This Week: Crown Castle, Zayo, Grain Management, Recession Fears, and Handset Trends

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