This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
This post discusses the market capitalization changes for the week ending Nov 27.
This article discusses three sources of T-Mobile’s 3Q earnings strength. We also discuss Microsoft’s Cloud PC project and iPhone 12 Pro results
This week's Sunday Brief is available as a PDF here: Download This week's iPhone availability (as of 10/31) is available here as a PDF:Download November greetings from Davidson/ Lake Norman, where we endured the remnants of Hurricane Zeta this week. The picture...
This Brief discusses the Apple iPhone announcement, Verizon’s 5G Nationwide service, T-Mobile’s wireless home Internet service, and FCC comments on Section 203 of the CDA
This article analyzes AT&T’s current sickly condition and identifies several areas that will bring it back to health.
Editor's Note: this week's Sunday Brief can be downloaded hereDownload Northern-burbs-of-Chicago greetings from a recovering sell-side analyst! Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his...
This article discusses the opportunities available from the recent CBRS Auction (FCC Auction 105).
This article analyzes the week’s news in the telecom and tech industries and also looks at the impact of a Biden presidency on the telecommunications industry.
Editor's note: a PDF of this week's Brief is below TSB August 16 finalDownload Mid-month greetings from “move in” weekend at Davidson College. Attached is the “scene” at the College as they grapple with containing outbreaks while maintaining the liberal arts...