Without a doubt, economizing will be an important theme through the end of 2020.
The Domino Effect of Contagion and Market Turbulence
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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...
Four Earnings Questions
** Note - I will be at MWC-Americas on Wednesday (all day) and Thursday morning. Please send a note to sundaybrief@gmail.com if you would like to catch up. Thx, Jim ** Greetings from Lake Norman, NC (picture of a recent sunrise is shown). This week, we will discuss...
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...
Deeper – Fiber Always Wins (Until it Doesn’t)
The following articles provide a good overview of the role fiber plays in the telecommunications ecosystem today (there’s some good details on Google Kansas City and Louisville setbacks as well): An RCR Wireless article that details Verizon’s “integrated engineering...
Fiber Always Wins (Until it Doesn’t)
Greetings from Davidson, North Carolina, where the hazy days of summer will soon give way to the bustle of orientation. There’s plenty to cover in this week’s TSB, and our main topic will be on the importance of fiber in the telecom industry. But first, a brief...
Sprint’s Head is Above Water
Mother’s Day greetings from Charlotte (Wells Fargo Championship pictured) and Dallas. Thanks again for all of the well wishes concerning my new job, and we’ll miss the interaction with each of you through The Sunday Brief every week. Again, our last issue will be...
Three Headlines that will Impact First Quarter Earnings
Greetings from Kansas City (BBQ pictured – no “scratch and sniff” available for this photo), Columbus (OH), Charlotte, and Dallas. This has been a busy travel week, and it has been difficult to reply to the myriad of responses I received to last week’s set-top box...
Frontier Communications and Cablevision’s “To Do” Lists; Wireline is Cool Again?
Greetings from the Southland where, contrary to popular belief, business is booming and growth opportunities are expanding. Pictured is half of the bourbon wall from Louisville-based El Toro, one of the fastest-growing start-ups in Kentucky (their current offices are...