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Analysts Don Kellogg and Roger Entner discuss the latest news in telecom, including the
Crown Castle asset sale, spectrum changing hands, and recession indicators and
predictions.
00:26 Crown Castle shifts strategy with asset sale to Zayo
02:50 What's in it for Zayo?
03:58 Elusive network economies of scale
04:59 Grain Management acquires spectrum
07:34 The role of private networks
08:29 Recession, or not?
10:57 Can anything replace device sales?
12:46 Government response to crisis is key
14:10 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don
Kellogg, Roger Entner, Crown Castle, towers, fiber, carriers, Zayo, AT&T,
Verizon, Dish, multi-tenant, economies of scale, Ericcson, Sprint, T-Mobile,
spectrum, Grain Management, private networks, Nextel, recession, cable,
economy, handsets, devices, AI, retail, government
200 episodes
