Analyst Angle

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 …

Over the last several decades, competitors in the wireless industry were all on the same path. However, over this last decade we have seen three completely different directions emerge. Let’s …

Greetings from Davidson, North Carolina.  Hard to believe it’s already August, but the weather forecasters are already tracking hurricanes (cone above/ left).  Lots of wind, and some greatly needed rains …

Customers love using Amazon. Investors love Amazon because of their continuing growth and domination. However, the Wall Street Journal says many small businesses regret talking with and doing business with …

So long Sprint. It’s been nice knowing you over the last several decades. After the merger with T-Mobile, things are moving very quickly. In fact, faster than anyone guessed when …

Mobile telcos have difficult financial, operational, and logistical challenges balancing the various needs of mobile cellular voice, mobile broadband, and OTT video services. The secret to the mobile carrier’s success …

One of the exciting features the recently finalized 3GPP Rel. 16 brings to 5G is the support for Integrated Access Backhaul (IAB). IABs have the potential to be a game-changer, …

Greetings from North Carolina, where it is seasonally hot and humid. Fortunately, our COVID-19 “stay at home” garden is yielding fantastic results.  Zucchini, anyone? The earnings season started this week …

Another 5G milestone was reached. Congratulations to AT&T and their wireless users. Yesterday, they announced their 5G network is officially nationwide. This is a major milestone in the race to …

Why is Synchronoss Technologies performing so well especially when we are right in the middle of the COVID-19 pandemic? The reason is simply this: Synchronoss is a global company which …

A warm North Carolina welcome to the dog days of summer.  The picture is of our pooch Abby serving as boat sentinel on a recent float trip.  Summertime in the …

The U.K. government has banished Huawei’s 5G network kit. Supply must cease before 2021 and operators must rip out and replace all installed equipment by 2027. This is tightening of …