Table of contents
TMT summary recommendations............................................................................................................................................................4
Telecom Sector
Telecom relative value...............................................................................................................................................................................6
Telecom technicals ....................................................................................................................................................................................7
Telecom ratings .........................................................................................................................................................................................8
Telecom equity performance ..................................................................................................................................................................10
Companies
AT&T Inc. ................................................................................................................................................................................................12
CenturyTel ..............................................................................................................................................................................................18
Citizens Communications ......................................................................................................................................................................24
Cricket Communications........................................................................................................................................................................30
Embarq ...................................................................................................................................................................................................36
Qwest Communications International ..................................................................................................................................................42
Rogers Communications .......................................................................................................................................................................48
Sprint Nextel Corporation......................................................................................................................................................................54
TELUS Corporation................................................................................................................................................................................60
Verizon Communications ......................................................................................................................................................................66
Windstream Corp. ..................................................................................................................................................................................72
Media Sector
Media relative value.................................................................................................................................................................................80
Media technicals ......................................................................................................................................................................................81
Media ratings ...........................................................................................................................................................................................82
Media equity performance ......................................................................................................................................................................83
Companies
Belo Corp. ...............................................................................................................................................................................................84
CBS Corporation ...................................................................................................................................................................................90
Comcast Corporation.............................................................................................................................................................................96
Gannett Company, Inc. ........................................................................................................................................................................102
Interactive Corp....................................................................................................................................................................................108
McClatchy Co. ......................................................................................................................................................................................114
The McGraw-Hill Companies, Inc........................................................................................................................................................120
News Corporation................................................................................................................................................................................126
New York Times...................................................................................................................................................................................132
Time Warner Cable ..............................................................................................................................................................................138
Time Warner Inc...................................................................................................................................................................................144
Viacom Inc. ...........................................................................................................................................................................................150
The Walt Disney Company ..................................................................................................................................................................156
Technology Sector
Technology relative value ...................................................................................................................................................................163
Technology summary of financial comparison..................................................................................................................................164
Technology technicals .........................................................................................................................................................................166
Technology ratings ..............................................................................................................................................................................167
Technology equity performance .........................................................................................................................................................168
Companies
Arrow Electronics.................................................................................................................................................................................170
CA Inc....................................................................................................................................................................................................176
Cisco Systems ......................................................................................................................................................................................182
Computer Sciences ..............................................................................................................................................................................188
Corning Inc. ..........................................................................................................................................................................................194

Deluxe Corp..........................................................................................................................................................................................200
Electronic Data Systems ......................................................................................................................................................................206
Expedia .................................................................................................................................................................................................212
Hewlett-Packard. ..................................................................................................................................................................................218
IBM Corp...............................................................................................................................................................................................224
Motorola ...............................................................................................................................................................................................230
Oracle Corp...........................................................................................................................................................................................236
Seagate Technology ............................................................................................................................................................................242
Sun Microsystems ...............................................................................................................................................................................248
TMT Recent Research...............................................................................................................................................................................254

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