Analyst Angle

On June 27, 2024, in Shanghai, China, a collaborative 6G Network Architecture Prospect seminar was held during which leading global mobile operators from China, Japan and South Korea convened to delve into the innovative architecture of 6G networks, signifying a …

Since the announcement on May 20th, 2024, the PC industry has been abuzz with the new generation CoPilot+ PCs. Lenovo Yoga Slim 7x laptop was among over 20 models launched in June 2024. These PCs have started shipping as we …

The reflexive assumption of exclusive high-powered spectrum is now being questioned. Spectrum sharing is not new Sharing spectrum between different users and applications is not a new idea. Many existing frequency allocations have multiple users that coexist in space or …

July greetings from Cedar Rapids, Kansas City and, by the time most of you read this, Nashville, the home of this year’s Fiber Connect conference.  The schedule is full for both days; the evening reception on Monday will be the …

Mobile Experts has been watching the Edge Computing market develop, with investments by AWS, AtlasEdge, EdgeConnex, Verizon and others brewing up a rich soup of business models. Investment is all over the place: The money comes from hyperscalers, from telcos, from …

Earlier this week the Schwab Network news program with Nicole Pettalides invited me on the show to discuss Verizon quarterly earnings. I took the conversation wider and deeper onto the changing wireless industry. I’ve been offering comment on the always …

The 5G evolution is now ready to enter its next transformational phase with the introduction of 5G-Advanced and address the initial limitations of 5G Non-Standalone (5G NSA) implementations, while refining foundational aspects and further improving existing systems. This advancement will …

July greetings from Cedar Rapids, Kansas City and Washington, DC.  Kudos to my brother-in-law, Andrew Ashcroft, for earning his promotion to Captain in the U.S. Navy.  It was an honor to join family and friends at the Pentagon earlier this …

Over the past 35 years I have been privileged to have worked with and advised countless CEOs and CMOs as an Industry Analyst, advisor and columnist. Over that time, I have had many conversations and learned so much, not only …

Here is a question to ponder. Will traditional wireline broadband be extinct in ten years? In what seems like a massive blow to existing wireline broadband providers like the cable television and telephone companies, there is speculation that the industry …

Smart cities are one of the exciting, new ways we use new technology to transform our way of life. They have been with us for several years, rapidly growing and changing. I wanted an update on the current state and …

End of the month/ quarter greetings from Cedar Rapids, Kansas City, Nashville, and, by the time you read this, Washington DC.  Pictured is one of the wonderful CellSite Solutions cranes getting ready for a shelter lift. The first two weeks …

The difference between 5G-A and 5.5G wireless may just be marketing Marketing is one of many important keys to success for any company in any evolving industry. Marketing helps set competitors apart in a noisy and chaotic marketplace. However, in …

Father’s Day greetings from Atlanta, Kansas City, and, by the time you read this, Cedar Rapids.  Pictured is a long-time colleague and friend Hunter Newby, along with Brent Legg of Connected Nation, discussing their joint venture which will bring up …

AI will bring both good and bad — the trick is managing both sides well Artificial Intelligence (AI) is coming on strong but is a double-edged sword. OpenAI started a chain reaction more than a year ago with ChatGPT. Suddenly, …

Greetings from Denver, St. Louis, Kansas City, Charlotte/ Davidson and many points in between.  Pictured is the full table of BBQ alternatives from Jim’s trip to LB Network’s annual BBQ and Dessert Competition.  What an honor to be able to judge eight …

Artificial Intelligence will ebb and flow, but growth will continue A recent Wall Street Journal had a curious article titled: “The AI Revolution is Already Losing Steam.” That was curious as this past year was explosive with AI growth. CEOs …

Recently, I had lunch with the CEO and senior executives of WMS, who wanted to get on my radar. They are one of the quiet companies in the wireless space that nonetheless has an important role in today’s cruise ship …

AT&T, T-Mobile and Verizon are using FWA against Xfinity, Spectrum and Optimum All things always change. Consider wireless, telecom and cable TV. Everything in the process of reinventing itself with new competition and new technology. Wireless has been a growth …

Greetings from Iowa and Missouri.  Pictured is our neighbor’s elaborate balloon arc for their daughter’s graduation bash (it’s even more impressive than the photo). This has been another full news week, including an announcement by Comcast at last week’s MoffetNathanson …

Wireless executives need to prepare for the next growth wave Over the past fifty-years, wireless has been a leading growth industry. That being said, at any specific point in time, different areas of wireless are hot, as other parts cool …

Connectivity Expo or Connect (X) is a wireless conference soon coming to my hometown, Atlanta! This should be a powerful wireless industry event. It brings together top-level speakers from various companies, the FCC and more. It’s also a great place …

Apple has just shown its new lineup of iPads including Pro models with “outrageously powerful AI chips.” The company said the M4’s neural processing unit is more powerful than any “AI PC today.” The chip’s video and photo-editing capabilities were demonstrated. …

Cinco de Mayo greetings from the East Coast and the Midwest.  Lots of upcoming travel in the schedule as Jim will be attending the Broadband Communities Summit in Houston this week.  If you are there and would like to trade notes, feel …

New entrant 5G facilities-based national mobile network operator (MNO) DISH Wireless selected Crown Castle to provide up to 20,000 tower collocation cell sites for a fixed monthly rental fee in a lease agreement signed November 2020. In addition to space …