Greetings from Dallas, Denver, Philadelphia (pictured) and the overheated New York City. This week was full of change, from Microsoft’s $900 million Surface RT tablet write-off (see the Tech Crunch article here) to the dismal Nokia earnings (BGR summary here), to...
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The Sunday Brief: Earnings Drivers for the Second Quarter (Part 3)
Greetings from San Diego and Dallas. Hopefully most of you are reading this after your Fourth of July weekend has ended. This has been a busy week in telecom. Late Friday, as we predicted, the FCC unanimously approved the Sprint/ Softbank and Sprint/ Clearwire...
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.”
More Than A Feeling
This is not a Sunday Brief, but is a Sunday post. I was talking to a friend and analyst colleague about the fact that I felt different about the recovery now that I lived in Texas. I described it in the same manner as I had from 1989-1992 living in Charlotte and...