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Analyst Perspective - Session 3 - Optical Stocks (13 mins)


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analyst-perspective-cisco-om-malik.mp3

We are seeing some action on the Optical Stocks and Om Malik's recent post points out some good reasons why. In this podcast we talk about Om's assessment of Cisco's broadband positioning we also talk about ADC Telecom's opportunities which from what I can see may be undervalued today.

Want to see some coverage on a public US stock in the tech space? Send an email to erik@REMOVEsipthat.com or leave a comment.

Analyst Perspective - Session 2


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voip-analyst-03-31-06-final.mp3

Today Angelo covers a ripe market ready for consolidation. We discussed Lucent/Alcatel, Juniper/Peribit and more. Who’s' next and why? Qwest/Vonage is discussed and Angelo uncovers some more evidence that might suggest that Qwest is looking at Vonage.

We talk about some private companies as well including Riverbed, a WAN optimizer appliance manufacturer. Angelo and I both like Riverbed but it is unlikely we will see anyone buy them anytime soon, more likely is an IPO.

Angelo touches on Vendor Competitor implications and some high levels thoughts on valuation. Stay tuned next week as we wrap-up VON Canada and provide some profiles on some of the Canadian players in the VoIP market.

As we hone this program we will begin introducing Angelo's Top 3 Picks and some deeper analysis on those companies. Stay tuned for that mid-summer '06.

Want to see some coverage on a public US stock in the VoIP space? Send an email to erik@REMOVEsipthat.com or leave a comment.


Analyst Perspective
with guest Angelo Liberatore

This is the second half of the first session. The original posting is listed directly below this posting.

VoIP-Analyst-Perspective-1b.mp3 (Part 2)

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Analyst Perspective
with guest Angelo Liberatore

I have somehow managed to convince Angelo Liberatore to join me once a week for a podcast that we call "Analyst Perspective". Angelo will be reporting on current market activity surrounding VoIP and related technology.

In order to kick off this new podcast Angelo and I took the opportunity to talk about Spring VON '06 and some of the companies that were there.

We talk about the reality of IMS and how the various players are positioning for this. We comment on Nortel's current situation and how the Lucent / Alcatel merger will affect the market. This podcast is quite diverse and covers a great deal of ground. I have broken the segment into to parts for easier downloading and listening. Part 2 of this segment will follow soon.

Every week, starting today, you can look forward to the Analyst Perspective. Next Monday we will have a little more structure. Angelo will be reporting on specfic companies topics and we will try and keep it under 15 minutes. We hope you enjoy listening in as we peel the layers back on some of the industry's most interesting companies.

VoIP-Analyst-Perspective-1a.mp3 (Part 1)

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