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TODAY: According to frequent contributor Dave Sterman, the
buzz today concerns growth rates in wireless and the potential impact on smaller regional players like Ubiquitel (UPCS), and Airgate PCS (PCSA). Also, equity research columnist Ben Mattlin reports on high-flying European telcos enjoying "buy" ratings. Of note, Qualcomm (QCOM) figures prominently in our Top 10 most recommended list, and is the subject of a glowing report from Morgan Stanley, which Multex Investor members like you can read by registering for the firm's free research trial. See below. ======================== Sponsored by ========================= Rip-Roaring Returns from the Post-September 2001 Rebound! Few profited as handsomely as Steve Harmon in today's market turnaround. For instance, his portfolio of travel security stocks is up an incredible +88% since 9/01. And the best is yet to come! Get a jump on 2002 with a FREE 30-day trial: http://www.investools.com/c/go/BRBN/MTEX3A-brbnTD1?s=S601 ============================================================== Investment ideas Broker reports Top 10 Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. Beltway blues: Regulatory roadblocks loom for RBOCs Hating Ma Bell has never gone out of style By Dave Sterman, equity research columnist The slowing economy has been a boon for at least one segment of the telecom world. The Regional Bell Operating Companies (RBOCs) saw many smaller competitors go bankrupt in 2001, and their purchasing costs fell as telecom equipment vendors were forced to lower prices to win business. That left management of these firms sitting in the catbird seat as we head into 2002. But hold the phone. Washington appears set to deliver a series of regulatory setbacks to RBOCS such as SBC Communications (SBC), BellSouth (BLS), Qwest Communications (Q) and Verizon (VZ). Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=5791&;nd=0115 2. International wires: New euros resolutions Three European telcos start the year with new "buy" ratings. But will they stick? By Ben Mattlin, equity research columnist After a lackluster 2001, the new year started off with a bang for many European telcos. In the first week of 2002, a screen of those with an average analyst rating of 2 ("buy") or better reveals three newcomers. Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=5788&;nd=0115 3. Buyout opportunities: Big fish, little fish As growth in wireless slows, investment bankers may get busy By Dave Sterman, equity research columnist News that a few small wireless carriers just reported weak Q4 subscriber results may seem insignificant. But it should be viewed as a defining moment for the next phase of the wireless industry: consolidation. As growth slows, the larger carriers appear set to gobble up the smaller carriers in a bid to maintain growth. The industry's structure holds the key. Big carriers such as Sprint PCS (PCS), Nextel Communications (NXTL) and AT&T Wireless (AWE) have entered into agreements with 'affiliates.' These affiliates are run by entrepreneurs that got the green light to raise capital and launch service in areas not served by their bigger counterparts. For example, Alamosa Holdings (APS), Ubiquitel (UPCS), and Airgate PCS (PCSA) all operate in conjunction with national player Sprint PCS. They benefit from a national marketing plan, and get paid by the minute when callers roam into their territorial networks. Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=5861&;nd=0115 4. Beating the odds: Amid industry funk, satellite radio makes dazzling debut Analysts expect near-term pullback, but like the segment's potential by John Filar Atwood, equity research columnist Perhaps you missed it. Amid the turmoil and growing economic uncertainty of late 2001, XM Satellite Radio (XMSR) completed one of the most successful consumer electronic product launches in years. The company completed the national rollout of its digital audio radio service, which delivers digital quality radio to cars via satellite. XMSR now offers 100 channels coast to coast for a fee of $9.99 per month. Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=5895&;nd=0115 ======================== Sponsored by ========================= Scottrade rated #1 Brokerage by Kiplinger's Personal Finance. Visit Scottrade.com NOW to learn more! With top-rated service through 146 offices and competitive pricing with $7 trades, choose Scottrade as your broker! Scottrade offers 8200 Mutual Funds with NO TRANSACTION FEES, no fee IRAS, no inactivity fees and $25,000,000 in account protection. http://www.scottrade.com/index.asp?supbid=5454 ============================================================== Broker reports ----------------------------------------- 1. WHAT'S HOT?: The Cisco shift This report examines IP infrastructure spending, the next-gen Internet and network architecture layers, Cisco's strategic alliances and mobile business customer targets, and advanced e- services and content applications. (2-page report for purchase - $5) http://www.thetelecommanalyst.com/download.asp?docid=5676705&;nd=0115 2. SPECIAL REPORT: AT&T (T): Pure value Lehman takes a comprehensive look at T, with analysis of the various parts of the company including business and consumer services, detailed coverage of the pending broadband deal, and an overall valuation opinion. (13-page report for purchase - $50) http://www.thetelecommanalyst.com/download.asp?docid=5711628&;nd=0115 ======================== Sponsored by ========================= Get 10 FREE issues of Investor's Business Daily. More than just a newspaper, Investor's Business Daily is a unique research tool designed to identify winning stocks with insightful charts and ratings you can't find anywhere else.This offer carries no obligation and there's nothing to cancel. http://ibd.infostreet.com/cgi-bin/freeoffer.cgi?source=A362GGL ============================================================== Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT: CIBC explains its sector optimism and why it sees fundamentals improving. It explains the rationale for its top picks in 2002, one of which is 'strong-buy' rated AT&T (T). This 12-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.thetelecommanalyst.com/download.asp?docid=25921298&;nd=0115 2. FREE SPONSOR REPORT: The firm argues that "QCOM should be a core holding because of the company's dominant position in essential elements of next-generation wireless technology." Register for the firm's free research trial to read key investment strengths and risks associated with this stock, as well as many others. http://www.thetelecommanalyst.com/download.asp?docid=4708130&;sid=8&nd=0115 Top 10: Most recommended telecommunications stocks ----------------------------------------- Top 10: Most recommended telecommunications stocks This week's selection includes Crown Castle International (CCI), Leap Wireless (LWIN), and Verizon Communications (VZ). Presenting the latest valuation and analyst recommendation data from Multex's proprietary stock-screening tool applied to the universe of The Telecomm Analyst stocks. See tables sorting the top 10 stocks according to the highest average recommendation. http://www.thetelecommanalyst.com/article.asp?docid=1502&;nd=0115 ================================================================ Click here to register at Multex Investor: http://www.multexinvestor.com/registration/regWrapA1Basic.asp Click here for The Telecomm Analyst homepage: http://www.multexinvestor.com/Analysts/HomeTTA.asp If you'd like to learn more about Multex Investor, please visit: http://www.multexinvestor.com/welcome.asp If you can't remember your password and/or your user name, click here: http://www.multexinvestor.com/lostinfo.asp If you want to update your email address, please click on the url below: http://www.multexinvestor.com/edituinfo.asp ================================================================ To remove yourself from this mailing list, please REPLY to THIS email message with the word UNSUBSCRIBE in the subject line. 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