Tag Archives: Telecom

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[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

In the US, tower companies have enjoyed a 20-year growth tailwind that shows no signs of fatigue.  The population of wireless subscribers has grown at a high single digit rate, from fewer than 130mn in 2001 to 440mn in 2018. In turn, network standards have evolved – from 2G (voice, SMS; 2000-2006) to 3G (mobile […]

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