** 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...
Three Up and Comers
Greetings from Charlotte/Davidson, Norfolk/ Virginia Beach, Washington DC/ N Virginia, and Dallas/ Ft. Worth (picture is yours truly with Federated Wireless BoD member Tim McDonald). This week’s TSB will focus on several start-ups that we think deserve attention. We...
The Case Against the T-Mobile/ Sprint Merger
Greetings from Davidson, North Carolina, and Virginia Beach, Virginia (sunrise pictured), where we are enjoying several days of R&R prior to two weeks of travel. This week’s TSB will contain an update on and a detailed analysis of the state attorneys general case...
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...
Third Quarter Earnings – What Could Dislodge Wireless?
Greetings from Charlotte, North Carolina (picture is, from left, Frank Cairon, formerly of Verizon Wireless and Ryan Barker, currently with Verizon Wireless enjoying some good Mexican food on Friday in the Queen City with yours truly). This week’s TSB examines the...
UPDATED – Deeper: The Apple Card – A Wolf in (Titanium) Sheep’s Clothing?
The following articles provide a good overview of the Apple Card and the possible role it could play in the disintermediation of traditional wireless carrier phone payments. Please note: This is an emerging trend and not a “done deal” and it’s likely that this...
UPDATED: Deeper – The State Attorneys General Make Their Case
** Updated to include Chairman Pai's press release ** The following nine articles serve as a good primer for the upcoming Attorneys General case against T-Mobile/ Sprint (we will add additional articles as they are suggested/ discovered): Original complaint filed by...
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...
UPDATED: Deeper – “Soon… Soon” and “Playing Charlie’s Hand” (Top 11 Documents Pertaining to the T-Mobile/ Sprint Merger and DOJ/Dish Agreement)
Updated to include a lengthy interview of Marcelo Claure by David Faber (new #10). These 11 documents (in no particular priority order) will provide the best background on the T-Mobile/ Sprint merger and the corresponding Dish/ DOJ agreement. Note: this list will be...
“Soon… soon” – The T-Mobile/Sprint Never-Ending Engagement
Greetings from Charlotte, North Carolina, where summer is in full swing (the opening picture is yet another from our trip to Willard over the Independence Day holiday – Abby and Gus in “full throttle”). This week we will discuss the never-ending engagement that is...