Aaron Blazar

Spending $41B-plus on spectrum is only the beginning

As featured in RCRWireless

This week marks the continuation of the advanced wireless services 3 spectrum auction, also known as Auction 97. With bids passing $41 billion, the auction is re-emphasizing just how much value mobile service providers place …

Aaron Blazar

Why ATLANTIC-ACM is bullish on fiber

As featured in RCRWireless

On Oct. 17, Zayo began trading on the New York Stock Exchange, marking the return of a pure fiber infrastructure provider to the public markets. Zayo has built a fiber infrastructure business with a deep metro …

Aaron Blazar

Backhaul isn’t always about fiber

As featured in RCRWireless

Discussion around the cellular backhaul market in the United States today places a heavy emphasis on fiber and putting more glass in the ground — and for good reason. Ultimately, Atlantic-ACM believes that in order to …

Peering Through Your Portal: Taking a Hard Look at What Your Customers See

 

It’s been said that the eyes are the window to the soul. After conducting more than 25 interviews about Web portals with business customers of large telecom carriers, ATLANTIC-ACM found that end-users view customer-facing Web portals as windows into

Judy Reed Smith

Shaking the Tree, Boss

As I sat down to write this blog on Tuesday afternoon, July 29th, 2014, the US stock market was heading gently downward. However, the most important of industries had virtually all companies – from AT&T and Verizon down to the …

Aaron Blazar

Sprint and T-Mobile US: Three Other Reasons it Might Not Have Worked

Regulatory hurdles have apparently put to rest Softbank’s plans to bid for T-Mobile US, but the potential deal faced headwinds on several other fronts, including go-to-market strategy, coverage and network integration. All in, just like any other deal, the combination …

Charlie Reed

Level 3 – tw telecom Deal to Create New “Major Player” in Business Telecom

Background:

Level 3 announced the planned acquisition of tw telecom for approximately $5.68B in a cash and stock transaction.

Analysis:
If consummated, the deal will have the following impacts on the market:

  • The deal will help both companies compete. tw
Aaron Blazar

VIDEO: RCR Wireless News Chat with ATLANTIC-ACM About Small Cell Economics and Realities

RCR Wireless News editor Dan Meyer held a live chat with our own Aaron Blazar for RCR readers about the current economic and marketplace realities surrounding small cell development projects. If you missed the live chat, a replay is available …

Judy Reed Smith

Fast Lane, Slow Lane

As Google unveiled the first images of its self-driving car prototype, I could not help but notice its most prominent feature – the face across the front. This design element has suffered plenty in reviews and commentary, but I get

Aaron Blazar

Wireless Infrastructure Value Chain Consolidation?

Historically, the wireless infrastructure value chain consisting of tower operators, fiber backhaul providers and neutral colocation facility providers has existed as three distinct provider groups. With increased consolidation in each of the infrastructure sectors, and increased focus on turnkey wireless …