Geddy

JP Morgan Initiates Coverage on Wireless Tower Companies

That is true...in the past. Now that Sprint pretty much owns Clearwire I imagine they'll take advantage of Sprint's backhaul T1/T3 system.


On Dec 19 09:50 AM tylakewalker wrote:

> I like this business.
> I believe demand for tower space will grow as end customers continue
> with a couple of key trends.
> 1) ditching the land line and making all calls wireless
> 2) expanding the role of the wireless phone into web browsing, file
> downloading and other applications that will increase the need for
> greater data capacity. carriers will have to add infill sites, add
> antennas to existing sites.
>
> An infrastructure trend worth mentioning. Some carriers, most notably,
> Clearwire, are ditching the leased T1 lines and using microwave dishes
> for data backhaul. That is revenue lost by the local phone company
> and gained by the tower landlord.
> The shift of resources continues to flow into wireless telecom and
> wireless internet. Just look at the FCC's taking of bandwidth from
> television broadcasting to wireless telecom.
> long cci