High-Grade Telecoms

5 Laura Winchester & Stephan Michel Barclays Capital


As a telecoms analyst what keeps you awake at night?

As analysts, our main fear is making a bad call that could cost investors money. It’s the nagging doubt about whether we have all the relevant information or whether there’s a nasty surprise buried somewehere. We are on our guard for the new, new thing which could invalidate the incumbent business model.

Which trade recommendation over the past 12 months made or saved your clients most money?

The sell OEMs recommendation was probably the

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