Analyst Angle

Thank you to Apple for finally listening to my suggestions and your customer cries over the last several years. Next week they will announce four different iPhone models and one …

The recent change of CEO at Synchronoss Technologies created some uncertainty among investors, however things look like they are settling down and getting back on track. The cloud services company …

Many 5G operators are quickly realizing that Integrated Access Backhauls (IABs) are an ideal solution to expand 5G coverage. This is even more important for operators such as Verizon and …

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 …

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 …

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 …

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 …

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. …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …