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Investment Analysts and Business Consultants

adr.com Part of JP Morgan this site provides information on those companies which offer American Depository Receipts (ADRs) on the US stock exchange. The biggest industry category covered is telecommunications, consisting of 74 international operators (eg BT, France Telecom, NTT, Deutsche Telekom etc). A large amount of financial information is provided for each company and is displayed in a fairly standardised form. This makes comparative financial analysis much easier for companies coming from all over the world.

Analysys Ltd This UK company is based in Cambridge and is described as 'The Consultants in Telecoms Strategy'. Their publications are listed on-line but little complimentary access is provided. A very useful part of the site, however, is the 'Virtual Library' which includes a number of telecoms-related sections including finance, journals and data sources. A short commentary for most of the links makes finding relevant material much easier.

Frost and Sullivan This link takes you on to the 'Telecom Market Engineering' part of the site. Here you are given information on a number of reports (fee charged), but also a large number of highly relevant newsletter articles which are free to view. You will have to register before seeing them, though. There is also a search engine.

Goldman Sachs Another of the main investment institutions involved in the telecoms industry. The most relevant part of the site for our purposes is the Research part of the High Technology area. Here a number of reports are made available in PDF covering areas such as broadband access and wireless communications.

KPMG The UK site for KPMG provides a Virtual Library, containing a number of consultancy reports on different aspects of digital communications.

McKinsey You need to register on this site before you can gain access to the McKinsey Quarterly which goes back to 1993. Go to the telecoms section and you have around a dozen excellent articles on the global communications market.

Merrill Lynch This link takes you to the registration page for the site. Unlike Salomon Smith Barney they do allow UK users to get onto the research part of the site. Once registered a large amount of investment orientated information is available for individual telecoms companies. In the process of explaining if a particular outfit is a 'buy', 'hold' or 'sell' their reports also offer a number of insights into the industry as a whole.

Morgan Stanley Dean Witter This site provides an extensive amount of freely available telecommunications and internet research (of excellent quality). At the bottom of the Home Page there is a research section. By following the links you are able to view numerous research documents in PDF format. Two reports which may prove particularly useful are 'Global Telecommunications Primer' and 'The European Internet Report'.

Pricewaterhouse Coopers (PwC) PwC have a section of their site dedicated to telecoms. Here, in the "Industry Vision" section, a report entitled Telecoms 2000 is freely available. Another site they run called Next Wave focuses upon "ideas for private equity investors and entrepreneurs in the technology industry".

Renaissance Worldwide One of the most important consultancies for the telecoms industry, Renaissance do not give away a great deal for free on their site. You can download their 'White Papers' which cover general issues including business communications. There are also 'Newsletters' on show. A search facility is also provided.

Salomon Smith Barney This company has played a leading role in the development of the global telecoms market over the last few years. Their analysis of the industry tends to be first class. Unfortunately, in order to get access to research on their Web site you need to be a US citizen (this, they claim, is due to international regulations).

The Yankee Group Another of the major telecoms consultancies which offers a limited amount of material for free. After registering you can view the executive summaries for a number of articles classified according to headings such as Euroscope Communications and Internet Strategies Europe. A search engine is available.