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The Sunday Brief: AT&T and Verizon Q2 Results – Different, Yet Similar

July greetings from the Midwest and Davidson/ Charlotte/ Lake Norman, NC.  Pictured to the right is the World’s Largest Truckstop on I-80 between the Quad Cities and Des Moines (highly recommend the coffee).  We’ve been traveling a lot by car over the last three weeks, and predict...

Reality Check: Is Sprint a comeback kid?

Sprint is, with a quiet resolve, becoming the market leader in premium prepaid services (more about that below). They are growing, due to both a price hike on data (in the footsteps of their peers) as well as subscribers.

Reality Check: Apple’s next move

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.In less than 200 words, CEO Steve Jobs rocked the tech world with a sudden yet not...

Reality Check: When time devours

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.“Palm’s innovative operating system provides an ideal platform to expand HP’s mobility strategy and create a unique...

Reality Check: Roller coaster

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.It took a strong stomach to just get through last week. In a single trading day, stocks...

Reality Check: Sprint Nextel’s path to success

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace. It was a morbid week for Sprint Nextel Corp. (S) and Clearwire Corp. (CLWR), no doubt about...

Reality Check: There’s always a higher gear

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace. This week, we begin with a quote from the new CEO of Verizon Communications Inc., Lowell McAdam: “…We...

Reality Check: Data rations for you!

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.This week’s article deals with a hot topic – bandwidth buckets, or, as Craig Moffett from Sanford...

Reality Check: Google's social election

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.Hello from the nation's heartland and home of Google Broadband – Kansas City. The last week of...

Reality Check: Q2 postpaid wireless – experiments, projections and pressure

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.One of the great things about summer, especially this year’s Midwest rainfest, is watching things grow. Trees,...

Reality Check: Still an Android world

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.June is a special month in the wireless industry. For the past four years, it has usually...

Reality Check: Why wireline matters to wireless

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.Whenever we talk about the wireline business, about a third of you respond positively, and about a...

Reality Check: Is 2011 the year of prepaid?

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.“This time, it’s for real.” If I have heard that phrase once, I’ve heard it a thousand...

Reality Check: The Apple effect – it's everywhere

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.Several companies provided earnings and further guidance last week. Interestingly enough, all of these earnings results were...

Reality Check: AT&T Mobility beat the spread, so let's go buy Apple

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.The telecommunications earnings season began with a bang this week with Verizon Communications Inc. (VZ), AT&T Inc....

Reality Check: Google's shareholder value challenge

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.As many long-term Reality Check and Sunday Brief readers know, Google Inc. (GOOG) is one of the...

Reality Check (2-fer): It's trade show week – The question that should be on everyone's mind (and) Boy, was I wrong!

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.With the new year comes the parade of trade shows, including the Consumer Electronics Show (Las Vegas...

Reality Check: Here come the fast apps

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.Understanding the interplay between the wireline and wireless worlds is important as value shifts occur. You can’t...

Reality Check: Fourth-quarter results are in, and the winner is …

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.Greetings from Kansas City, where, after spending nine days in India, I have learned never to complain...

Reality Check: Sprint Nextel’s four-year winter

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.Sprint Nextel Corp. reported earnings last week, and it looks like the four year winter of subscriber...

Reality Check: The rise of the super phone

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.If we learned anything from the events of the past week, it’s that brand loyalty matters little...

Reality Check: The guard changes

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.This week we have a bevy of changes occurring in Silicon Valley to deal with.First, Steve Jobs...

Reality Check: Winners and losers from a Verizon Wireless iPhone

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.We quickly forgot the Consumer Electronics Show by last Tuesday (talk about a short news cycle) with...

Reality Check: Three carrier crossroads for 2011

Editor's Note: Welcome to our weekly Reality Check column. We've gathered a group of visionaries and veterans in the mobile industry to give their insights into the marketplace.While there has been a lot of hype about this year’s Consumer Electronics Show and how it...

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