• Andreas Hopf
    $NOK $ERIC $CIEN type "Four Picks to Play AT&T-DirecTV" in browser to access Barron's pay-per-view article on these stocks and AT&T's plans.
    Reply (3)
    • DanTheMan1984: I dont think the merger between direct tv and at&t will go through, but I could see it benefiting alu and the other players if it does.
    • Andreas Hopf: I won't re-enter just yet. But the $NOK undercurrent - data throughput growth - is inevitably here to stay, market downturn or not.
    • Andreas Hopf: It very much depends on operator CAPEX in a downturn scenario 2014. All vendors will be affected. Trouble is: Who will be affected most?