Tim Savageaux – Cisco Results, Bloomberg interview May 11, 2012

Terrapin Research is focused on identifying, enhancing and creating value in the Technology, Media and Telecommunications  (TMT) sector for a wide range of clients including institutional investors, private equity, venture capital and corporates in the sector.  Terrapin offers clients a number of unique attributes in its approach to value creation in the broadband communications technology space:

  • Focus Terrapin is focused exclusively on the rapidly expanding market for technologies that deliver increased bandwidth over  wireless, wireline, enterprise and storage communications networks and the applications and service providers that drive and deploy these technologies.
  • Approach Terrapin’s vertical focus on these markets, starting with the carriers, applications and service providers through suppliers of systems, components, enabling technology and applications creates a virtuous feedback cycle across the TMT ecosystem that yields differentiated insights across the sector food chain.
  • Experience Terrapin’s principal Tim Savageaux has been involved inTMT  markets for over 17 years and an analyst, investor and advisor,  beginning with the advent of broadband access technologies for data communications in the mid 90s, through the explosive growth in traffic and valuations through the telecom/internet bubble and then to the recovery than accompanied the absorption of network overcapacity.

While TMT is fundamentally a growth sector, and indeed one constant throughout this period has been the consistent and significant growth in demand for bandwidth on the part of consumer and enterprise customers which is expected not only to continue but to accelerate, a key element of Terrapin’s research style is value and contrarian oriented across market capitalizations, including a focus on micro caps, and across capital structures in search of outsized returns.