Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
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Lightower Fiber Networks Exploring a Sale
Lightower Fiber Networks, a privately held fiber network carrier in Massachusetts, is exploring a sale, two sources said. Level 3 is rumored to be...
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Purported Sales of Verizon and AT&T Enterprise Businesses May Prove Challenging
As Verizon Communications Inc. and AT&T, Inc. have spent billions to purchase spectrum this year and appear poised to do so next year as well,...
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