 |
The-Adviser.com The place to come for answers™ | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Telecom Equipment -
Watson! Come here By The-Adviser.com - |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SERVICES WHY US |
New York
- Last week as the 1999 Hambrecht & Quist Technical Conference ended, it became
evident that there is a major transformation in market sectors underway. Over the next
several weeks, our analysts will be taking an in-depth look at several technologies
sectors. We will post a summary of our thoughts exclusively on www.The-Adviser.com. This week, we highlight the
telecommunications equipment industry. Spending on communication related equipment will continue to grow at above market growth rates. European and Asian companies are now coming out of the recession and will help fuel the growth. In addition, we expect there to be significant consolidation within the industry. Our belief is that Cabletron and Newbridge Networks will be acquired by European firms. Nothing substantial to report but our analysts are working the story. As noted in our research brief on home networking stocks (Wireless Industry), the market is looking for new leadership and a new place to invest. As a result, money outflows away from this group has been high. As individuals continue to invest on their own, we expect these outflows to continue. Smaller companies in this group, are difficult to understand and are not receiving the same attention as other Internet based stocks. You can not find this trend. This trend will negatively impact these stocks all year long. We would stick to the marquee names such as Lucent, Cisco and Noika. Most of the stocks indicated below have value in a defined trading range which is reflected in the accompanying table as the buy price and target price. Our investment ideas are noted below:
About Us ___________________________________________ Note: The Company does not earn fees for investment recommendations or referrals. Our research reports are prepared for general circulation and are circulated for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Investors should note that income from such securities, if any, may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not necessarily a guide to future performance. The Independent Adviser Corporation, its affiliates, directors, officers, employees and employee benefit programs may have a long or short position in any securities of an issuer or in related investments. Please read our full disclosures by clicking here. |
We expect industry consolidation Asian and European companies are increasing their spending. Open a professionally managed account:
Click here for our Top Ten Investment Picks Financial Advisory Services
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Why should you invest alone?™ |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
The
Independent Adviser Corporation is a Registered Investment Adviser that
specializes in helping individuals, families and businesses develop
investment and financial planning strategies. DO YOU HAVE A QUESTION ABOUT INVESTING? |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Click Here to Visit our Sponsor |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
