With all these new technologies and application platforms allowing new ventures to pop and grow stronger everyday (i.e. FourSquare, Yelp, Zoosk, Dropbox, Loopt), more and more Americans are turning their 2G phones off to get full 3G experience with smartphones.
Whether they are running in Android OS by Google or iPhone by Apple, it is true that the current of wireless-sea has changed 180 degrees. You can see that by new phones made by HTC, Samsung, LG, and many other manufacturers. The new phones are either emphasizing social web uses on the phone or web-surfing capability.
These 3G internet access through wireless network actually is a big hassle for network providers like AT&T and Verizon. (take those Sprint out, I do not like their stupid move to chase MetroPCS anyway. That was T-Mobile's job, not Sprint's)
Now, then, with increase in number of 3G-smartphone users, what companies will be gaining more profit, or market growth opportunity?
1. American Tower Corp (AMT): I mentioned this company long ago to use it as a "blue-chip" in your portfolio. This company dominates cell tower ownership in US. And because there's always flowing demand of cell tower uses by network providers, this company do not really get affected by overall market turmoil either. People use cell phones in recession anyway.
2. CommScope (CTV): CTV is the largest maker of Antennas for cell towers. It uses up-to-date technology to maximize utilization of each cell towers and I believe their sales will grow in the same direction with number of 3G smartphone users. According to FastMoney by CNBC, this company also has India exposure, which the subscriber of cell phone is increasing avg 85% yearly.
These are two major players behind.
Well, I have studied American Tower for about a year and half now and just started on CTV.
