This article analyzes the impact of an increasingly economizing mindset on revenue and profit opportunities for the telecommunications industry
The Essential Economy’s Impact to the Telecommunications Industry
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The Economizing Effects of the Essential Economy
Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a tough week in...
Cisco CEO, Chuck Robbins, Interview on CNBC This Morning
Great interview from a great person. Around 3:50 in the link below, Chuck cites the following: WebEx accounts have doubled in the past 10-11 daysSince the China outbreak, 22x increase in WebEx traffic4-5X increase in WebEx traffic in Japan, Korea following their...
The Domino Effect of Contagion and Market Turbulence
Without a doubt, economizing will be an important theme through the end of 2020.
The Sunday Brief: Candidate Sanders’ Internet Plan – Out of Bounds?
Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close): ...
Incumbent in Name Only
Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief. Here’s a snapshot of the carnage from the week that was (versus 2019 market gains): As many in the financial community have already...