Jefferies sees tower companies as winners from AT&T's dropped bid for T-Mobile, set to...
Jefferies sees tower companies as winners from AT&T's dropped bid for T-Mobile, set to "rally on the prospect of the U.S. national wireless market not contracting to three players from four." Chances rise that deep pockets will provide business to some of the entities with alternative sources of spectrum, Jefferies adds. CCI +2.9%, AMT +3.7%, SBAC +3.5%, FTWR +6.8%, TWER +4.2%.
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