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Epoch Direct Archives
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]
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]
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]
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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A Software Slowdown? |
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Have We Hit a "Glass Ceiling?" |
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The Ugly, Bad, and the Good |
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Review of Roam: Industry Standard Conference |
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Software Socked, But Will Rebound Quickly |
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How Times Have Changed: A Review of OFC 2001 |
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Try a Pair Trade to Trim Risk |
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A New Era for the Unreasonable? |
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The B2B Square Dance |
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2001: Make or Break |
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eBigger, eBetter |
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Whistling Past the Graveyard |
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Analysis of the Paralysis |
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Broadband Earnings Season: Half-Time Report |
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The Economic Jury Is Still Out |
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Get Over Those Wireless Data Hangups |
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Was That the Other Shoe That Dropped? |
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2001: An Optics Odyssey |
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Tis' the Season . . . For a Crisis |
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Have We Hit Bottom? |
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Consortium.org? |
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eBay and Amazon -- What's in a Multiple? |
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Lessons from the Recent Volatility in Optical Component Shares |
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