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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 694.04+0.7%Jan 9 4:00 PM EST
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To: Johnny Canuck who wrote (41204)5/25/2004 1:36:36 AM
From: Johnny Canuck  Read Replies (1) of 69663
 
09:33 WR Hambrecht says carrier and enterprise spending have reached an inflection point; top pick ADTN

W.R. Hambrecht states that it appears that the majority of telecom equipment vendors are increasingly reaping the benefits of a sustained multifaceted industry turnaround. Firm believes that both carrier and enterprise spending have reached an inflection point, driven primarily by renewed demand for bandwidth and new services. Firm expects accelerating demand for new services will offer significant growth opportunities for communications technology vendors. Some of the prevailing demand trends that will drive investments include: strong operational performance; stocks that have underperformed the broader market; carrier spending forecast suggesting continued growth; broadband subscriber trends and spending drivers. Firm's top pick, which they feel best leverages these trends and is poised to show upside to their 2004 estimates, is ADTRAN (ADTN +0.50). The three companies which they feel are uniquely positioned to show substantial growth throughout the remainder of 2004 are F5 Networks (FFIV +0.52) in the traffic management market, Ixia (XXIA unch) in the IP network test and measurement market, and Netopia (NTPA +0.18) in the DSL and WLAN market. Firm would be aggressive buyers of these stocks.
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