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  1. Are We Headed for a Hangover?

    On Friday, Adtran ADTN released an update on its third quarter, saying it expects sales to be flat with the second quarter. The company had originally expected a seasonal increase in spending from telecom carriers to occur in this quarter. Despite this disappointment, our fair value estimate is ...

  2. Three Funds With a Bad Case of the Deja Blues

    This year has not been 2008 all over again for these offerings, to the detriment of their relative returns.

  3. Information Super Sector: Major Themes

    Software Sector Over the next five years, we expect the complexity of technology architecture and the increasing ubiquity of data transmission to drive demand for software that simplifies structures, makes data ever more accessible, and protects corporate networks. We also expect continued ...

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