摩根斯坦利：美国通信设备行业研究报告2009年10月

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Table of Contents
3Q09 Earnings Calendar................................................................................................................................................ 2
Key Industry Investment Debates: ............................................................................................................................... 5
3Q09 Preview: Strong FCF Likely as Top Line Pressures Persist ............................................................................. 6
Valuation: Telecom Sector Down 6% YTD After 34% in 2008................................................................................... 14
Wireline Outlook: Overall, Macro Related Pressures Continue but Absolute Line Loss Could Provide Some
Hope............................................................................................................................................................................... 16
Wireless: Data Key Differentiator as Voice Quickly Commoditizing ....................................................................... 20
Towers: Access to Capital Markets Easing................................................................................................................ 24
Canada: Economic Indicators Showing Signs of Turnaround................................................................................. 27
Alternative Carrier Preview: Q/Q Growth Set for Modest Improvement.................................................................. 32
Data Center Preview: Strong Growth Likely; Seasonal Margin Decline.................................................................. 35

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摩根的报告太贵了，很想买，怎奈论坛币不够。

这也太贵了

这钱真好挣。