Ehud Gelblum, Morgan Stanley: He thinks the company should split into two or more companies.

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Morgan Stanley analyst Ehud Gelblum this morning cut his rating on telecom equipment provider Adtran to Equal Weight from Overweight, citing concerns about weak carrier spending.

FORBES: Adtran: Morgan Stanley Cuts Rating On Weak Carrier Spend

Ehud Gelblum, Morgan Stanley: He keeps his Equal Weight rating.

FORBES: Research In Motion: Analysts See Increasing Trouble Ahead

Morgan Stanley analyst Ehud Gelblum this morning slashed his EPS forecasts for Research In Motion, citing signs of sharp order cuts to Asian suppliers form the BlackBerry smartphone maker.

FORBES: Research In Motion: Morgan Stanley Chops EPS Forecasts