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TODAY: Equity research analyst John Filar Atwood explains how Sprint PCS's
(PCS) strategy for attracting low-credit customers may have backfired. Indeed, PCS and its affiliates are not very popular on Wall Street, and readers can learn more about that by downloading a report from Morgan Stanley on Airgate PCS (PCSA)--see details below. Readers can also see which telecom stocks are popular among Wall Street analysts by checking this week's Top 10 list. ======================== Sponsored by ========================= RETIRE OVERSEAS Live like Royalty on $14 a day. Own an exotic beachfront getaway for $35,000. Enjoy fine dining for $7 a person. Employ a maid or gardener for $2 a day. Free report: http://www.multexinvestor.com/jp.asp?id=nl_TEL020502_A1 ============================================================== Below --------- Investment ideas Broker reports Top 10 Free and sponsored reports ============================================================== Investment ideas ----------------------------------------- 1. Chip wars: Marvell sets its sights on Broadcom (BRCM) Broadcom still dominates the communications chip sector, but Marvell (MRVL) is growing at a torrid clip. By Dave Sterman, equity research columnist Few firms have been able to grow as quickly as Broadcom (BRCM). The communications chip maker saw its sales rise from $42 million in 1997 to more than $1 billion by 2000. Investors who got in early made huge profits as shares of Broadcom rose twenty-fold from its spring 1998 IPO to its 2000 peak. But just as Broadcom is looking to maintain its base of revenues while the communications chip sector experiences a cyclical lull, a previously obscure competitor has managed to grow through the downturn and is setting its sights on the industry's number one spot. Marvell Technology Group (MRVL) has been growing at a torrid clip, having already surpassed the industry's next largest player, PMC-Sierra (PMCS). Click here to read more. http://www.thetelecommanalyst.com/article.asp?docid=6592&;nd=0205 2. Bullish outlook: Exiting 2001 on a high note The telecom sector took it on the chin last year, but some companies gave brighter guidance for 2002. By Dave Sterman For the second straight year, the telecom sector took it on the chin. Many companies are now bagging a fraction of the revenues they garnered just a few years ago. But word has quietly spread that the industry may have bottomed and that 2002 may bring better returns. To find any potential pockets of strength, we used NetScreen Pro, the professional version of Multex Investor's Net Screen (http://www.multexinvestor.com/screen/AScreen.asp), to look for telecom firms that have recently given brighter guidance for the coming year. We can find strong guidance by looking at the body language of analysts. If analysts are raising estimates and raising their ratings, then management is likely providing a more bullish outlook. Click here to read more. http://www.thetelecommanalyst.com/article.asp?docid=6637&;nd=0205 3. Wireless woes: Rising subscriber turnover hurts PCS affiliates Sprint's tougher stance on low credit customers is key factor by John Filar Atwood, equity research columnist Sprint PCS (PCS) has decided to get tough with certain low credit customers. To date, the group getting punished by that decision is not the customers, but Sprint's own regional affiliates. The move has increased subscriber turnover, thereby lowering net customer additions for the likes of AirGate PCS (PCSA), Alamosa PCS (APS) and US Unwired (UNWR). It also has fed investors' perception that there's no growth in sight for wireless stocks. Click here to read more. http://www.thetelecommanalyst.com/article.asp?docid=6705&;nd=0205 4. Good values: East meets west Forget the rumors -- this dynamic duo of far-flung wireless telcos is down but not out By Ben Mattlin, equity research columnist The search for bargains among under-priced telecom stocks can lead fearless investors in surprising directions. Consider the case of two wireless companies traded on the New York Stock Exchange but based at opposite ends of the earth. Both have plunged more than 20 percent in the past four weeks. Yet analysts expect them to post long-term earnings growth of 20 percent or better, and rate them squarely between "buy" and "strong buy," at 1.5. Click here to read more. http://www.thetelecommanalyst.com/article.asp?docid=6198&;nd=0205 ======================== Sponsored by ========================= Enjoy the worlds first fully flat bed in business class, and two FREE tickets. Simply enroll in Executive Club, fly Club World before April 15, 2002, and youll get two free economy tickets to anywhere British Airways flies. Fly Flat. Fly Free. http://www.multexinvestor.com/jp.asp?id=nl_TEL020502_A2 ============================================================== Broker reports ----------------------------------------- 1. SPECIAL REPORT: Lehman Brothers comments on the 2002 growth potential for telecom equip. vendors in China. Lehman discusses how wireless and data-networking equipment vendors should fare in China this year and beyond. Corporate spending, CDMA, handsets, mobile licensing all discussed. Implications for CSCO, MOT, NOK, LU, NT, and more. (9-page report for purchase - $25) Click here. http://www.thetelecommanalyst.com/download.asp?docid=26050081&;nd=0205 2. EDITOR'S PICK: Finding value in wireless Painting a favorable forward-looking picture for the industry, the firm looks at penetration rates, age groups, discusses leaders Sprint (PCS), AT&T (AWE), & Nextel (NXTL), and speculates on consolidation prospects. 13 exhibits. (19-page report for purchase - $50) Click here. http://www.thetelecommanalyst.com/download.asp?docid=26090434&;nd=0205 ======================== Sponsored by ========================= It's here! The Multex Investor Toolbar Now you can get broker research, quotes, charts and company information from anywhere on the Web. http://www.multexinvestor.com/jp.asp?id=nl_TEL020502_A3 ============================================================== Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT: Cisco (CSCO): Good quarter? Kintisheff believes Cisco may have had a good quarter based on purchasing data from both component suppliers and equipment customers. Graphs, charts, and financials. This 9-page report, which usually sells for $25, is free to members for the next 72 hours. Click here. http://www.thetelecommanalyst.com/download.asp?docid=26104706&;nd=0205 2. FREE SPONSOR REPORT: Morgan Stanley explains it's ambivalence towards Sprint PCS (PCS) affiliate Airgate PCS (PCSA). The firm discusses investment strengths and weaknesses and its valuation-based stance in a report available free exclusively to Multex Investor members. Register for the firm's free-research trial to access research on this and other stocks. Click here. http://www.thetelecommanalyst.com/download.asp?docid=20477099&;sid=8&nd=0205 Top 10 ----------------------------------------- Top 10: Most recommended telecommunications stocks This week's selection includes Elastic Networks (ELAS), Network Plus (NPLS), and Itron (ITRI), Network Plus (NPLS) Using NetScreen Pro, the professional version of Multex Investor's Net Screen http://www.multexinvestor.com/screen/AScreen.asp, we sorted for the most recommended stocks in the Multex Investor universe of Telecom stocks according to the highest average recommendation and by valuation. Click here. http://www.thetelecommanalyst.com/article.asp?docid=1502&;nd=0205 ================================================================ Click here to register at Multex Investor: http://www.multexinvestor.com/registration/regWrapA1Basic.asp Click here for The Telecomm Analyst homepage: http://www.thetelecommanalyst.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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