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  1. Research and Markets: ICT Opportunities Across European Vertical Markets 2014-2019 Featuring Market Leaders, Ericsson, Cisco, and Deutsche Telekom Group

    Research and Markets: ICT Opportunities Across European Vertical Markets 2014-2019 Featuring Market Leaders, Ericsson, Cisco, and Deutsche Telekom Group

  2. Slovak Telekom Offering Value Ranges From EUR750 Million to EUR1 Billion

    Slovak Telekom Offering Value Ranges From EUR750 Million to EUR1 Billion

  3. Slovak Telekom Share Sale Valued up to €1 Billion

    Slovak Telekom Share Sale Valued up to €1 Billion

  4. Netflix Gets Star Treatment From Broadband Providers Abroad

    Netflix Gets Star Treatment From Broadband Providers Abroad

  5. Slovak Telekom to Offer Remaining 49% Stake in IPO

    Slovak Telekom to Offer Remaining 49% Stake in IPO

  6. Slovak Telekom to Offer Remaining Stake in IPO

    Slovak Telekom to Offer Remaining Stake in IPO

  7. Correction to Slovak Telekom IPO Story

    Correction to Slovak Telekom IPO Story

  8. Tech and Telecom Sectors: Time to Be Selective

    Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.

  9. Friday Five: A Balanced View on Twitter, a Long View on Yum

    This week we raised our fair value for Twitter, maintained our fair value for Yum Brands in the wake of bad news, and sized up T-Mobile's newest suitor.

  10. Orange Juiced by International Growth

    The carrier has changed its name from France Telecom to better demonstrate the global nature of its business.

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