It’s almost September, which means the return of two highly anticipated things in the United States – Football and CTIA! Ok, maybe CTIA doesn’t have quite the broad appeal of football, but to us wireless folks the annual gathering in Las Vegas is still a pretty big deal. We are now less than 2 weeks away from the start of the show, so I thought I’d get a conversation started around things we might expect this time around. Staying with a football theme (admittedly a stretch) I
I want to begin by thanking everyone for the great response to Part #1 of my blog “A Towering Issue -How We Got Here”. Clearly a lot of people are interested this topic and are VERY interested how it might all play out. So with that as a preface, I will now take a shot at where I think all this is heading in this Part #2, titled “What Happens Now?” I see two main factors influencing the shape of the tower industry in the future, namely new technology and competitive factors.
Earlier this week AT&T raised eyebrows by saying they were not comfortable with the current tower business model. The long term viability of the current model was questioned, and they also announced that an internal task force had been formed to look at alternatives. T Mobile essentially followed suit, adding that the current model has become too complicated. And earlier this year, Sprint caused a stir in the industry by stating intentions to move wireless equipment off tradi
My favorite philosopher Yogi Bera, once said, “The future ain’t what it used to be”, and that is the theme of this blog. With a shout out to my business partner Hamish Caldwell for collaborating on this one, see if you can identify these two companies from the following publicly available information: Company #1: They are currently building out fiber in major metro areas in the U.S. They have an MVNO offering designed to provide consumers a better network experience since it