As a telecoms analyst what keeps you awake at night?
What keeps me awake at night? My biggest concern is trying to help our clients and traders identify the next Enron or WorldCom. So far, we have done a good job of avoiding the blow-ups in the telecom equipment sector, but the task is much harder in telecoms where some of the weaker companies (eg France Télécom) benefit from the implicit support of government ownership – making the analysis a lot more tricky.
Which trade recommendation