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Which Princess Will Kiss This ‘Leap’ Frog?

Wednesday, March 16th, 2011

…and will it turn into a prince? Sprint Nextel has initiated project leapfrog with Alcatel Lucent, Ericsson, and Samsung to upgrade its network to LTE while also removing iDEN base stations and fully utilizing its 800MHz spectrum. This three year project is designed to leave Sprint with a competitive, nationwide LTE network while reducing operating costs. Could leapfrog also include the integration of a partner’s network? The evolution of Multiple-Input and Multiple-Output (MIMO) antennas plus the…

The NFL Labor Dispute: A Wireless Analogy

Tuesday, March 8th, 2011

As a NLF fan, I am following the current labor dispute with great interest and angst.  Of course, I view everything through a wireless industry lens, so I decided to have have some fun and explore the NFL dispute as an analogy for the wireless industry. The Analogy:  The NFL Owners and Players have reached an impasse over their respective shares of TV revenues and ticket sales.  Similarly, wireless carriers and tower companies are squabbling over appropriate…

8 Signs the Tower Industry is Maturing

Monday, February 7th, 2011

The publicly traded tower companies like American Tower continue to set new earnings records and stock market highs.  Margins are growing, and valuation multiples are often double that of their primary customers, the wireless carriers.  Yet the tower industry may be nearing or even past the peak of its high earning growth stage.   The good news is that even if high growth rates are not in future, exceedingly strong cash flows are a sure bet for…


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