Apple knows 5G is about infrastructure, NOT mobile phones

With Apple shares down more than 20 percent from their all-time highs of only a few weeks ago, writers are piling-on about what’s wrong in Cupertino. But sometimes writers looking for a story don’t fully understand what they are talking about. And that seems to me to be the case with complaints that Apple is too far behind in adopting 5G networking technology in future iPhones. For all the legitimate stories about how Apple should have done this or that, 5G doesn’t belong on the list. And that’s because 5G isn’t really about mobile phones at all.

Just to get this out of the way, I see Apple […]

By |November 21st, 2018|2018, competition, mobile technology, strategy, Technology, Television|148 Comments
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Still wired after all these years

Verizon Wireless announced Friday that it was paying $3.6 billion to three cable TV companies — Comcast, Time Warner Cable, and Bright House Networks — in exchange for wireless licenses the companies bought in an FCC auction in 2005. Pundits are describing the deal, and especially its cross-marketing provisions, as revolutionary with the potential to change the way we communicate and are entertained. I doubt this. Rather, I think it reflects a failure of the cable companies to compete in other markets.

I remember this license auction and wrote about it at the time. New spectrum was being released and the MSOs were afraid Verizon and AT&T would snap it up to compete with […]

By |December 4th, 2011|2011|75 Comments
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