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...
Quite frankly, it’s hard to see which discretionary category could be eliminated. If CTL were to cut back spending on the cloud or High Speed Internet, their revenue projections would be lower. If they cut back on FTTT carrier capital commitments, wireless operators would turn to cable companies or independent operators such as Zayo.
For computer users: sunday brief 10 Feb 2013 For mobile phone users: sunday brief 10 Feb 2013 - A Lot of Moving Parts (or D. All of the Above)
For computer users: sunday brief 20 Jan 2013 For mobile phone users: sunday brief 20 Jan 2013 - Clearly an Unclear Outcome
For computer users: sunday brief 14 Oct 2012 For mobile phone users: sunday brief 14 Oct 2012 - To What End - Sprint and Softbank
For Computer Users: The Sunday Brief 8 april 2012 For Those with mobile phones: The Sunday Brief 8 april 2012