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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13781)	1/25/2002 10:18:01 PM
From: Softechie	Read Replies (2) of 78753

Take a look at number of companies doing successfully in this market...count 4! Yup 4 major companies: AMT CCI SBAC SITE. There's BIGT but it's going to be dead. These companies are dealing with carriers like AWE PCS VZ T Q BLS SBC. It may come down to 2 major players and leave the rest out or buy them out. The business model is pretty simple but requires major capital. Buy/lease land, build towers, put carrier's equipments on towers, charge carriers for leasing space and installation and technical support. Most wireless carriers lease towers from one of these major players. The drawback is growth in subscribers and expansion to other markets. Market is jittery about liquidity and economy and that's why they've dumping last 3 weeks. I see this market is based on population rate. As it grows so will the wireless demand. I don't see this country will slow down in population growth. It's the core of every single demand.

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