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The Shoe Just Dropped on Windstream…

Tuesday, February 19th, 2019

Will The Other Shoe Drop on Uniti Group? While most of the country enjoyed a three day weekend, the executive teams of Windstream and Uniti Group were scrambling to assess the damage of United States District Judge Jesse Furman’s ruling in favor of Aurelius Capital against Windstream. Having read and digested the entire 55 page court order – and several sometimes conflicting articles by various investment analysts – I am saving you time by providing the highlights…

Ready To Get Off the Revenue Rollercoaster?

Monday, May 21st, 2018

The telecom services sector can be a whiplash-causing rollercoaster ride of starts, stops, ups and downs.   New technologies, emerging competitors, and industry consolidation can lead to both booms and busts for the the companies that perform the installation and maintenance functions.   Stable, recurring company Revenues help during industry downcycles while also improving company valuations up to 50%. Because they are experts at what they do, many services companies uncover – or are offered – opportunities to…

ITPT’s VRE Tool is the Best I Have Seen

Monday, October 9th, 2017

THE BEST REAL ESTATE GIS TOOL GOT BETTER! After sitting through several real estate tool demo’s in the last two years, I was convinced that Steven Scarcella’s RE-View tool was as good as it could get.  Then Steven, COO of Integrated Telecom Property Technology (ITPT), showed me the updated version- the VRE (Virtual Real Estate) tool. The VRE tool does not require a separate GIS license, includes several new telecom network data elements, and now covers 27 states…and counting.  Of course, the biggest benefit of VRE…


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