Mid-April second vaccination greetings from Lake Norman/ Charlotte. This week, a box arrived containing an oversized, fleece-lined hooded blanket from T-Mobile (the package also included a loincloth-sized black towel entitled “verwhyzon”). The opening picture is my poor attempt to model the present (T-Mobile’s analyst...
Tax Day greetings from the middle of Texas (the iconic Underwood’s Cafeteria sign is pictured – it’s definitely a Texas thing) and from Davidson/ Lake Norman. Feels good to be on the road again.
This week, we will divide our time between first quarter earnings...
Congratulations to T-Mobile for introducing their Home Internet service. There is a growing market for this service. How well does this service work? Based on what I hear so far, it sounds pretty interesting. T-Mobile says that they have a bigger list of cities...
There are several problems when it comes to building the internet. Network builders install wireless and wire line internet in towns, cities and states from coast-to-coast. Today’s solution for some of these problems is time consuming and costly. What if there was a way...
April greetings from Davidson and Charlotte, NC where spring buds (and storms) are popping up all over. This week we will analyze the events of the past two weeks with a particular focus on T-Mobile’s Home Internet Uncarrier announcement last Thursday.
Before diving into the...
Right after the last Nvidia quarterly earnings release, Jim Cramer, host of CNBC Mad Money spoke to Jensen Huang, CEO of Nvidia regarding the deal with Arm. Most of his questions were softballs, but what caught my attention was Jensen’s comment that Arm was...
T-Mobile is shutting down their TVision pay TV service. So, what does this mean for their future? They have been talking about entering and changing the pay TV space for years. They thought they would be successful in pay TV like they have become...
Here we go again. A decade ago, luxury cars like Lexus and Cadillac which uses OnStar really screwed up. When the wireless 2G signal was turned off, they and customers lost their navigation and emergency services. You would think OnStar, carmakers and the wireless...
Greetings from the farm in Williard, MO, and the lake in Davidson, NC, as we took some time away to celebrate four birthdays over a single weekend (ages 11, 14, 23, and old enough). The farm is a terrific place to clear your mind...
In the past 5 to 10 years, there have been several novel if not downright quirky communication solutions trying to address the needs of rural connectivity, especially in emerging markets. These have ranged from tethered and free-floating balloons to circling solar-powered high-altitude aircraft, but...
It is election time at the 3GPP, and last week was the ballot for the chairmanship of the prestigious RAN Technical Specification Group (TSG). Dr. Wanshi Chen of Qualcomm came out as a winner after a hard-fought race. I caught up with Wanshi right...
Congratulations to both Qualcomm and Dr. Wanshi Chen who has been selected the next Chair of 3GPP TSG RAN Plenary. This is great recognition of wireless industry leadership for both Qualcomm and Dr. Chen. Qualcomm leadership in 3GPP brings the mobile industry toward a...
Greetings from Davidson/ Lake Norman where the 2-year-drought has ended! The editor has a question for all the TSB-reading technology innovators, implementers and investors: Why is it 2021 and we’re still having to do THIS with our TV’s? Picture-in-picture was an ‘80’s phenomenon. After...
It is rare for a technology or service to evoke extreme opinions as LEO satellite constellations do. On the one hand, some would say that no constellation has managed to avoid bankruptcy. On the other hand, some believe that LEO satellites will eliminate the...
5G market status and technology
5G is already in the mainstream news in 2021, followed by a turbulent year due to geopolitics and COVID-19, but also the realization that telco networks are much more important than consumers, governments, and enterprises used to think they were....
Synchronoss Technologies Inc. has had a rough year, but it looks like they could be getting back on their growth track. They have a new President and CEO, Jeff Miller at the helm. They have refocused on certain key areas which they see as...
Mid-March greetings from Charlotte/ Lake Norman/ Davidson, where we prematurely celebrated National Poires Belle Helene Day (which is March 15). Like many of you, the COVID-19 pandemic has broadened our culinary skills. We are looking forward to enjoying this and other tasty desserts at our favorite...
SoftBank’s proposed sale of Arm to NVIDIA should be blocked. While there are major UK national interest concerns about this transaction, the threat and likelihood of severe anticompetitive effects are global and more fundamental. NVIDIA’s control over Arm will throttle the advance of other...
Over the last several decades, Qualcomm has been and remains one of the most powerful and important companies in the global wireless space. As a leader in 5G, Qualcomm sees strong growth ahead for many years to comes as the world upgrades its wireless...
A break in the clouds from the COVID stay-at-home: For our neighbors: homemade cheesecake. For us: homemade boerewors (traditional South African farmer’s sausage) and the Editor’s chakalaka. Silver Linings.
After covering this week’s market news, briefly evaluating T-Mobile’s Work from Anywhere (WFX) announcement and discussing the latest batch...
Despite the economic and logistical turmoil wrought by COVID-19, the rollout of 5G has proven to be extraordinarily resilient, with new data showing U.S. coverage is up to 75%.
However, that doesn’t mean the growth of 5G has been totally unaffected. The economic shock of...
As an industry analyst over the last 30 years, I have heard it all. Some executives at some companies understand the segment and how to benefit from it. Most may want good results but are simply lost. So, let me share with you some...
My grandfather gave me a Swiss Army Knife when I was 10 years old. (Of course, the first thing that I did was to test the sharpness of the blade, and I found out that it was a lot sharper than Mom’s kitchen knives). One...
End of February greetings from Charlotte/ Davidson/ Lake Norman, where spring is in the air. Featured is our dog Abby, sporting her brand new T-Mobile pet bandana (free through their T-Mobile Tuesdays app). Our household is an easy target for free stuff, and T-Mobile’s...
