The wireless and wire line telecom industry is changing, again. Remember a decade ago, when we had long-distance companies? Then the long-distance giants were acquired by the baby bells. Next, the baby bells merged into three. Then the wireless industry merged its way down to a handful of giants. So...
Where should you invest, what should you avoid, why and when? These are the basic questions every investor wrestles with. There are so many companies in the wireless, telecom and healthcare industries, and they are no longer on the same track. Some are strong and growing rapidly and leading, while o...
Which should companies focus on first -- investors, customers or workers? This is a question we have asked and answered so many times, you would think the answer would be obvious. However, we always see companies either doing well or struggling because they just don't get it. A look at a few of toda...
Every opportunity has a life span. Think about its course like a line or a wave that goes up then it comes down again. Fortunes are created, then lost, then created again. New technologies replace old technologies, and then they are replaced by newer technologies. If you know what's coming next, and...
Verizon has shown solid growth in recent years, but there could be signs of weakness in its quarterly numbers. I saw this a few months ago and decided to keep my eye on it. Maybe I am wrong. Maybe this is nothing. Maybe it is a temporary blip that won't keep repeating itself -- but something doesn't...
When you think of wireless networks, which companies do you think of? Companies like AT&T, Verizon Wireless, Sprint and T-Mobile, right? Next question: Which do you think are the marketing innovators in that same space? Would you believe it's not the big four? Instead, it is companies like U.S.
I just gave a speech on the changing opportunities in the wireless and telecom industry. The response was terrific, but I could tell not everyone understood the changes occurring in the industry and the unbridled opportunity that is starting to appear. I updated the group on the growing opportunitie...
By all accounts, cloud computing is the future. The market will grow at five times the rate of traditional IT products, IDC has predicted, estimating it will be worth $55.5 billion by 2014. While the future should be rosy, some policy groups are warning that without proper protections, the sector ...
I recently spoke at a Windstream meeting and helped them think about the changing industry and what's coming next. Preparing for that speech opened my eyes to how fast this company -- and, in fact, the entire industry sector -- is changing. Windstream and CenturyLink are in the process of transformi...
This is one of the times of the year that wireless and telecom CEOs invite me to speak at an upcoming meeting of directors or executives or employees or customers. Over the years, I have learned they have one of the toughest jobs. First, they have to accurately see the changing industry. Second, the...
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