The great cable cowboy, John Malone, once famously said: “We lost no major ground by waiting to invest. Unfortunately, pioneers in cable technology often have arrows in their back.” He made this comment during his tenure as the CEO of the cable company TCI.  In...

A recent article in Business Insider indicated Amazon is planning to cut its office space footprint by ~ 10 percent over the next three to five years.  The end results of these moves are expected to save the company $1.3B / year in operating expenses. To put this...

The definition of Digital Infrastructure continues to stretch.  This was my immediate thought when I saw the news earlier this month that Boldyn Networks would be buying Apogee Telecom. Apogee was not a name with which I was overly familiar but when I read about...

With all the earnings news and analyst days in the telecom space the past few weeks, one important talking point that seemed to be missed by almost every analyst report I read, but may be an important harbinger of things to come, came from AT&T’s CEO John Stankey...