Recently, I was sitting in a meeting with the head of a large infrastructure fund.  During the course of our discussion I was pitching ideas in different silos of the digital infrastructure space.  It was interesting because this particular client was one of...

While I no longer sit in the analyst chair, sometimes I get reach outs from contacts seeking my opinion about themes impacting the industry. One such inbound came this past week when someone asked my thoughts on the recent Fortune article (Why AT&T and Verizon’s...

Ask any of the telecos’ management teams how the week of July 10th was and they may all growl at you. If anyone has followed the news flow this week related to telecom, they will know that this was a week many telecos will want to forget. It all began with the July...

When I was an analyst one of my most memorable trips was to Monroe, LA.  Why?  Well, it was perhaps the ONLY domestic trip I ever took that did NOT offer a direct flight from O’Hare.  Still to this day 20 years later, that in and of itself makes this...