One of the Best Ways to understand telecom

I’ve been covering the industry since 1999, always trying to get closer to the truth. I’ve learned from hundreds of the best. If you’re trying to understand telecom, I’m always happy to exchange ideas. If you’re in the industry and need answers, ask me. Our consulting rates are fair and if I can’t help you I’ll say so. Dave Burstein daveb@dslprime.com

Silicon for Chips in Good Supply

Silicon for Chips in Good Supply

Ford is still limiting production because of a chip shortage, but Tim Cook of Apple and Christiano Amon of Qualcomm …
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QQ Adds Unreal: Tencent, Epic want to own the Metaverse

QQ Adds Unreal: Tencent, Epic want to own the Metaverse

Facebook wants to own the Metaverse, thinking that the Internet will migrate to Meta. Apple & Microsoft are asserting claims …
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US Wireless in 1 Chart: About equal

US Wireless in 1 Chart: About equal

Raymond James The three US carriers now have more capacity than they can sell for years. Verizon and T-Mobile are …
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Need to know Edge: No one is buying so no one is building  (except China, Amazon, Google, Microsoft & data centers)

Need to know Edge: No one is buying so no one is building (except China, Amazon, Google, Microsoft & data centers)

In 2019, I thought Edge would be in the telcos Verizon, DT, Telefonica and other telcos were excited about building …
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Beijing: 47,000 5G Bases, 1 ms Fiber Ring

Beijing: 47,000 5G Bases, 1 ms Fiber Ring

Beijing, a city of 22 million people, has more 5G cells than the entire United States, with 10 times the …
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Capacity margin

Noted

Capacity is growing faster than demand at Verizon “The world will eventually catch on to millimeter wave,” Ted Rappaport notes …
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$30,000/subscriber as Starry goes public

$30,000/subscriber as Starry goes public

https://bit.ly/2starry Starry is a Boston ISP that is claiming a going public value of $1.5 billion on 48,000 subscribers. That’s …
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Could this be the end of cable? (God)father Malone: It's fiber time

Could this be the end of cable? (God)father Malone: It’s fiber time

John Malone built the largest cableco in America, TCI. After selling that, he built Liberty Global, the largest in the …
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Dish - $5-10B US build & AT&T resale model?

Dish – $5-10B US build & AT&T resale model?

AT&T has so much overcapacity it gave Dish a great deal on the cost of bandwidth. That allows Charlie to …
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