When this COVID-19 or coronavirus crisis first started, I was asked by CNN and others in the media how home internet would hold up with all the home usage. At that time, I said if your service was good on nights and weekends when...
Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident.
This has been a tough week in the markets...
Covid-19 or the coronavirus is impacting our economy, however not every company is being hurt. In fact, several industries are showing strength and even growth during this crisis. Let’s take a look at a few companies in the telehealth, cleaning supplies, wireless, telecom, pay...
For the last few weeks, while the influencer world was busy with testing and reviewing the Samsung Galaxy S20 and Galaxy Z Flip smartphones, I was diligently using and testing another equally important and impressive Samsung product—Galaxy Book S—the latest always on, always connected...
CNN and others in the media have been asking me whether the internet can handle the increased load of residential, work-from-home usage due to the coronavirus. That’s a good question. While most people will find the internet will work just fine for them to...
Glenn Lurie, President and CEO at Synchronoss Technologies just published an important piece about coping with and ultimately winning the battle with the coronavirus. It was published on LinkedIn. This will help his employees, customers and everyone. This is what CEO’s and leaders of...
Greetings from Davidson and Charlotte. Contrary to the cacophony of conjectures regarding the market impact of the convergence of cartels and contagion, we choose to place the inspiring “young guns” from Lucid Drone Technologies front and center this week. Andrew Ashur, their CEO, is...
In recent years I have written about contactless payment technology. This is how we can use our smartphones and apps to do business safely. How this creates a safer and healthier way to shop. How this saves us from touching germ filled checkout counter...
Terrestrial and satellite networks have progressed along their independent path, rarely intersecting. However, the new generation of low earth orbit (LEO) satellite constellations are poised to change the economics of space-based networks. This promises new services and deployment models that could have major impact...
The T-Mobile, Sprint merger dragged on for far too long. Congratulations to both for finally getting it done. So, what’s next? What can we expect? What does the merger mean for these two companies and for the wireless industry as a whole? You may...
Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close):
Through last Friday (Feb 28), the...
Beneath the surface, 5G is driving demand
The Microwave Transmission market, comprised of point-to-point systems, declined 5 percent in 2019, bringing the market revenue down to $3.2 billion—far smaller than the good days of rampant 4G build outs and upgrades that drove this market’s revenue...
The size of the Multi-Access Edge Computing (MEC) Market depends on the goals trying to be achieved. Several factors need to be considered, such as the part of the edge and edge compute applications included in the definition, whether the market being described is...
With COVID-19 novel coronavirus creating havoc and upsetting everybody’s plans, the question on the minds of many people that follow standards development is, “How will it affect the 5G evolution timeline?” The question is even more relevant for Rel. 16, which is expected to...
Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief. Here’s a snapshot of the carnage from the week that was (versus 2019 market gains):
As many in the financial community have already articulated,...
The title best describes the current situation after the recent hearing in the more-than-yearlong saga between FTC and Qualcomm. On Feb 13th, 2020, a three-judge panel of the US Court of Appeals for the Ninth Circuit (Ninth Circuit) heard Qualcomm’s appeal to reverse the...
Greetings from snowy Nashville (where I was a technology speaker at the 2020 Country Radio Seminar) and Charlotte, NC. This has been a very busy week for all of us (our Mobile-World-Congress-canceled schedules were quickly filled), and there is a buzz in the telecom...
Trade shows like Mobile World Congress 2020 in Barcelona are an important way many companies, large and small, get publicity for their new 5G wireless products and services like smartphones, tablets and apps. Now that MWC20 is cancelled, what are other effective ways companies...
As I discussed in my previous articles, the industry is finally waking up to the fact that when it comes to patents, quality indeed matters much more than quantity. Also, the realization that simpleton approaches such as standards contribution counting or counting the mere...
Samsung’s much-awaited yearly event, “Galaxy Unpacked 2020,” has come and gone. It had all the pomp and glitter of a major event of a major consumer electronic enterprise. As expected, new flagship smartphones and other devices were announced and demonstrated. There have been numerous...
Greetings from Atlanta, GA (Dwarf House, a.k.a. the Original Chick-fil-A restaurant pictured), and Charlotte, NC. This week’s issue will be entirely devoted to the implications of Judge Marrero’s decision (here) on the telecommunications industry. Because of word constraints, we are going to push several...
Mobile World Congress Barcelona 2020, the largest wireless trade show in the world, is cancelled thanks to the coronavirus. This has been building in recent weeks when company after company has said they will not attend. Now it’s official. The show is off!
This is...
Mid-winter greetings from tornado-ridden Lake Norman, NC, and snow-packed Fraser, CO, where we took in some excellent ski conditions following the Colorado Wireless Association Education Conference in Denver. It was terrific meeting and reacquainting with many of you. A PDF copy of the presentation...
As promised in my previous article, here is a detailed discussion on FTC’s FRAND (Fair Reasonable And Non-Discriminatory) argument in its antitrust case against Qualcomm. FTC argues that Qualcomm agreeing to the FRAND (Fair and Reasonable Anti Discriminatory) requirements of Standards Setting Organizations (SSO)...
