The 2014 All-America Research Team: Telecom & Networking Equipment, No. 2: Brian Modoff

< The 2014 All-America Research TeamBrian ModoffDeutsche Bank SecuritiesFirst-place appearances: 0

Total appearances: 13

Team debut: 2002In 2013, Brian Modoff earned second-place honors in Telecom Equipment/Wireless and a runner-up position in Data Networking & Wireline Equipment. This year coverage of those sectors has been combined into Telecom & Networking Equipment, and the Deutsche Bank Securities analyst claims the No. 2 position. Modoff is based in Austin, Texas, and reports on 23 companies, earning praise for his “deep dives into the technology — yet his reports are easily understood,” one supporter declares. Another investor lauds his “deep technical expertise in all things networking.” Considering the sector broadly, Modoff is “constructive on enterprise [information technology] spending, including cloud providers Google, Amazon.com and Twitter,” he says. At the same time, he is “cautious on near-term carrier spending, because of domestic M&A and weak emerging-markets spend, and positive on midterm carrier spending, due to the shift to [fourth-generation] and cloud networking.” He believes that the-best performing subsectors in wireless and networking will be tied to private cloud rollouts, layer 4/7 network intelligence, data center switching, next-generation security, voice-over long-term evolution functionality, LTE buildouts and smartphone adoption.

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