Greetings from Lawrence (KS) - pictured, Kansas City, and Dallas. It’s been a busy week in the telecom world, with continued speculation about potential cable marriages (the latest on Friday was a combination of privately-held Cox Communications and Charter), robust...
Earnings Drivers for the Second Quarter (Part 2)
Greetings from Dallas. This is the first time in 17 weeks I have not included a list of cities before or after Dallas. A week without travel – very sweet indeed! However, this was no time for a vacation, as news was busting out all over. With the vast majority of...
Sprint facing a new wireless pivot point: My Bloomberg interview (June 30)
“There is a new captain of the ship, the ballast of the iDEN network has been thrown overboard, but the path to victory is very narrow and victory is not certain.”
Quarter to Date Results: Wireless and Cable Show Great Gains (No Fooling)
We'll talk more about it in the week's Sunday Brief, but the first quarter was very good to the wireless and cable providers. Not as good to the remaining wireline telcos, thanks to the dividend cut and corresponding stock price hit that CenturyLink took in February....
A Lot of Moving Parts (or D. All of the Above)
For computer users: sunday brief 10 Feb 2013 For mobile phone users: sunday brief 10 Feb 2013 - A Lot of Moving Parts (or D. All of the Above)
Clearly an Unclear Outcome
For computer users: sunday brief 20 Jan 2013 For mobile phone users: sunday brief 20 Jan 2013 - Clearly an Unclear Outcome
Third Quarter Results – Tricks or Treats?
For computer users: sunday brief 28 Oct 2012
Presidential Politics and America’s Telecommunications Priorities
For computer users: sunday brief 21 Oct 2012 For mobile phone users: sunday brief 21 Oct 2012 - Presidential Politics and America's Telecommunications Priorities
The Sunday Brief, October 14, 2012: To What End- Sprint and Softbank
For computer users: sunday brief 14 Oct 2012 For mobile phone users: sunday brief 14 Oct 2012 - To What End - Sprint and Softbank
Who Had Their Vacation Cancelled This Summer?
For computer users: The Sunday Brief 12 Aug 2012