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Changing Dynamics in the Cell Tower Marketplace
August 19, 2011
Top 5 Emerging Cell Site Trends | selltower.com
Consolidation will be the next great trend in the wireless industry - and not just the carriers like AT&T and T-Mobile! New technology developments in the area of Radio Access Network (RAN), small cells, and the need to lower costs will curtail the development of traditional cell sites. However, the existing base of towers and rooftop sites are likely here to stay.
Will Sprint Leave Clearwire in the Cold?
July 19, 2011
Can Sprint realistically support both LTE and WiMax? | computerworld.co.nz
Many in the industry point to Sprint's experience supporting both CDMA and iDEN as evidence that a wireless carrier cannot support two technologies at the same time. While it may be true that Sprint should not support both WiMax with Clearwire and LTE with LightSquared, the reason is more spectrum than technology based. Furthermore, RAN share options open up interesting opportunities.
Is TV Spectrum as Lazy as TV Couch Potatoes?
July 4, 2011
The Secret Life of White Space Radio | news.cnet.com
Innovative UK company Neul is busily building wireless networks that use the "white space" available in TV spectrum that occurs because transmission towers are so far apart. Neul estimates that over 90% of geographical space covered by TV spectrum can actually be covered by low power radios operating in the very good TV spectrum.While white space radio technology provides a way to fully utilize the TV spectrum, it does have some hurdles to overcome before full scale deployment is possible.
LightSquared and Sprint: The New Odd Couple
June 19, 2011
LightSquared Reaches 15-Year Sprint Deal That May Be Valued at $20 Billion | www.bloomberg.com
Bloomberg reported June 18 that Sprint and LightSquared finally ink the highly anticipated RAN share pact. This agreement should signal the start of the Sprint Network Vision upgrade program as well as an acceleration in the LightSquared network deployment. With the conservative Sprint and the upstart LightSquared with a FCC mandated deployment schedule to meet, we will certainly have some Odd Couple moments. Some interesting clues are already showing.
How Low Can You Go With Wireless Antennas
June 5, 2011
Wireless Carriers Making Friends in Low Places | SellTower | selltower.com
Every generation of wireless antennas seems to deployed lower to the ground. Thanks to more efficient technology using less power, there is also less RF Emissions. While this trend may not be welcome by the tower industry, there may soon be a new type of property owner enjoying cash flows from wireless leases.
Towering Revenue Projections for 2011
June 4, 2011
LTE deployments signal new revenue for tower companies | www.fiercewireless.com
The U.S. tower companies are ready for an influx of revenue from expansions of existing sites as LTE deployments accelerate this year. Negative impacts of the AT&T acquisition of T-Mobile and possible RAN Share among Sprint, Clearwire, and LightSquared are not enough to dampen the tower companies' predictions of earnings growth. Credit must go to the tower industry founders who set the precedent from the onset that equipment additions would result in costly amendments to collocation leases.
May 31, 2011
FCC kicks off review of cell signal boosters | www.macworld.com
On April 6, 2011 the FCC announced a Notice of Proposed Rulemaking (NPRM) acknowledging the need that consumer signal boosters are necessary to fill gaps in the carriers wireless coverage. Bird Technologies, the DAS Forum, and Wilson Electronics petitioned the FCC for standards regarding consumer signal boosters. The reasoning behind the petition was to protect their businesses.
Isis: A Killer App That Will Drive Wireless Usage
May 19, 2011
Isis calls on Apple, Google and Sprint to join mobile payments network | www.fiercemobilecontent.com
Isis, the joint venture established by Verizon Wireless (NYSE:VZ), AT&T and T-Mobile USA to build out a nationwide mobile commerce network, said it welcomes the addition of competitors like Apple (NASDAQ:AAPL), Google and Sprint .The real news is that the carriers and credit card companies are all clamoring to get into the mobile payments business and this has huge potential to drive network usage.
Wide Spectrum of Solutions to Network Capacity Needs
May 17, 2011
Meeting the need for spectrum | news.cnet.com
The wireless industry is clamoring for more spectrum. AT&T even cites limited spectrum availability in its justification for purchasing T-Mobile. Yet adding more spectrum for wireless telecommunications is only one of many solutions to network capacity problems. Furthermore, it is probably not the most efficient.
