TRVCOMMUNITY.NET

It's looking like Verizon (VZ) was the play. I've been long Crown Castle (CCI), a pure-play cell-tower REIT, accumulating on the dips since November. Based on your work I would have opted for Apple (AAPL). I think the space will continue to be good versus the broad market for the remainder of the ...

Yep. Before reading your conclusion, Cisco was the company I thought of.

I would add that I also considered AMZN, MSFT, IBM -- CSCO has the best 'alignment' IMO. AMZN is much more retail / logistics, despite the massive business they have in AWS. MSFT really is not about the servers/ tel-net ...