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AT&T U-Verse Is Kicking AS&S

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UBS’s John Hodulik, one of the best telecom analysts around, has pegged AT&T as his top pick for this earnings seasons. What was especially interesting in the note he sent out this morning was the progress made by AT&T’s IPTV effort, U-Verse. Hodulik says AT&T added about 135,000 subscribers in the first quarter of 2008, up from 105,000 new subs in the fourth quarter of 2007. Read more on GigaOM.