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tylakewalker
21 Comments
Crown Castle and the Tower Operators: The Foundation for Next-Gen Wireless
Crown Castle and the Tower Operators: The Foundation for Next-Gen Wireless
Crown Castle and the Tower Operators: The Foundation for Next-Gen Wireless
Nice article
Nathan,
I think most of the risk would be borne by the company generating the signal (carrier) or the antenna manufacturer not the owner of the steel (tower company) Additionally, I would imagine the lawsuits would generally target the deeper pockets (carriers). Furthermore, radio stations have been generating much more powerful wireless signals for much longer and to my knowledge they have not been successfully sued for damages resulting from RF radiation.
All,
The biggest risk with CCI is the eventual bankruptcy of Sprint Nextel. All of those global signal towers acquired were once upon a time owned by Sprint. So it follows that Sprint antennas will be located on almost all of the former Global Signal towers. When Sprint Nextel goes belly up all of that lease revenue goes away. You can't enforce a lease on a bankrupt lessee.
I have professional experience negotiating and placing antennas on all of the tower companies facilities for all of the carriers and Crown Castle is the best tower company. After I quit working on developing wireless infrastructure I made one investment in wireless telecom and that was a long position in CCI.
Ethanol: Our Answer to Reducing U.S. Dependence on Foreign Oil
Corn is a type of grass.
Tim:
Sugarcane based ethanol is a far superior choice to corn based ethanol. We can import it from Central and South American countries.
Of course Barack Obama supports corn based ethanol. He answers to the Acher Daniels Midland company and he is from a corn producing state, Illinois.
Forget $100 a Barrel - Oil Will Plummet to $30
"The United States is leading an alternative energy charge that will spread throughout the globe and cause a major shift of power away from the Middle East."
shows the authors ignorance. Brazil leads the world in developing ethanol, Denmark in wind power, Germany in solar power. The US does not lead the world in any kind of economically viable alternative energy.
U.S. Savings Rate To Increase, Finally
Wow, such a bold prediction. The savings rate may begin to rise or it might not.
My suggestion. Start saving by not purchasing any worthless non-predictions from James Grant.
Sugar Supply Concerns Developing: Affect on Commodity Markets
Oil, Gas, Electric Cars, the Market and the Economy
Yes, I think we should import sugarcane based ethanol from Brazil. If the US removed the import tariff on imported ethanol, other countries with suitable climates would be incentivized to grown sugarcane to produce ethanol. I think India, Central and South American countries would be, in general, better trade partners than middle east countries. The goal should be to diversify energy sources. Ultimately cars in the US could be powered by a combination of fuels. Some electricity produced domestically, some domestic and imported ethanol, some domestic and imported gasoline.
Sugarcane based ethanol is 5 times more efficient than corn based ethanol. Sugarcane based ethanol is a partial solution to a huge problem. We still need to reduce energy consumption while diversifying energy sources. Telecommute more, improve public transportation, etcetera. There is no one solution but I'm tired of sugarcane based ethanol being put in the same category as corn based ethanol.
On Aug 06 11:56 AM Dr. No wrote:
> Muddling Invester: I love your calcualtion and reality check. So
> how does the electro-magnetic field look like around a thigh-thick
> conductor at 200V and 4000Amps?
>
> tyklakewalker: Last time I checked sugar cane gorws only in Florida,
> Louisiana and Hawaii domestically. We should replace middle east
> oil dependence with brazil ethanol dependence ??? Further: You make
> lemonade with lemons: The midwest agriculture grows what it can given
> the long and harsh winters and the hot and humid summers. It ain't
> Hawaii and it ain't California there. You need to look at land effeciency
> and corn is pretty darn good for that.
24 Fundamentals of Market Bottoms
Oil, Gas, Electric Cars, the Market and the Economy
Not all ethanol is created equal. Corn based ethanol is counter productive. It is forced on American consumers because of politics/special interest that are relevant to the US market only.
Sugarcane based ethanol is a viable supplement.
Is This a Recession? Wrong Question.
Exxon Joins Competitors in Moving Away from Gas Station Ownership
The Great Oil Deception: Part Three
Beware of the Allure of Ethanol Investing
REMOVE THE TARIFF ON IMPORTED SUGARCANE BASED ETHANOL.
Ethanol Producers in Trouble as Corn Sets New Record