The Sunday Brief
A PDF of this week's Sunday Brief can be downloaded here:Download Snow and ice-filled greetings from Davidson, NC, and Springfield, MO. Pictured is yours truly (with assistance from a nephew) providing an afternoon snack to a few of the many bovines at the...
This article discusses market changes for 2020 as well as four key non-COVIDS events that will shape the telecom industry for years to come
This is a special market commentary on equity market capitalization changes through Dec 24 and also C-Band auction implications.
This post examines the inventory levels of the iPhone 12 Pro and iPhone 12 Pro Max through Dec 27
This article discusses varying strategies toward residential fixed wireless and the impact of each company’s path on the cable industry.
This article discusses the role of increasing quantities of streaming content and competitive intensity, comparing AT&T’s strategy wiht their peers.
This Brief touches on several new items over the part two weeks, including iPhone 12 backlog/ shortages, Xbox to the TV, day-and-date decision for 2021 theatrical releases and Opensignal report
This post discusses the market capitalization changes for the week ending Nov 27.
This is a post focused on iPhone 12 Pro and Pro Max availability
This week’s Brief analyzes three companies who will be using newly raised capital to grow their businesses. We also look at telecom carrier comments from various analyst conferences and iPhone 12 pro and Pro Max availability.