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Goldman Sachs - TMT Handbook  关闭 [推广有奖]

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fwl43 发表于 2008-4-16 04:49:00 |AI写论文

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[此贴子已经被作者于2008-4-16 5:09:26编辑过]

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沙发
fwl43(未真实交易用户) 发表于 2008-4-16 04:53:00
目录请参见第三和第四楼。
这是个对TMT行业很有深度的研究，
最后还有许多最新的研究成果。
各位如果有需要的，可以参考。

文件格式：pdf

[此贴子已经被作者于2008-4-16 5:35:39编辑过]
藤椅
fwl43(未真实交易用户) 发表于 2008-4-16 05:09:00

Contents

260 Pages


TMT summary recommendations............................................................................................................................................................4


Telecom Sector

Telecom relative value...............................................................................................................................................................................6

Telecom technicals ....................................................................................................................................................................................7

Telecom ratings .........................................................................................................................................................................................8

Telecom equity performance ..................................................................................................................................................................10


Companies

AT&T Inc. ................................................................................................................................................................................................12

CenturyTel ..............................................................................................................................................................................................18

Citizens Communications ......................................................................................................................................................................24

Cricket Communications........................................................................................................................................................................30

Embarq ...................................................................................................................................................................................................36

Qwest Communications International ..................................................................................................................................................42

Rogers Communications .......................................................................................................................................................................48

Sprint Nextel Corporation......................................................................................................................................................................54

TELUS Corporation................................................................................................................................................................................60

Verizon Communications ......................................................................................................................................................................66

Windstream Corp. ..................................................................................................................................................................................72


Media Sector

Media relative value.................................................................................................................................................................................80

Media technicals ......................................................................................................................................................................................81

Media ratings ...........................................................................................................................................................................................82

Media equity performance ......................................................................................................................................................................83


Companies

Belo Corp. ...............................................................................................................................................................................................84

CBS Corporation ...................................................................................................................................................................................90

Comcast Corporation.............................................................................................................................................................................96

Gannett Company, Inc. ........................................................................................................................................................................102

Interactive Corp....................................................................................................................................................................................108

McClatchy Co. ......................................................................................................................................................................................114

The McGraw-Hill Companies, Inc........................................................................................................................................................120

News Corporation................................................................................................................................................................................126

New York Times...................................................................................................................................................................................132

Time Warner Cable ..............................................................................................................................................................................138

Time Warner Inc...................................................................................................................................................................................144

Viacom Inc. ...........................................................................................................................................................................................150

The Walt Disney Company ..................................................................................................................................................................156

[此贴子已经被作者于2008-4-16 5:12:32编辑过]
板凳
fwl43(未真实交易用户) 发表于 2008-4-16 05:13:00

Technology Sector

Technology relative value ...................................................................................................................................................................163

Technology summary of financial comparison..................................................................................................................................164

Technology technicals .........................................................................................................................................................................166

Technology ratings ..............................................................................................................................................................................167

Technology equity performance .........................................................................................................................................................168


Companies

Arrow Electronics.................................................................................................................................................................................170

CA Inc....................................................................................................................................................................................................176

Cisco Systems ......................................................................................................................................................................................182

Computer Sciences ..............................................................................................................................................................................188

Corning Inc. ..........................................................................................................................................................................................194

Deluxe Corp..........................................................................................................................................................................................200

Electronic Data Systems ......................................................................................................................................................................206

Expedia .................................................................................................................................................................................................212

Hewlett-Packard. ..................................................................................................................................................................................218

IBM Corp...............................................................................................................................................................................................224

Motorola ...............................................................................................................................................................................................230

Oracle Corp...........................................................................................................................................................................................236

Seagate Technology ............................................................................................................................................................................242

Sun Microsystems ...............................................................................................................................................................................248


TMT Recent Research...............................................................................................................................................................................254
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