Technology >> Analyst Interviews >> October 23, 2000
VIK GROVER is Managing Director of the equity research department of
Kaufman Bros., L.P., covering wireline and wireless communications
services, and is a partner in the firm. He is focusing on wireline
carriers, including providers of international long-distance services,
intergrated communications providers (ICPs), Internet and data service
providers (ISPs), Internet telephony service providers (ITSPs), and
incumbent LECs (ILECs). Key trends that bode well for this space include
deregulation, technological innovation, and rising demand for bandwidth
to support voice and data traffic growth in the US and abroad. In
addition, he focuses on national wireless operators well positioned to
benefit from the shift of voice minutes to wireless networks and growth
in value-added applications based on 2.5G and 3G technology. Prior to
joining KBRO in 1998, he was a technology research analyst at Sterne,
Agee & Leach, Inc., a regional investment bank located in the Southeast.
He has also worked in the institutional equity sales group of Equitable
Securities Corp. (now SunTrust) and as a buy-side analyst for a
technology-oriented hedge fund. Mr. Grover performed his undergraduate
studies at the University of California in San Diego, received an MS in
Finance from the Georgia Institute of Technology in Atlanta, and is a
Chartered Financial Analyst. He has been ranked in The Wall Street
Journal 'Best on the Street' poll (2000, 2001) and was a top 10 most
read analyst in North America (all industries) on First Call Research
Direct in 2001. Profile
the communications services market as moving from headlines to metrics.
What are the metrics that should be part of an
