Analyst Angle

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) …

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 …

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 …

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 …

Technological improvements in cars over the decades have generally reduced costs or increased performance and safety. “Analog” technologies including collapsible steering columns, crumple zones and seatbelts have saved car occupants …

Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte.  The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi …

The pressure is increasing on Huawei. They need to prove they can continue to make it without Google Android and US chips. Huawei introduced their first folding smartphone with their …

Mobile phone trends have followed a familiar pattern for years: Consumers become accustomed to a new feature, usually starting with their personal lives. Then they begin adopting the behavior in …

Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, …

The stage is set for Feb 13th, 2020, hearing of FTC vs. Qualcomm antitrust case at the United States Court of Appeals for the Ninth Circuit (Ninth Circuit). In preparation, …

Every time I take a flight, I cringe over how bad the Wi-Fi experience will be. Years ago, I got excited when airlines started to offer Wi-Fi connectivity for the …

Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks …

Qualcomm briefed me on how their 5G technology is working with the automotive industry and transforming the driving experience. This briefing was very exciting because it showed what tomorrow will …

As the headline suggests, this analysis should be seen in context. It offers only rapid arithmetic around the World Economic Forum’s (expanding) list of ‘lighthouse’ factories, which claim the most …

Once again, the annual Consumer Electronics Show in Las Vegas blew the roof off and got everyone salivating on what is being introduced and what is coming. Let me share …

Greetings from Las Vegas, NV where 170,000 tech-hungry attendees gobbled up products and services from hundreds of exhibitors.  Pictured is our motley crew at the first Sunday Brief CES dinner …

With the market for 5G devices set to grow exponentially in the next 18 months, there are several complex challenges ahead for the OEMs. Chief among these is the ability …

Greetings from the slopes of Fraser, CO (pic from the previous week) and Lake Norman, NC where we rang in 2020, toasted with friends and caught up on sleep.  We hope …

Dish Network is in-play in the T-Mobile, Sprint merger trial. Dish said they will become the number four wireless competitor, so the deal should be approved. While I love their …

Greetings from Fraser, CO, where near zero temperatures are the norm in December.  We hope each of you have a very restful and happy Holiday season.  2020 promises to be …

** Sorry for this week’s length.  The footnote citations from the book are in the PDF.  Happy New Year! ** End of year greetings from Fraser, CO and Lake Norman, …

So much of the hot, new and innovative technology we will see at this year’s Consumer Electronics Show centers around one core technology, wireless. CES 2020 will show how the …

It seems that T-Mobile US and Sprint have been trying to get their merger approved for years. They have been changing who they are and still nothing. Today, T-Mobile is …

Longstanding and economically efficient balance in Standard-Essential Patent licensing is being destabilized by misinformation and manipulation of commercial practices and of benchmarks in Fair, Reasonable and Non-Discriminatory licensing. This is …

Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend).  We are focusing this week’s TSB on three foundational trends:  a) …