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Telecom Connection With Bob Faulkner

The Telecom Connection

A Final Analysis
Action: ALVR, AAPL, CSCO, CLWR, CY, DELL, GOOG, LVLT, MU, TUNE, NLST, QCOM, RIMM

In the concluding issue, some suggestions regarding what steps to take with the current model portfolio positions.

12/31/08 - 04:45 PM EST
Mixed Results and a Holiday Surprise
Action: RIMM, MU, QI

Micron's earnings were a mixed bag but Research In Motion's report offered an unexpectedly upbeat outlook.

12/24/08 - 01:30 PM EST
Wrapping Up Earnings
Action: RIMM, MU, VZ, T, QI, S, CLWRD, PALM, ALVR, ALU

As the holiday season nears, the last two model portfolio holdings are set to reports earnings. Here's what to expect.

12/17/08 - 04:48 PM EST
Ruminating on Rumors and News
Action: AAPL, WMT, TXN, ALVR, LVLT, NSM, MOT, NOK, RIMM, QCOM

Speculation surrounds Apple; plus, telecommunications and technology names have released a flood of negative items.

12/10/08 - 04:38 PM EST
A Clear New Day Dawns
Action: CLWRD, S, RIMM, BY, CC, RSH, VZ, TLB, PSUN, AAPL, MOT, PALM, INTC

Clearwire's merger with Sprint's Xohm operations is poised to create new opportunities for next-generation services.

12/03/08 - 04:40 PM EST
A Welcome Surprise
Action: DELL, MU, INTC, CY, CLWR, RIMM, AAPL, S, GOOG

Dell's report showcased the company's new product mix along with managment's encouraging new ability to control costs.

11/26/08 - 04:38 PM EST
Stocks Enter Confessional Season
Action: MU, NLST, DELL, INTC, CY, NOK, AAPL, RIMM, GLW, CSCO, QCOM

Here's a look at several companies that have preannounced earnings, almost all of the negative variety.

11/19/08 - 04:49 PM EST
Another Earnings Cycle Winds Down
Action: CSCO, CLWR, NLST, QCOM, S, ALVR, NOK

Although the results mainly disappointed, the stocks' oversold levels elicited some positive reactions.

11/12/08 - 04:58 PM EST
Hanging Up on a Long-Term Holding
Action: MOT, ALVR, FSLR, CSCO, NLST, CLWR, QCOM, NT, SPWRA, SPWRB, S, HPQ, NOK, TXN

Jettisoning this model portfolio name after its earnings results paint a dismal outlook. Also, updates on several other positions.

11/05/08 - 04:58 PM EST
All Earnings, All the Time
Action: TUNE, RVBD, LVLT, ALVR, FSLR, MOT, MU, CMCSA, CVC, NT, SPWRA, SPWRB, NOK

Reviewing results from a trio of model portfolio names and previewing what to expect from three others.

10/29/08 - 04:38 PM EDT

Robert Faulkner is the author of The Telecom Connection (the “Product”) and has licensed the Product to TheStreet, Inc.

At the time of publication, Mr. Faulkner will be restricted in transacting for his own benefit in securities discussed in the Product. HOWEVER, MR. FAULKNER MAY ENTER ORDERS TO PURCHASE OR SELL SECURITIES MENTIONED IN THE PRODUCT TWENTY-FOUR (24) HOURS FOLLOWING PUBLICATION. IF YOU ENTER ORDERS TO BUY OR SELL SECURITIES AFTER 24 HOURS FOLLOWING PUBLICATION, IT IS POSSIBLE THAT MR. FAULKNER MAY HAVE PURCHASED OR SOLD THE SECURITY AT A PRICE MORE ADVANTAGEOUS THAN THE PRICE YOU WILL OBTAIN. The Product contains Mr. Faulkner's own opinions and is provided for informational purposes only, and no mention of a particular security constitutes a recommendation to buy, sell, or hold that or any other security, or that any particular security, portfolio of securities, or transaction, investment strategy is suitable for any specific person. You further understand that Mr. Faulkner will not advise you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. To the extent any of the information contained in the Product may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Mr. Faulkner's past results are not necessarily indicative of future performance.

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