Surveillance Special: Telecom in 2019
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 May 2019
⏱️ 25 minutes
🧾️ Download transcript
Summary
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director & TMT Analyst, says Sprint and T-Mobile want Trump to see the deal as a way to beat China to 5G. Craig Moffet, MoffettNathanson Senior Research Analyst, discusses cable video losses.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts SoundCloud, Bloomberg.com, and of course, |
| 0:56.1 | on the Bloomberg. |
| 0:57.1 | We're going to jump right into it. Richard Greenfield, one of the most courageous securities |
| 1:01.5 | analysts out there because |
| 1:03.0 | Pillaried years ago on a thing called Vonage. |
| 1:05.8 | Guy named Walter Picek who told me to buy Apple years ago. |
| 1:08.9 | I didn't. |
| 1:09.6 | I'm not allowed to buy anything, but anyways, |
| 1:11.8 | the two of them together are very powerful |
| 1:14.0 | Paul let's jump into the conversation we got to go really with the topic of the |
| 1:18.8 | moment which is this 5G thing in Huawei yeah there's all just a tremendous amount going on here as we think |
| 1:23.5 | about on the telecom space globally. Walter, let's start with that. You know, we think |
| 1:27.8 | about the Huawei news. It's in them. It's right in a topic right here in the |
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