Communication Equipment

Our Communication Equipment research platform is focused on those companies powering the connected world. The Internet will continue to grow and dominate communications globally. The need for faster communications will continue to drive companies to develop new technologies and protocols. The latest wireless communication generation (5G) will drastically change much of communications, but not all. Remote access during global COVID-19 pandemic has changed the trajectory of the industry. New optical, silicon, photonics, processing, and wireless technologies will continue to be introduced, often by small technology-based innovators.


Prior to Water Tower Research, John was a Lead Equity Research Analyst at UBS covering IT Hardware (including IBM, DELL, and HPE), Communications Equipment (including CSCO, ANET, and JNPR), and IT Services (including ACN, and CTSH). View Team Page

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