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Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
We reviewed the Elliott Management slickly produced attack on Crown Castle ($CCI). In short, Elliott believes that CCI has underperformed its peers, American Tower (AMT) and SBA Communications (SBAC). While the underperformance is clear, I also think that Elliott’s analysis omits to give proper credence to the opportunity that fiber/small cells may provide to Crown Castle that its peers will miss.
Our Predictions for the Wireless (and Wired) Industries in 2018
Every year, we put together our prognostications for the coming year. This year, we are obviously a little late – primarily because the beginning of
What’s Happened So Far in Wireless in 2017?
As we look back over the first half of 2017, there has been much non-activity on the merger front. Many people (myself included) expected greater
Our Takeaways from CommScope Second-Quarter 2017 Earnings Call
The CommScope Second-Quarter earnings call was interesting, more so due to what they couldn’t report as opposed to what they did report. Here are our
Verizon’s Unlimited Plan- Short Term Pain vs Long Term Gain
Don’t misread Verizon’s about-face on unlimited plans solely as a sign of network confidence. Tickers: VZ, T, S, TMUS, AMT, CCI, SBAC, COMM, DY, ZAYO
Verizon Backup Fiber Requests: How Landowners Should Respond.
We have been starting to see requests being made to our landowner clients where Verizon is seeking to get consent to add utilities. Initially, the
Where Elliott Management’s Attack on Crown Castle Small Cell Strategy Hits and Misses
- July 7, 2020·
- 0 Comments·
Our Predictions for the Wireless (and Wired) Industries in 2018
- March 20, 2018·
- 0 Comments·
- 5G ·
What’s Happened So Far in Wireless in 2017?
- September 20, 2017·
- 0 Comments·
- 5G ·
Our Takeaways from CommScope Second-Quarter 2017 Earnings Call
- August 8, 2017·
- 0 Comments·
Verizon’s Unlimited Plan- Short Term Pain vs Long Term Gain
- March 20, 2017·
- 0 Comments·
- Backhaul and Fiber Optics ·
Verizon Backup Fiber Requests: How Landowners Should Respond.
- December 1, 2016·
- 5 Comments·