Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
For his "Executive Decision" segment, Cramer sat down with Jim Taiclet, chairman, president and CEO of American Tower (AMT) , the nation's largest cell tower operator.
Taiclet said that American Tower sits at the intersection of real estate and technology -- and in today's marketplace, that's a great place to be. His company owns over 40,000 towers across the U.S. and as technology expands into 4G and 5G networks, the name of the game will be adding more capacity to every one of those towers.
Taiclet was bullish on his company's international prospects, saying that India will be a huge wireless market once the country has consolidated into just a handful of well-capitalized providers that can truly invest in their networks.
When asked about a possible merger between Sprint (S) and T-Mobile (TMUS) , Taiclet explained that there might be some short-term churn if the two players merged, but over the long run, what matters for American Tower is how much data people use every month. That number used to be one gigabyte, now it's five gigabytes.
Cramer said Apple (AAPL) is not the only way to play the smartphone revolution, American Tower is a great investment as well.
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