Three Picks In Telecommunications Services 07.26.05, 3:41 PM ET
SG Cowen said second-quarter results in the telecommunications sector point to continuing improvements in the hosting/co-location market, as well as to the slowing of price declines in the bandwidth market.
The research firm said its top picks in the sector are Equinix (nasdaq: EQIX - news - people ), Terremark Worldwide (amex: TWW - news - people ) and Savvis Communications (nasdaq: SVVS - news - people ). In addition, SG Cowen said that both Internap Network Services (amex: IIP - news - people ) and Arbinet-thexchange (nasdaq: ARBX - news - people ) are showing more clarity and more promising earnings outlooks.
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