MTNL faces greater competition in the Indian telecom market as deregulation persists.
Maxcom has substantial U.S. dollar-denominated debt on its books. A significant depreciation in the Mexican peso against the dollar could lead to higher debt payments for the firm.Telefonica, one of the biggest telecom carriers in the world, is becoming more aggressive in the country. Its extensive
Growth trends in optical networking should boost Opnext over the next couple of years.
The Internet is becoming increasingly popular as a source for movies, television shows, gaming, and music. These types of media require more bandwidth and perform best with a broadband connection.Emerging technologies such as Wi-Fi and WiMAX may hasten the transition of consumers to broadband
BigBand's likely to struggle against larger competitors but could be an acquisition candidate.
Uncertainty around transit funding in the U.S. could lead to a repeat of the 2004-06 downturn.The threat from low-cost competitors continues to grow, especially in emerging markets.Although currently healthy, the firm's ability to take on additional leverage is questionable. Poor results could
Increased FDA regulation of direct-to-consumer pharmaceutical advertising is possible in the post-Vioxx environment. This could strain growth, as it represents a large portion of WebMD's revenue.Although WebMD has a head start on its competitors, we believe the public portal business has low
Internet penetration in Brazil is relatively low, which provides a growth opportunity for Telesp.
With the breakup coming up fast, we prefer Motorola Solutions to Motorola Mobility.
IAC has some valuable properties, but we're not sold on its overall strategy.