Towers: Wireless, Broadcast, Microwave and Teleports

STOCKTALK

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Technology Stocks
Towers: Wireless, Broadcast, Microwave and Teleports

An SI Board Since October 1999

Posts	SubjectMarks	Bans
22	4	0

Emcee: p friend	Type: Unmoderated

Introduction Compact

This is a consolidating industry. Players identified: American Tower Systems (AMT), Crown Castle International (TWRS), Pinnacle (BIGT), SBA Communications (SBAC), Spectrasite (SITE). All are buying existing towers from telecom companies to assemble national portfolios of tower properties and leasing tower space back to same telecom companies. Additional tower space available for other telecoms provides the upside opportunity. National portfolio of tower space will appeal to growing wireless players and new entrants. Comments on all aspects of this industry are welcome here. No flamers or off-topic jive.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
22	talk about wankers no doubt you're the 'wireless' leader hahahaha	Mr.Manners	-	5/19/2000
21	you wanker!!! Im going to feed you viagra with a fixed tube into your arm and t	Natedog	-	5/19/2000
20	that's due to your drinking :-)	Mr.Manners	-	5/19/2000
19	damn, getting stuff built in Toronto is expensive. I have 3 sites on the go an	Natedog	-	5/19/2000
18	Thank you for the invitation. I have bookmarked your thread and will add what	p friend	-	11/23/1999
17	p friend, et al, Another brief discussion on towers begins at: Message 120363	Frank A. Coluccio	-	11/22/1999
16	SBAC earnings Friday. Tower Stocks heating up this week...this sector is ready	Paul Berliner	-	11/10/1999
15	423 CREDIT SUISSE FIRST BOSTON CORPORATION. Reinstating coverage of American	p friend	-	11/10/1999
14	The following is a cash flow builder for TWRS. Looks good! 11/05 06:17 Crown	p friend	-	11/5/1999
13	One antenna per tower does it for a cellular provider. The antennas are small	p friend	-	10/29/1999
12	p friend, Thanks for the response. After writing the post, I happened to drive	Joe Tokarz	-	10/29/1999
11	Steady payers.	Cape Blanco	-	10/26/1999
10	"I think they will be utilities." ???? Explain please. Do you live	p friend	-	10/26/1999
9	I traded it last summer and decided to keep a small position. AMT only came to	Cape Blanco	-	10/26/1999
8	Sorry for the delay. I did not know the tower would be in your yard! I though	p friend	-	10/26/1999
7	Thanks for the response. I turned them down as the tower would have shot the v	Cape Blanco	-	10/26/1999
6	AMT is buying the existing microwave towers from AT&T, as AT&T no longe	p friend	-	10/26/1999
5	The lease rate for the almost quarter acre of land should be related to the loc	p friend	-	10/26/1999
4	pfriend, New to this thread and business, so can I ask a couple of questions?	Joe Tokarz	-	10/23/1999
3	A site locater from ATC wants to lease 10,000 sq.ft. from me for 350.00 a month	Cape Blanco	-	10/21/1999
2	09/13 09:06 American Tower and AT&T Enter into 3,000 Site Pact <AMT.N>	p friend	-	10/19/1999
1	10/19 06:18 Crown Castle Signs Metricom to Master Agreement for 500 Wireless D	p friend	-	10/19/1999

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