and cost reduction, Need for end-to-end solutions, Move from best of breed to more integrated solutions, Fixed wireless convergence network, Industry consolidation, Niche acquisitions, Fiber and video growth areas, Impact of Google and Vonage, Stock recommendations, Companies to avoid. VoIP: Voice and data convergence,Residential/consumer pricing, Market penetration, E-911 services, Virtual private networks (VPNs), Enterprise marketplace, Average revenue per user (ARPU), Wiretapping, stocks to watch, stocks to avoid.
Companies include: 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), Ciena (CIEN), RCN Corporation (RCNI), Innofone.com (INFN), Cbeyond Communications Inc. (CBEY), Consolidated Communications Holdings INC (CNSL), eLEC Communications Corporation (ELEC), Equinix Inc. (EQIX), Manaris Corporation (MANS), NMS Communications Corporation (NMSS), Polycom Inc. (PLCM), Sangoma Technologies Corporation (STC:TSX), Talk America Holdings Inc. (TALK), 3D Systems Corporation (TDSC), UCN INC (UCNN), YAK Communications Inc. (YAKC). Analysts Include: Joseph Chiasson, Susquehanna Financial Group; Tim Daubenspeck, Pacific Crest Securities; Kenneth Muth, Robert W. Baird & Co; Ari Moses, Kaufman Bros., LP, Jonathan Schildkraut, Jefferies & Company, Troy Jensen, Piper Jaffray & Co.