October greetings from Virginia Beach and Davidson/ Lake Norman. Fall has arrived in the Piedmont, but that has not kept us (and pets) from enjoying our kayaks. Hopefully you are finding time to enjoy the outdoors.
Many thanks to Jennifer Fritzsche for her terrific column...
This may sound far-fetched, but it’s absolutely true. Wireless or mobile payment technology gives us the ability to pay for things with our credit card, smartphone and now with our automobile. What? You can charge purchases with your car? Sound crazy? Yes, but that’s...
In various industries including pharmaceuticals, where a product is typically protected by only a few patents, if intellectual property is licensed at all, licensing tends to be atomized: company-by company for individual patents or small portfolios, and nation-by-nation rather than globally in many cases.
In...
Northern-burbs-of-Chicago greetings from a recovering sell-side analyst! Jim is taking the Editor on a well-deserved beach break, but before leaving town he asked me to babysit his beloved Sunday Brief (just for this weekend). One of the things I miss most about my...
Right before the passing of the deadline, as expected, the Federal Trade Commission (FTC) took another swing at Qualcomm by filing a request to reconsider the recent appellate court decision. But to everybody’s surprise, the FTC Chair and Trump appointee Joseph J. Simons, coming...
Today, when we look at the pay TV leaders AT&T, Comcast, Charter and Altice, the future is heading in different directions. Let’s take a look at the differences, who will win and which different directions the pay TV industry is moving.
Remember when the cable...
September greetings from Davidson, NC, and Denver Colorado, where the Mile High weather conditions were simply “smoky.” This week’s opening picture shows last Thursday’s Denver skyline against the white backdrop of smoke, adding another reason to wear a mask. The beautiful views of the...
It is bliss, as an engineer, to witness a whopping 2Gpbs speed on a live commercial network, using an off the shelf device. And that was my experience a few weeks ago, using the new Lenovo Flex 5G on Verizon’s live mmWave network in...
Warning, warning, warning! It is that time of year again when Apple releases its next iOS upgrade. Like many of you, I have experienced the hell Apple puts many users through, which is why I always recommend not being the first to download and...
September greetings from Davidson, where we celebrated the defending champion Kansas City Chiefs season opener with a red velvet cake. The only thing more delicious than the Editor’s homemade dessert was watching Tyreek Hill, Travis Kelce, Sammy Watkins and rookie Clyde Edwards-Helaire taste the...
The cable television industry is going through an enormous and rapid change wave. No, we are not giving up cable TV, but a growing number of American’s are watching it differently. The industry is shifting to pay TV which has many different versions. New...
Every time I see the frontline users chugging along those thick, heavy, oversized rugged phones, I feel there should be a way to make them sleek, and stylish like consumer phones, without compromising on the functionality. And I am delighted to say that Samsung...
Every major wireless carrier now has a new CEO. I’ve been a wireless analyst for the last 35 years, watching the industry and commenting on more companies than I can count. With that said, I am very excited right now because I believe the...
There seems to be something very interesting going on in the world of influencers. As a wireless analyst for the last 35 years, I have met quite a few very interesting people over that time. Senior executives, investors, Board of Directors, researchers, reporters, the...
Hi again from Davidson, where the dog days of summer are continuing. Pictured is our pooch, Abby, stealing some relief from our neighbor’s sprinkler system.
This week, we will celebrate the end of Auction 105, also known as the CBRS auction. We will define themes...
Hi again from Davidson, where the COVID-adjusted “new normal” isn’t keeping folks from life. Activity is up from summers past, partially due to an influx of Empire and Garden State escapees. We welcome them with a big “Hi y’all.”
This week, our market commentary will...
Society has become vastly more dependent on internet connectivity over the past few months in the wake of a global pandemic with serious public health consequences. Advised to shelter in place at home and practice social distancing as much as possible, we spend our...
First, congratulations to Qualcomm for clearing their name by winning in the United States Appeals Court on a case brought by regulators. Based on what I have been reading and following over the last several years, I think the US Appeals Court got it...
The United States Court of Appeals for the Ninth Circuit (Ninth Circuit) gave a landmark decision in favor of Qualcomm, on Aug 11th 2020, in the long running antitrust case brought about by FTC. This was a highly anticipated outcome in the multi-year saga,...
Mid-month greetings from “move in” weekend at Davidson College. Attached is the “scene” at the College as they grapple with containing outbreaks while maintaining the liberal arts community that makes Davidson special. It’s an experiment that will likely have fits and starts but will...
Rumor is Cox, the cable television company, may be getting ready to re-enter the wireless marketplace. Let’s take a look at whether they will, and if they do, when and what kind of impact it will have on their company and for the wireless...
Greetings again from Charlotte/ Lake Norman. Pictured is a double rainbow from July to celebrate a week of consistent market highs as well as a pretty darn good first earnings report from T-Mobile. We will analyze four key parts of their conference call, then...
Over the last several decades, competitors in the wireless industry were all on the same path. However, over this last decade we have seen three completely different directions emerge. Let’s take a closer look at networks in the changing industry, what to expect going...
Greetings from Davidson, North Carolina. Hard to believe it’s already August, but the weather forecasters are already tracking hurricanes (cone above/ left). Lots of wind, and some greatly needed rains for the Tar Heel state to follow – typical summertime activity in the Carolinas.
We...
