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The Business Case for Fixed Wireless Access

In this detailed study, Mobile Ecosystem looks at the business case for FWA in North America and western Europe, for both mmWave and sub-6 GHz. Our analysis incorporates key technology, geography/topography, regulatory, and market variables. NetComm has generously provided for a free download

Operators Should Charge A Premium for 5G...But Not Initially

been remarkably little discussion about pricing strategy. In this column, I discuss possible pricing options for mobile 5G services. But there are some key benchmarks in terms of coverage and performance that must be reached before they can charge a premium price for 5G.

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Recent Opinion Pieces




Mark's opinions are featured in his own Lens on Wireless newsletter, Fierce Wireless, Tech.Pinions, and are also occasionally syndicated to Re/Code.

October 2018:
Operators Should Charge A Premium for 5G...But Not Initially

been remarkably little discussion about pricing strategy. In this column, I discuss possible pricing options for mobile 5G services. But there are some key benchmarks in terms of coverage and performance that must be reached before they can charge a premium price for 5G. Read more...

October 2018:
Comcast's Impressive Evolution

The company deserves a lot of credit for what I think is a successful turnaround of its Xfinity TV-Internet-Phone business. My recent experience as a returning customer...

September 2018:
MWCA: Key Takeaways

Lots of fcous on 5G, edge computing, blockchain, and positive momentum on infrastructure. Some of the coolest stuff revolved around smart antenna technology, and, believe or not, voice and messaging! Read More.

September 2018:
The 'Post-PC' Era Never Really Happened...and Probably Won't

With Apple's recent announcements, I thought it might be a good opportunity to take stock of where we are with Steve Jobs' proclaimed 'post PC' era.... Read more.

August 2018:
The Great Tech Questioning

The past year has been a challenging one for tech, what with #metoo moments, data breaches, unseemly use of power, ‘fake news’, Russia meddling, etc. I’m hoping that all this is the catalyst for some important conversations about the long-term effects of tech acceleration on the future of how we live, work, and get around. Read More.

September 2018:
The Business Case for Fixed Wireless Access

In this detailed study, Mobile Ecosystem looks at the business case for FWA in North America and western Europe, for both mmWave and sub-6 GHz. Our analysis incorporates key technology, geography/topography, regulatory, and market variables. NetComm has generously provided for a free download.

July 2018:
The Second Half of 2018 Will Be Much More Interesting Than The First Half

Other than industry M&A, the first half of 2018 wasn't too exciting from a product and service standpoint. But 2H 2018 will feature 5G launches, auctions, and lots of other interesting developments. Here's my preview

July 2018:
Mobile Operators Need to Reconfigure Themselves to Sell 5G

Success in 5G is going to be very different than success in 4G. It will require a very different sales and marketing structure at the operators. Here's What They Need to Think About

July 2018:
OTT Television Will Get Worse Before It Gets Better

There's a glut of offerings, with more coming – and with it the inevitable fragmentation and customer confusion. How might it get better? Here's What They Need to Think About

Lens
July 2018:
Capacity is the Name of the Game in the Future of Wireless

As the debate about the merits of the T-Mobile/Sprint merger. It's important to look at the broader context of how the wireless and broadband industries are evolving, and how capacity is a major dictator of the type of service that wireless operators can offer consumers. Read more

June 2018:
Telecom and Mobile Implications of the AT&T-Time Warner Deal

My views on the broad implications of the deal, and more specifically what it means for the telecom and mobile landscape. Read more

June 2018:
Top Tech Things We Take for Granted

With all the [often deserved] negativity about the tech industry this year, it might not be a bad exercise to step back and recognize some of the good things about tech. Read more

June 2018:
What is 'Forecastable' About 5G?

A frequently asked question of industry analysts is "how big is the 5G market going to be?" The real answer is that although it might be possible to forecast the size of certain aspects of 5G, it is nearly impossible to forecast the 5G market as an aggregate entity. Read more

June 2018:
Impressions from the AT&T Shape Event

AT&T held its second annual Shape conference, billed as the convergence of technology and entertainment. As one of a small group of analysts who attended the event, I thought I'd share some top-level impressions. Here's my preview

May 2018:
Why Regulators Should Approve the T-Mobile/Sprint Deal

On the heels of the T-Mobile/Sprint merger announcement (Round 3), the market has been pessimistic, with consensus on the Street that chances of approval stands at less than 50%. I disagree. If T-Mobile and Sprint play their cards right, the chances of getting the deal through this time 'round are much better. Here are some of the main points I believe regulators should consider. Read more

May 2018:
A Lot Needs to Happen Before Self-Driving Cars Are A Reality

Exciting as the possibility, I think the viability of a full-fledged self-driving car in the day-to-day real world is further off than many believe. Read more

April 2018:
Silicon Valley, telcos and data: We own this too

This has been a time of significant conversation about the relationship between tech companies and consumers. The telcos need to step up, too. Read more

March 2018:
Wearable Device and Fitness App Companies Should Share More Trend Data

