So many rumors, half of which make no sense to me. Anybody having any solid info?
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Hey now. Who bought who? Who's selling who? There's no need to debate who wears the pants here. It's the group keeping the company name, benefits, and jobs. Enjoy the crummy job market with your overinflated ego.
Lol @ the Tower folks are smarter guy. Yep, yall are so much smarter that a PC 6 months into the job had to teach multiple multiple decade+ tenured PMs how to use PMT and how to properly forecast financials, along with babysitting CMs who couldn’t figure out how to fill out SOVs nor the difference between what could be classified as capital costs vs normal costs
Tower people are living in that past. Once the 4G roll out was completed you plateaued. What happens next... Layoffs. Just sit around and hope 5G is rolled out soon so you have something to sell.
2 or 3 customers, what's the difference. You are one customer away from falling flat on your face. Good luck.
Fiber Business is slow and steady. And under the correct Management team will flourish once again!!!
All us tower people think you're a dum--ss. And I can tell that by your statement that you don't know what the f*** you're talking about. Check the record towers was doing great before that id--t JB decided to buy fiber in small cells. And last I heard there's 3 customers out there. Did we give AT&t all their towers back or T-Mobile's or even Verizon's I don't think so. When they do sell fiber and small cell hopefully you get to go with that company and we'll see how long you last.
The ROI and small cell and fiber are freely available to anyone in the company. Small cells are not the drain that enterprise fiber is. That's just a fact. And I do understand the fiber business, I exclusively work in fiber and came to crown through an acquisition. Just because you haven't bothered to learn how our company operates doesn't mean that I don't know fiber.
Much like you don't know the fiber business. Small Cell is the Drain which is why they put that under the fiber umbrella to make Fiber numbers suffer and Tower look better then they actually were. What's going to happen when one of your 2 customers merge then you will be down to 1 customer. Better diversify.
Tower have decade long contracts with escalators and extremely limited opex requirements. To say it's a bad business mean you just don't understand the business.
All you tower people are delusional. You Have 2 customers and declining sales. Fiber without Small Cell (Basically 1 anchor tenant is a loser business) is chugging along with record quarters.
Sell Fiber to a PE and we will flourish as we always have.
If TPG is the PE heavily rumored last month in some meetings, then they absolutely want the small cells
Small cell is on the table, the articles made it sound like the two companies who want it are open to taking small cell with fiber but it doesn't sound guaranteed.
DEI without fiber will take e a huge hit because of Miami alone.
Is it small cell too?
Fiber is a goner, it’s already being mentioned online and industry insiders are discussing the impact to our business model. Stock is sliding downward, hopefully it will recover quickly.
Also, there are discussions on how we maintain our DEI ratios if we separate fiber employees.