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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (144063)1/16/2002 10:44:51 AM
From: reaper   of 436258
 
here's a group to potentially have a look at
finance.yahoo.com

tower companies. wireless net adds in free fall, which lessens the needs for new towers. lifting of spectrum caps, which will encourage M&A of wireless service providers, will also lessen the need for towers.

all these guys have HUGE debt loads, and won't be free-cash positive until 2004 at the earliest (jeez, what industry has told me that story before <g>). my play has long been SITE, as the most indebted and least likely to survive. they all might be terminal BK candidates now, and there's still a lot of market cap for AMT and CCI to shed.

Cheers
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