Greetings from Dallas. That’s right - a week without travel- a “Spring Break” of sorts from January and February’s crazy schedule. Rather than talking with many of you from airports or the car, I called from balmy Texas. I was also able to take in the Jesuit...
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/...
Quarter to Date Results: Wireless and Cable Show Great Gains (No Fooling)
We'll talk more about it in the week's Sunday Brief, but the first quarter was very good to the wireless and cable providers. Not as good to the remaining wireline telcos, thanks to the dividend cut and corresponding stock price hit that CenturyLink took in February....
Comcast – In Search of Legacy Greatness
What’s unique about NBCU is that it allows a former cable executive (Steve Burke) to ask questions about content delivery that his peers at TWE and Viacom do not have the experience and insight to posit. In turn, it allows the cable business an opportunity to test the limits of content delivery and, through that process, deliver a substantially improved (and better connected) content experience (e.g., “The Voice” at 18ms latency to your Wi-Fi device).
What is Time Warner Cable Telling Us?
For computer users: sunday brief 3 Feb 2013 For mobile phone users: sunday brief 3 Feb 2013 - What is Time Warner Cable Telling Us
It’s a Wired, Wired, World – 3Q 2012 Edition
For computer users: sunday brief 11 nov For mobile phone users: sunday brief 11 nov - It's a Wired, Wired World - 3Q 2012 Edition
Who Gets the Gold in This Week’s Earnings Reports?
For computer users: The Sunday Brief 5 Aug 2012 For mobile phone users: The Sunday Brief 5 Aug 2012 Who Gets the Gold in This Week_s Earnings Reports (and other earnings thoughts)
What’s Behind This Week’s Strong Earnings Reports?
For computer users: The Sunday Brief 29 July 2012 For mobile phone users: The Sunday Brief 29 July 2012 What's Behind This Week's Strong Earnings Reports
Where Is Cable Headed? Some NCTA Insights
For computer users: The Sunday Brief 27 May 2012 For mobile phone users: The Sunday Brief 27 May 2012 Where is Cable Headed