A few weeks ago I was lucky to be a part of the Georgetown's Center for Business Inaugural Spectrum Summit.  The session which I hosted was all about private networks.  Private networks, like “Edge”, have been talked about much but there has been very little...

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...