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