NEW YORK, June 16, 2000 (PRIMEZONE) -- Thirteen leading analysts and top management from ninety-seven sector firms examine Investing Strategies in this special 364-page U.S. Bancorp Piper Jaffray Conference Issue from The Wall Street Transcript (212/952-7433) or http://www.twst.com/info/info114.htm.
1) Network Infrastructure - In an in-depth (1,800 words) Analyst Interview, Conrad Leifur, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including the DSL niche, optical networking technology, mergers and acquisitions activity, and shares specific stock recommendations.
Leifur identifies the networking and communications sector. "I cover the network infrastructure segment of the communications and computing group. These companies enable service providers to deliver voice and high bandwidth Internet services over copper and fiber optic networks."
Leifur highlights Copper Mountain (Nasdaq:CMTN). "Copper Mountain has emerged as a clear leader in the DSLAM (DSL access multiplexer) market. The company has leading market share in the data CLEC market - the service providers that have been the most aggressive in deploying DSL. Copper Mountain is also starting to see some huge new opportunities in Europe and Asia."
Advanced Fibre Communications (Nasdaq:AFCI) is a strategic vendor in the DSL space, states Leifur. "Advanced Fibre Communications allows carriers to dramatically improve DSL penetration rates by enabling delivery of DSL from their digital loop carrier (DLC) huts. The company has been selected as a strategic vendor in SBC's Project Pronto, which is a $6 billion project."
Leifur discusses Redback Networks (Nasdaq:RBAK). "Their business is driven by broadband access deployment in general, including technologies like cable modems and broadband wireless. Redback's products include aggregate DSL, cable modem, and broadband wireless subscribers, which provide critical subscriber management functions like authentication and service-provisioning capabilities that enable service providers to deliver these broadband services."
Radware (Nasdaq:RDWR) is a leader in the Internet traffic management market, states Leifur. "Their products load-balance Internet traffic across Web servers, across cache servers, firewalls and ISP connections. Their gross margins are above 80% due to the heavy software content of their products. The valuation of the stock at $20 is compelling, particularly given the $8 per share in net cash on the balance sheet."
This 364-page U.S. Bancorp Piper Jaffray Conference Issue also features:
2) Outlook for U.S. Bancorp Piper Jaffray - In an in-depth (1,600 words) Analyst Interview, Thomas Schreier, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the five sectors he covers, and highlights the theme of this year's conference.
3) IT Infrastructure - In an in-depth (1,100 words) Analyst Interview, Ashok Kumar, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including investment strategies, demand/supply issues, new technology applications, and shares specific stock recommendations.
4) Wireless Communications Stocks - In an in-depth (2,300 words) Analyst Interview, Samuel May, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including investment strategies, sector trends, the mobile internet, the U.S. Bancorp Piper Jaffray Wireless Index, and shares specific stock recommendations.
5) Internet Software Infrastructure - In an in-depth (3,400 words) Analyst Interview, Hany Nada, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, trends on the demand side, his valuation methodology, and shares specific stock recommendations.
6) B2B E-Commerce - In an in-depth (4,100 words) Analyst Interview, Jon Ekoniak, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, various business models in the sector, and shares specific stock recommendations.
7) Outlook for Electronic Commerce - In an in-depth (3,900 words) Analyst Interview, Stephen Franco, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, online financial services, investment trends, and shares specific stock recommendations.
8) Biotechnology Stocks - In an in-depth (3,600 words) Analyst Interview, Mark Augustine, Senior Research Analyst with U.S. Bancorp Piper Jaffray's Equity Research Group, examines the outlook for the sector, including criteria to look for in a biotechnology company, advances in infectious diseases, and shares specific stock recommendations.
9) Financial Business Services - In an in-depth (4,500 words) Analyst Interview, Bradley Berning, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including common characteristics of Financial Business Services companies, investment themes or trends, and shares specific stock recommendations.
10) Healthcare Services - In an in-depth (3,700 words) Analyst Interview, William Bonello, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including reimbursement basis for Healthcare Services companies, trends in reimbursement, and shares specific stock recommendations.
11) Lifestyle Retailing - In an in-depth (3,700 words) Analyst Interview, Jeffrey Klinefelter, Senior Research Analyst at U.S. Bancorp Piper Jaffray, explains the concept of lifestyle retailing, examines the outlook for the sector, and shares specific stock recommendations.
12) Outlook for E-Health - In an in-depth (2,600 words) Analyst Interview, Daren Marhula, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector on the business-to-consumer and on the B2B side, and shares specific stock recommendations.
13) Retail Hardlines Stocks - In an in-depth (4,000 words) Analyst Interview, Rebecca Yarchover, Senior Research Analyst at U.S. Bancorp Piper Jaffray's Equity Research Group, examines the outlook for the sector, including retail hardlines companies, consumer electronics, and shares specific stock recommendations.
14) CEO/Company Interviews - Top management of ninety-seven sector firms examine the outlook for their firm and the sector. Firms include:
AmeriCredit, Bridge Medical, Cintas, click2learn.com, Community First Bankshares, Delano Technology, Equifax, Harris Interactive, HEALTHSOUTH, IntraNet Solutions, JDS Uniphase, Layton BioScience, Lightspan, Lionbridge Technologies, Metris Companies, Multex.com, National Discount Brokers Group, OraPharma, RADVision Ltd., Retek, 99 Cents Only Stores, Abercrombie & Fitch Company, ADC Telecommunications, Allos Therapeutics, Alloy Online, American Dental Partners, American Express Company, AmeriPath, Applebee's International, Aspect Communications, Bluefly, C.H. Robinson Worldwide, Clarus, Coldwater Creek, Commerce One, Confer Software, Davox, Ecolab, Electronics for Imaging, Eloquent, ePocrates, E-Tek Dynamics, Expeditors International of Washington, Family Dollar Stores, Fidelity National Financial, Gateway, Go2Net, Guitar Center, H.B. Fuller Company, Hanger Orthopedic Group, Heller Financial, HomeServices.com, Hormel Food Corp., iManage, Insight Enterprises, Interactive Intelligence, iVillage, Landec, Liberate Technologies, LookSmart Ltd., Macrovision, MCK Communications, MedChannel, Media 100, Metron Technology NV, Michael Foods, Mortgage.com, National Instruments, Natrol, Netcentives, NETsilicon, Network Commerce, NextCard, Nu Skin Enterprises, Online Resources & Communications, OrthAlliance, Performance Food Group, Pinnacle Systems, Primus Telecommunications Group, Redback Networks, Regis, RehabCare Group, Restoration Hardware, School Speciality, SelfCare.com, SimplyHealth.com, Spiegel, Splash Technology Holdings, Starbucks, T/R Systems, TCF Financial, TMP Worldwide, Tuesday Morning, U.S. Bancorp, Uno Restaurant, Witness Systems, Xchange.
To obtain a copy of this 364-page U.S. Bancorp Piper Jaffray Conference Issue, call (212) 952-7433 or see http://www.twst.com/info/info114.htm.
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