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...

There has been a lot of talk about AT&T's and Verizon’s Q2 earnings.  While there have been a slew of earnings since then, I think it is worth peeling back the onion a bit here and framing what we heard in the context of past cyclical patterns. On its call,...

There has been much negativity directed toward small cells.  When Crown Castle adjusted their pipeline downward last year, this negativity seemed to feed on itself.  Many wrote this sector off completely.   I never really understood this...