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  • American Tower: Leaning Tower of Trouble [View article]
    I remember looking at AMT and CCI a while back. CCI for one has yet to make a profit, but that didn't affect its stock price one bit. My guess would be that this particular segment of tech still retains the growth story from 2003 - high fixed costs, very, very low variable costs - so the challenge would be to find more ways to exploit those antennas. Enter the IPhone - I believe it's going to be the first in many devices that will truly bring mobile computing to the forefront - along with mobile internet connections utilizing wireless networks. I'm no tech geek, but if those antennas are broadcasting a wi-fi signal, I'd say the future looks rather bright for these companies.
    Dec 23 13:32 pm |Rating: +1 -1 |Link to Comment
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