Nikos Theodosopoulos

Managing director,

UBS Warburg

CATEGORY: Networking equipment

STOCK PICKS: Nortel Networks (NT), Tellabs (TLAB), JDS Uniphase (JDSU)

WHY:
Here's an irony for you: Telecom equipment analyst Martin Pyykkonen of CIBC Oppenheimer (see page 128) is recommending networking stocks, while networking analyst Nikos Theodosopoulos picks telecom companies. But it's a fair reflection of where the communications market is headed these days. Cisco Systems and Nortel Networks are invading each other's turf, and everybody is hawking so-called Next Generation gear that uses Net technology to transport data, voice, and even video traffic.

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