If you are not aware, Towerstream has big news coming.As of yet, I still cannot find an official article stating what is taking place which suggests that the shares of Towerstream are poised to make a serious move higher in weeks or even days. If you would like to know, read some of my older posts on TWER.
Small cell technology has officially been adopted by the carriers as part of a solution to solve the spectrum crisis (Ericsson buys BelAir Networks, ATT and Verizon announce they will be using WiFi Offload programs (http://www.rethink-wireless.com/2011/05/20/verizon-follows-att-wi-fi-offload-tiers.htm) . We hear about the looming crisis. It is here right now! So, I decided to write about the manufacturers that I think will benefit most in a new evolution of Tower Companies as small cell technology begins shipping its first products Q1 2013.
But before I do, I have learned that the small cell technology currently cannot handle voice, does not need backhaul(i presume that means each node b/c eventually everything has to travel down a backhaul) and also interferes with a macro cell towers spectrum. So keeping on top of technology changes will be a priority as investment dollars move from laggards to leaders.
Right now I have identified 3 companies that can supply complete end to end solutions. They are:
Alcatel Lucent $ALU
Ericsson/BelAir Networks $ERIC
Nokia Siemans Networks/Dragonwave $DRWI (Merger Pending)
More to follow
PS. Please click an ad so that I may continue. Thx
JWells
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