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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stomper who wrote (39447)	7/27/2001 2:34:46 PM
From: Jim Willie CB	Read Replies (4) of 65232

checking out Crown Castle Intl (CCI) (thanks for pointing out this competitor) seems similar in business plan, but covers England & Aussie has three subsidiaries that may have some autonomy has almost twice the number of towers in total as AMT trades at a discount to book value, where AMT equals book has 30% less sales/share as AMT equivalent debt ratio has less cash in the till each has hefty EBITDA each is booking losses in earnings reports has lower operating margin loss (unsure how) has much higher payscale for executive mgmt but AMT has much higher short interest in stock shares similar stock charts, hurt by telecom pain on mktcap comparison: CCI is at $2.1B vs AMT at $3.2B on FY2001 sales: CCI a little below AMT's expected $1.0B so Price/Sales ratios are 2-3 to 1 with such high fat profit margins, with low maintenance overhead, with solid growth, in my view that projects to very low PE ratios eventually both look good as economy recovers I like native firms better, closer to home, more free enterprise do you prefer CCI? I like AMT / jim

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