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Recent Comments

• mhammett : I'm not sure I'm a fan of this.

• anonymous: So 2019 is when we finally hit Peak Telco naming....

• anonymous: Congratulations Bill, Sunny, Mike and team.

• mhammett : I've never considered Sunguard to be a real player in the data center space.

• John M. : Zayo has been very open about their REIT desire, seems like a good prediction to me.
• anonymous: Thanks, Agree on all but the Zayo REIT - definitely agree on Crown Castle
• Christian Koch : I agree with a handful of these and have a crazier take on zayo. https://christiankoch.nyc/blog/2019
• Anonymous : Berkshire has very good (external) specialist advisers on these kinds of acquisitions.
• Anonymous : Nation states have the ability to break most kinds of encryption, although it may take time (eg GCHQ

• Nathan : Very informative. It is quite interesting to learn how different countries are celebrating 5G techno