Implications for TowerCos and Construction Companies Tickers: CMCSA, COMM, MTZ, DY, CCI, AMT, SBAC Tags: Ken Schmidt, Wireless infrastructure Background:…
Don't misread Verizon's about-face on unlimited plans solely as a sign of network confidence. Tickers: VZ, T, S, TMUS, AMT,…
Implications: T, S, ZAYO, CCI, AIRO, COMM, DY, ERIC, NOK (Disclosure- author holds position in ZAYO) Looks like T's finally…