Who Wins From the Telecom Rebuild After Hurricane Katrina? (BLS, SBC, S, LU, NT, CSCO, TLAB, GLW)

Sam Greenholtz & John Spencer (Telecom Pragmatics) submit: As Hurricane Katrina was the greatest natural disaster to ever hit the U.S., there was, of course, an unprecedented level of destruction to the telecom infrastructure of the Gulf Coast regions in Louisiana, Mississippi and Alabama.

BellSouth, by far, suffered the worst amount of damage of any service provider as it already has taken a $200 million charge against earnings. While on the surface it would appear to be an excellent, “green field