TD-LTE: Coming to a Network Near You
May 13, 2011
Alcatel-Lucent and China Mobile make first TD-LTE call in Shanghai | lteworld.org
Alcatel-Lucent and China Mobile have successfully completed the first call over a trial TD-LTE network deployed in the city of Shanghai, China. This latest success for Time Division (TD) LTE could lead to adoption of this technology in the United States where spectrum is limited.
LightSquared GPS Concerns Taking Flight
May 8, 2011
The GPS crisis: how serious is it? | www.militaryaerospace.com
The GPS interference issues revolving around LightSquared seem to be narrowing down to aviation uses of GPS equipment. While air safety cannot be compromised, plans are already in place to mitigate risks while the GPS industry has time to make the changes suggested by the FCC for several years.
LightSquared and Cellular South; Is Roaming Just the Beginning?
April 23, 2011
LightSquared and Cellular South Announce They Have Entered Into a Bilateral Roaming Agreement | money.msn.com
LightSquared and Cellular South announced that they have entered into a reciprocal roaming agreement. Cellular South gains access to LightSquared's LTE network and satellite coverage while LightSquared gets a viable wholesale customer plus a viable cellular network in the deep South for roaming purposes. Could this roaming agreement be the first step towards further network integration?
Investing in a LightSquared IPO
April 15, 2011
Report: LightSquared contemplates IPO for this summer - FierceWireless | www.fiercewireless.com
According to unnamed sources, LightSquared is considering an IPO this summer. While this is a good financial move for LightSquared's owner, Harbinger Capital Partners, would a publicly traded LightSquared stock be a wise investment? The key is how LightSquared will deploy its network.
FCC Pole Sharing Ruling A Troubling Precedent for Tower Companies
April 9, 2011
FCC believes lower pole fees will lead to wider broadband deployments | www.fiercetelecom.com
With its Pole Attachments Order issued April 7, the FCC has not only reduced the timeline telecom providers to attach communications equipment to utility poles, but also set the rate for attachments by telecommunications companies. By lowering the attachment rates and attachment timelines, the FCC believes that it will be able to expand availability of affordable broadband. Might the FCC take the same approach to cell towers?
Win-Win-Win for Sprint, Clearwire, and LightSquared
April 8, 2011
Sprint to Sign Network Sharing Deals with LightSquared, Clearwire: Analyst - International Business Times | www.ibtimes.com
There has been talk for months about a network sharing arrangement between LightSquared and Sprint. These talks also fueled much speculation about the ultimate disposition of Clearwire. While not definitive, today's news from Credit Suisse provides enough details to lend credibility to the claim that both LightSquared and Clearwire are set to network share with Sprint. This full Radio Access Network (RAN) share agreement provides benefits to all three parties.
April 4, 2011
For LightSquared No Network Is No Problem | gigaom.com
Despite a string of announced deals to use its network, a FCC waiver allowing it to deploy terrestial service in its designated satellite spectrum, and a possible network sharing agreement with a national carrier, the nay sayers are still attacking LightSquared. Even the GPS interference issue is being raised again. So should LightSquared just give up now?
Verizon - Alltel Deal May Provide Guidelines for AT&T's Purchase of T-Mobile
March 24, 2011
T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com
Both the Department of Justice and the FCC reviewed the Verizon Wireless acquisition of Alltel and required that certain overlapping markets be divested. These same standards should be applied to the AT&T acquisition of T-Mobile.
March 21, 2011
AT&T Buys T-Mobile: What Does It Mean For Consumers? | www.ibtimes.com
AT&T just announced that they will purchase T-Mobile USA from Deutsche Telekom AG for $39 billion. This transaction – even after the FCC and DOJ force significant divestitures – will make AT&T the largest wireless carrier in the United States
Sprint's Project Leapfrog Produces Interesting Options
March 16, 2011
Which Princess Will Kiss This ‘Leap’ Frog? | SellTower | selltower.com
Sprint 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. Leapfrog could also include full RAN share opportunities.
CTIA 2011 Should Be Worth Attending
March 12, 2011
5 Reasons to Attend CTIA 2011 | SellTower | selltower.com
The combination of economic downturn and shrinking margins at the wireless carriers have lead to a downturn in wireless carriers attending industry events like CTIA. Predictably, many vendors and investment professionals have followed suit. Yet 2011 may be very informative due to pending carrier announcements and new technology developments.
February 7, 2012
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011