I find it fascinating how non-technical reporters (for example An Investor’s Primer: 5G, the Internet of Things, and Augmented/Virtual Reality and 5G Wireless Will Redraw the Wireless Industry Map: Who Stands to Lose?) try to simplify 5G and explain it in nearly binary fashion. So let’s get a few things straight: 1. Stop calling it a […]
We have been getting a lot of questions from investors related to FirstNet equipment and the potential impact on TowerCos, with most questions pertaining to the timing and revenue from amendment activity from FirstNet antenna modifications. You may recall that in AT&T FirstNet Revisited, we reviewed the impact of AT&T winning the FirstNet RFP and the […]