End of year greetings from Fraser, CO and Lake Norman, NC. This has been a week of reflection, not only on the year but also on the decade that was. Taking some time to contemplate the changes that have occurred over the past ten years is instructive and helpful. ...
Programming Tomorrow’s Network
Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo). There are a lot of follow-ups to cover, and, if reports are true, there may even be a settlement between the Attorneys General and T-Mobile/ Deutsche Telekom/ Sprint/...
The Long, Long Run
Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, NC (where it really feels like winter even though it’s mid-November). This week’s TSB is less about the week’s events and more about strategy fundamentals. Next week’s edition...
What Matters in Wireline – Enterprise, Expense Management and Extinction
Greetings from the Queen City, where the IT scene is red hot even though cooler fall temperatures have finally arrived. I was pleased to be the guest of San Mateo-based Aryaka Networks at the 2019 Orbie (CIO of the Year) awards on Friday. It was great to catch up...
Dominate, Divest, Dedicate, Deliver – The Elliott Memo Appendix
Greetings from the Windy City, where yours truly (and the Editor) spent some time sightseeing, working, and enjoying the architecture (the Trump Tower is “huge” - see pic at the end of the TSB). This week, we have space to cover two key events - the September 10...
The State Attorneys General Make Their Case
Greetings from Charlotte, North Carolina (Uptown signpost pictured). We will attempt to answer the question “Do the state Attorneys General have a case?” by summarizing and analyzing their case (find a copy of the complaint here – see point 7). Following the...
The Value Creation Gap, Part 3 – Four Wireless Industry Trends
** Editor's Note: This was originally sent to SB readers on June 22, 2014 ** June greetings from Dallas, where, as the picture shows, we are enjoying needed rain. Thanks for the many comments on last week’s column. Many of you shared your experiences with Google...
The Wired World’s Recovery – Fighting the Waterfall Chart
Greetings from Little Rock, Tampa, Atlanta and Dallas (the picture is of a local BBQ joint in Little Rock that I highly recommend). This was a relatively light news week in the telecom news world, with newsworthy items including the announcement of a new Comcast/...
Can Sprint Restore its Luster?
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...
The Value of a Good Value
Greetings from soggy Atlanta, mild St. Louis, and red-hot Dallas. I took this picture Friday morning to remind us all of the value of entrepreneurship. eTrak, a PAG client, was in the process of readying a multiple hundred-site order, and had to move into the Board...