2009年12月美国电信设备行业研究报告

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【出版时间及名称】：2009年12月美国电信设备行业研究报告
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：91
        【目录或简介】：
Content
Key Industry Investment Debates: ............................................................................................................................... 3
Quick Summary of 3Q09 Key Trends........................................................................................................................... 4
Early Thoughts on 2010 – Can Telecom regain favor with investors?...................................................................... 5
Company Snapshots.................................................................................................................................................... 11
Telecom Performance: Broader Market’s Beta Rally Helped Erase Telecom’s Early 2009 Outperformance...... 17
Valuation: Bells Trading Remains at Attractive Levels............................................................................................. 18
Revenue Generating Unit — RLECs Display Defensive Nature ............................................................................... 23
Broadband Adds Share Shifts To Cable, For Now .................................................................................................... 33
Bell Wireline Margins Pressure Persists .................................................................................................................... 40
Enterprise Growth is Mixed; Verizon Sees Improvement ......................................................................................... 42
Capex Still Down Y/Y; Annual Budgets Suggests 4Q Spike..................................................................................... 45
Wireless: EBITDA Growth Offsetting Declining Sub and Rev Growth .................................................................... 48
Towers: Steady Leasing Activity Expected to Continue........................................................................................... 65
Canada: Showing Signs of Stabilization.................................................................................................................... 71
Alternative Carriers’ Lower Seasonal Costs Lead to Strong EBITDA ..................................................................... 76
Data Centers: Metrics Strong as Pricing Remains Firm; Churn Ticks Up Slightly ................................................ 79
CLECs: Better Churn, Outlook Incrementally More Encouraging ........................................................................... 82
Appendix ....................................................................................................................................................................... 84

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