The Sunday Brief

Connecting technology, telecommunications, and the internet

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...

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iPhone Availability Update (Nov 3)

We continue to monitor iPhone availability (backorder by model, memory size, and color) in conjunction with our partnership with Wave7 Research.   A link to the PDF can be found at the end of the document As most of you will recall, we had significant shortages of...

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AT&T’s Big Week

Greetings from our nation’s capital (now home to the World Series champion Washington Nationals) and Lake Norman, NC.  This was a very busy week for earnings with Apple, AT&T and T-Mobile all announcing earnings.  We are going to start with AT&T given their...

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Verizon, Comcast and Charter 3Q Earnings Review

Greetings from the Mile High City, the Queen City, and the City of Angels.  Attendees of the Mobile World Congress – Americas were greeted with multi-story advertisements on buildings touting original content, a reminder that investment in the TMT (telecom/ media/...

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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...

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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...

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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...

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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...

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Deeper: CBRS – Share and Share Alike

The following articles provide a good overview of CBRS.  There are a lot of things changing with CBRS each day, and we will be sure to keep the list updated as new developments occur. One of the best government sites is the NTIA CBRS page here. Included in this is the...

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