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Demystifying the semiconductor technologies that drive the tech industry forward, Part 1 (Analyst Angle)
The tech industry has seen a blistering pace of innovation and market dominance. Global equity markets are swayed by how Apple, Amazon, Google, Facebook, Microsoft,
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Categories Analyst Angle
Kagan: AT&T shows strong 4Q20 growth
At a UBS investor conference last week, John Stankey, AT&T CEO said he likes the strong momentum in their wireless business during 4Q20. This growth
Once again, Comcast Xfinity is making news their customers won’t like. Word is, in 2021 they plan to both place a data cap on all
Will Chinese companies like Huawei and ZTE, who have been blocked from doing business in the USA by the Trump administration because of security issues,
Jeff Lorbeck, Qualcomm Senior Vice President and General Manager of IoT hosted an analyst briefing called, Accelerating Digital Transformation through IoT. You may be surprised
5G is a real moment of decision for smaller wireless networks. We all know how 5G is sweeping across the industry, increasing the wireless footprint
T-Mobile is launching their new pay TV offering called TVision. With a growing list of new competitors, will this be successful? Let’s take a look
5G private networks are a huge new wireless growth opportunity for companies like Qualcomm, AT&T and Verizon. We all know how 5G is a huge
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Categories Analyst Angle
Kagan: How Hurricane Zeta took my wireless, internet, cable TV, power
Ever wonder how dependent we have become on all the new technology we use every day? These days, we think we are bulletproof. With wireless,
Last week I virtually attended the Qualcomm 5G Summit 2020, which is their annual conference where they talk about what they have accomplished in the
After pointlessly fighting tooth and nail for almost two years, FTC will now be forced to end the case, after the latest setback at The United
Most years the new version of Apple iPhone doesn’t move the needle much. This year is different. With 5G, upgraded camera, MagSafe and more, there
The Sunday Brief: Telecom capital increase/slowdown–implications to 5G growth (Earnings review part 1)
Greetings from Davidson/ Lake Norman, where it’s still sunny and warm. October is one of our favorite times, and less travel makes the scenery even