Towerstream $TWER up today in a bad tape. Here is why?

Boingo Wireless, a carrier and non carrier provider of SAS and roaming services, established a business relationship with Towerstream some time last year.  Boingo CTO, Niels Jonker, in an interview with Fierce Broadband Wireless, say that the carriers, along with cisco and others are employing enough resources to ensure interoperability between wifi hotspots and the mobile networks will be completed by late 2012.  This validates Jeff Thompson's comments on Towerstreams most recent conference call.  I think Jeff was right when he said it would be weeks, or even days, when we announce a carrier offload contract in 5 of your markets.

JWells

Dragonwave $DRWI; NSN Ink deal with Saudi Arabia to build

Dragonwave $DRWI, from the bloodline of Nortel and Sir Terrence Matthews announced today that Nokia Siemens Network was chosen to build out 1/3 of the 3G and 4G network in Saudi Arabia. This is the sweetspot for Dragonwave as fiber would be very expensive and maybe impossible to lay in rural areas around the world. Dragonwave recently became the exclusive supplier to NSN for Microwave transport products in order to provide a complete end to end solution network companies are looking for as they build out a global highspeed broadband cellular network.

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JWells

Towerstream $TWER Which carrier will break Towers Cherry?

Which carrier will sign the first carrier deal with Towerstream in the coming days and weeks is interesting to think through.We know that ATT needs towers assistance more than any other, but I think it will be Sprint($S) that comes to the table first with a contract.
The reason is, Sprint is now heavy into its network expansion of 4G LTE called "Network Vision". Also, Sprint, along with its wholesale partner Clearwire ($CLWR), has been recently buying product from Dragonwave ($DRWI). Clearwire's network is nearly 100% Dragonwaves product and we know that  Towerstream's network is mostly Dragonwave carrier class product as well. My thoughts tell me, logically, a Sprint and Towerstream would be an easy and quick integration with the two networks with little capex spend for tower.

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JWells

Apple, Intel, and Oclaro What do they have in common?

Several years ago, Intel announced back in 2009 that, at the bequest of Apple, would develop a solution to transfer information among consumer products at light speed.  Intel called it Project LightPeak(renamed later,Thunderbolt, by Apple).
The solution to build it was there, but the price was considerably above the price Apple needed the product.
In steps Oclaro. Intel found that Oclaro possesses the scale, expertise, and experience to provide parts of the product within the cost structure demanded by Apple.
Oclaro is about 75% recovered from the Thailand floods. During this flood infected revenue decline, Oclaro is transforming its business model from a capex only model to a model with both capex and consumer revenue.  Project thunderbolt will provide a powerful revenue growth engine for Oclaro.  When we apply significant capex spending from the cable co's and carriers, we could say with great confidence that in the coming year or two, Oclaro will be, at a minimum, a 3 bagger.

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Jwells

Towerstream $TWER & Femtocell's/Picocells

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

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JWells

 

Towerstream $TWER Potential Value

Today, I am going to explain what I think the value of Towerstream at this very moment and then in 1 year.

Crown Castle recently acquired Next G (a private company similar to towerstream).  Next G has 7000 nodes built.  Crown Castle paid $142,000 per node.  7000*$142000=$994,000,000.

Towerstream currently has 1500 nodes.  1500*142,000=$213,000. Tower has 55 millions shares.  So Tower is worth 213/55= $3.87.

Towers said they will build an additional 3000 nodes at a minimum over the next 12 months. So the market cap based on the price paid by Crown Castle for Next G would be 4500*142,000=$639,000,000. Divide this by 55 million shares and we arrive at $11.61.

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