Late last month, American Tower (AMT) and Qualcomm announced a collaboration to “advance network architecture and accelerate near-edge applications.”  I have been on record as saying that Edge is (finally) more than a whiteboard concept.  This collaboration...

The past few days, I used the weekend to clean out my office.  This is always such a ‘fun’ (and funny!) exercise as I typically find myself going down the rabbit hole of memories after finding a note from my kids or a picture from when they were young.  ...

As the calendar turns to 2023, it is prediction time!  So, without further ado, here are our Top 10: 1. Spotlight on IoT – Like Edge was in 2022, 2023 will be the year when IoT becomes more than a ‘whiteboard concept.’   Europe has set the precedent. ...

This past week we heard from the “big guys” (AT&T, Verizon, Comcast, Charter) on Q4 2022 earnings. Many big themes came out but fiber was the clear topic of interest for AT&T investors. The quick elevator summary was AT&T is slowing the roll out a bit in...