"What I'm saying is: diversify away from technology-media-telecommunications towards value and defensive stocks," he said.
That means a strong tilt towards telecommunications, technology and health care sectors, rather than the chemical, airline and railroad stocks that many value investors own.
Note that TechCrunch endorsed Barack Obama, partially on his policies towards telecommunications companies.
When Cassidy talks about the future of telecommunications, he often veers towards the petrifying.
Telecommunications networks have evolved towards a unified, service-oriented, operator-governed and autonomic managed infrastructure.
Telecommunications Information Networking Architecture (TINA) is a proposal elaborated in the period 1993 97 by major corporate organisations worldwide, in the fields of both telecommunications and information technology, towards standardisation of software interfaces and components for control and management of telecommunications services.
Although, in richer countries, there has been a shift from landline-based technologies towards mobile telecommunications, many LMICs have made a technological leap with a 'mobile-first'-based approach to communications.
Within this exercise, the progression of telecommunications in the next decade is characterised as the convergence towards an IP-based core network providing ubiquitous seamless wireless access in an hierarchical and hybrid self-organising network environment.
When Alphasat was first envisaged, there was a trend towards ever bigger telecommunications satellites.
With the current trend towards IT and telecommunications convergence, ISPs are increasingly deploying data centers at the edge of their networks to provide converged access to computing, networking and storage resources to end users.
With the recent trend towards consolidation in the telecommunications industry, many people assume they're at the mercy of the cable and Internet giants.
