Coming off Q3 2022 earnings season, it was interesting to note the different talking points around Fixed Wireless Access (FWA) offerings.  Two carriers (T-Mobile and Verizon) are quite bullish while AT&T continues to take a more conservative stance.  The...

When I was an analyst, I remember at one of our 5G conferences in 2017 when we turned it over to the audience for questions, there was a noticeable turn from the “typical” questions. Why do I remember this?  It was because a wise investor was connecting dots...

A recent interview on Fox Business News with John Stankey (CEO of AT&T) and Wendall Weeks (CEO of Corning) offered some very interesting tidbits which (quite surprisingly) did not seem to get the attention it may have deserved from the Street. I say this because...

People who have read my write-ups have often seen me borrow one of my favorite quotes from Ray LaChance – CEO of ZenFi – “wireless needs wires.”  It is true.  But maybe “wires” take precedence over “wireless” in some cases? Evidence of this may be the 8/1...