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VOLUME 2 | ISSUE 23 | JUNE 11, 2001  |
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Epoch Direct Front Page Heard on the Desk Company Highlight Epoch Direct Archives Subscribe |
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Epoch Direct Archives
Sun Tzu: The Art of ... Components?
By Mark Verbeck, Managing Director, Senior Analyst
06/04/01
Senior analyst Mark Langley takes a page -- or twenty -- from "The Art of War" by Sun Tzu, an acclaimed military strategist more than 20 centuries ago, to see how his principles apply in the contemporary communications equipment battlefields. [more or PDF]
Back to the Future:
Digital Island Deja Vu?
By Mark Langner, Managing Director, Senior Analyst
05/28/01
Does CWP's $340 million deal signal the return of the go-go 1990s, when large-cap telcos spent big money on cable, long distance, and local telecom assets? Mark Langner has a "custom-fit" answer. [more or PDF]
Changing of the Guard: Converged Networks
By Richard Shannon, Associate Analyst
05/21/01
Network convergence should enable rapid, dramatic shifts in market share, refiguring the comm. equipment industry. Epoch’s Richard Shannon outlines the meat of the matter and offers guidelines for investors. [more or PDF]
Handheld Devices: Relief Is in Sight
By Matthew Adams, CFA, Vice President, Analyst
05/14/01
Bad news has followed bad news lately for PDA makers, but Matthew Adams argues that the coming months should bring new products and clear the way for a market rebound. [more or PDF]
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