Who's building?
Two little industry birdies tell me the following:
T-Mobile. They've cut their development budget to nothing due to the Cingular/AT&T merger. Cingular revoked the spectrum sharing arrangement in California and now T-Mobile is scrambling to put money together to buy spectrum.
Cingular. Things go on as normal. Many companies building towers for them.
AT&T. They've shut down building completely. I have not heard from anyone that they've started back up again.
Nextel. Same as last year, heavy development. [Nextel's told the financial community they'll build 2,200 sites this year, ed.]
Verizon. Sorry, I don't hear too much on them.
Sprint. Going forward with their "Keebler" project, a New England and Mid-Atlantic regional cell build. 300 new and infill sites there. Rest of the country as normal. One interesting thing I've heard recently is that Sprint may sell all their sites.