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Roger Conrad,
03.22.08, Positive Outlook
But we've seen fourth quarter numbers and indications are that things are still pretty steady, which means indications for the first quarter are good. There haven't been a whole lot of bad regulatory decisions.
Roger Conrad,
02.29.08, Telecoms Showing Recession Resilience
Telecom companies--essential services--have been
downgraded across the board with a lot of skepticism since last peak in early
2000. But this is a group that's really showing its recession resiliency
against the expectations of Wall Street, and the proof is in the numbers.
There's been talk about broadband disconnects and lower revenue in the wireless
business, but it's all been refuted in 4th quarter earnings--no real damage to
date.
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