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No Fawlty Towers
Crown Castle owns and leases cell-phone towers. But, the company also has a key technology in the coming "sea change" of live video over cell phones, said Cramer.This "extra edge" distinguishes CCI from its cell-phone tower competitors, he said. Although no one can be sure how popular video over cell phones will be, even if it flops, CCI is well positioned in the current cell-phone-tower-leasing bull market, said Cramer. Cramer believes that Verizon (VZ - Get Report) will begin offering live video via cell phones in 2006 using Crown Castle's technology. Nokia (NOK) may also use Crown Castle's technology, he said. Finally, Broadcom (BRCM - Get Report), a key player in video over cell phones, is aligned with Crown Castle, as well, said Cramer. Cramer is still bullish on cell-phone tower plays Global Signal (GSL - Get Report) and American Tower (AMT - Get Report) as well as handset maker, Motorola (MOT), cell-phone "innards" maker Skyworks Solutions (SWKS - Get Report) and cell-phone chipmaker Qualcomm (QCOM - Get Report). But, "I just like CCI better than any of them at these prices," he said.