The “Triple Play” in Communications Gear
BusinessWeek online has an article on triple play:
The merging of voice, data, and video represents “a new dynamic,” says S&P’s Ken Leon, who likes Motorola and Scientific Atlanta
The shares of communications-equipment makers have been stuck in low gear for the last few years, hampered mostly by customers’ reduced spending and consolidation of telecom- and cable-services providers. The move by these operators to offer voice, data, and video — a so-called triple play — as well as the ability to have those services move across fixed and mobile networks, could finally translate into better times for equipment suppliers. “We believe the industry is coming into a new dynamic,” predicts Ken Leon, who follows the group for Standard & Poor’s Equity Research.
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