Telecommunications: Data Networking & Wireline Equipment
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Telecommunications: Data Networking & Wireline Equipment

Last year, Ehud Gelblum of ­JPMorgan Securities was the ­only analyst to top two sectors: this one and Telecom Equipment/Wireless. He repeats the feat this year.

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Ehud Gelblum


Ehud Gelblum ­JPMorgan


SECOND TEAM


Tal Liani Merrill Lynch


THIRD TEAM


Jeffrey Evenson Sanford C. Bernstein


RUNNERS-UP


Inder Singh Barclays


Last year, Ehud Gelblum of ­JPMorgan Securities was the ­only analyst to top two sectors: this one and Telecom Equipment/Wireless. He repeats the feat this year. Gelblum, 39, “has the best com­pany models out there — ­very detailed,” says one investor. Gelblum down­­graded long-­standing favorite Juniper Networks to neutral in January, at $30.67, citing “the sudden departure of Juniper’s key architect of change,” chief operating officer Stephen Elop. Shares of the Sunnyvale, California–based designer of routers and Internet applications had tumbled to $25.81 by mid-­September. Tal Liani of Merrill Lynch, who rises from ­runner-up to second place, earns praise from one ­backer for being “skeptical and nonconsensus.” Liani, who is ­also No. 3 in Telecom Equipment/Wireless, down­graded Juniper to neutral ­even earlier than Gelblum did, in September 2007, saying the stock’s $36.01 price “was just too expensive and reflected all the upside.” A year ­later, Juniper had underperformed the sector by 3.9 percentage points. Although he slips one notch to third place, Jeffrey Evenson of Sanford C. Bernstein & Co. continues to impress ­clients with his “forward-­thinking pieces” and ability “to comprehensively analyze both established and nascent technologies.” No fan of Juniper either, Evenson down­graded the stock to neutral in November; it had slid 17.3 percent by mid-­September.


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