ISome ten years into the wearable device/fitness app market, remarkably little is shared from the treasure trove of information that the leading companies possess. Read more

March 2018:
It’s the U.S. vs. China in the 5G Olympics

Russia might be winning the cyberwars, but it's China that is emerging to challenge the United States for Global 5G dominance. This issue has crystallized in days pre- and post- the 5G-themed Mobile World Congress. And with the Trump administration blocking the Broadcomm deal, the Games have apparently already begun. Read more

February 2018:
Google, Facebook, and Twitter: Uncle Sam Needs You

I believe it is time to start having a serious conversation about the role these companies should play in our national interests. If cyberattacks represent among the greatest dangers to the international community today, one could argue that companies such as Google, Facebook, and Twitter could be the digital/information equivalent of giant defense contractors such as Raytheon and Northrop Grumman Read more

February 2018:
The number portability database migrates in April: Is the industry ready?

The NPAC, which administers number portability and call routing, is scheduled to switch from Neustar to iconnetiv in April. This is a giant industry IT project...and there are questions on whether the we're ready for the cutover and whether a sufficient rollback mechanism exists. Read more

February 2018:
Learnings from Qualcomm's 5G Day

This past week, Qualcomm hosted analysts for a ‘5G Day’, where they charted their progress on 5G and announced 18 operator and 19 OEM commitments to their X50 5G chipset. This presents a good opportunity to reflect on the state of 5G. Read the full column...

January 2018:
We Don't Need to Nationalize 5G, But Here's How the Government Can Help

The wireless world is aswirl with reports that national security officials are considering a plan to take control of 5G networks. It's not going to happen, but the National Security Council proposal serves a useful purpose: as the catalyst for a conversation about the role of government in our next-generation broadband network. Read the full column...

January 2018:
It's Time to Revisit the 1996 Telecom Act

The ongoing battle over Network Neutrality tells me that our current regulatory structure, largely defined by the 1996 Telecom Act, has become outmoded. With so many changes in technology and industry structure, I believe it's time for a broad strategic review. Read the full column...

January 2018:
Why Aren't There More Industries with 'Dyanmic Pricing'?

On a recent episode of Recode’s podcast Too Embarrassed to Ask, Kara Swisher and Lauren Goode interviewed Recharge CEO Manny Bamfo about his startup, which lets customers rent hotel rooms by the minute rather than by the night. In the era of AI and big data, it is curious to me why more industries aren’t doing a better job of optimizing their inventory. Read more...

January 2018:
Some Common-Sense Approaches to Solving the Smartphone Addiction Problem

Let's admit it: most of us are addicted. Solving this issue doesn't require lawsuits, new regulations, apps that tell us how much time we're spending on these devices, or any particularly fancy technology. It does require some common step approaches, both on the user side and the industry side. So here's my prescription. Read the full column...

December 2017:
A Post Net-Neutrality World Order

As this continues to be litigated over the coming months, it might be a good time to think about the best protections from anticompetitive practices, while recognizing the rapid changes occurring in content, digital media, and communications. I urge the major actors in the game to adopt the following Code of Conduct. Read more...

December 2017:
Blocking the AT&T-Time Warner Deal and Repealing Network Neutrality Are Inconsistent

The DOJ is trying to block AT&T’s proposed acquisition of Time Warner,while the repealed network neutrality. When looked at together, these actions reveal a mixed, and inconsistent signal from our government. Read more...

November 2017:
Ten Important Questions About Next Generation Wireless Networks

Next week I’ll be heading to Dallas to participate in the Next Gen Wireless Networks Summit, hosted by FierceWireless. Here are ten key questions we should all be keeping in mind. Read more...

November 2017:
The Four Tiers of Global Wireless Services

As we head into the latter part of this decade, it appears that the ‘digital divide’, which has historically referred to the haves and have-nots of broadband, is hitting wireless services, as well. Read more...

November 2017:
Themes From 5G Americas Meeting

Some major takeaways from the 5G Americas Analyst Meeting. Read more...

October 2017:
An Interesting Battle is Shaping Up on 5G

Even though 5G had been heading in a mmWave, circa 2020 direction, mid-band spectrum is proving to be an important contender for 5G as well. Read more...

October 2017:
T-Mobile and Sprint: It's Time

This deal should have happened, and might be revisited. Read more...

October 2017:
Why is Google Making Phones, Anyway?

Google-branded phones own about 1% share of the smartphone market, have limited carrier distribution, and won’t make real money for several years. So why is Google making phones? Read more...

September 2017:
Five Suggestions For Improving Mapping Services

I spent some time with the folks at hot startup Mapbox, which got me to thinking about ways that these incredibly useful applications could be improved. Read more...

September 2017:
What To Expect At Next Week’s Major Wireless Conference

Big focus on 5G, IoT, unlicensed, and spectrum policy. Read more...

August 2017:
Shows We’d Like To See From Apple’s $1 Billion Content Budget

It has been reported that Apple is planning to spend $1 billion on developing and acquiring content. Here’s a bit of a lighter look at some shows we’d like to see from Apple’s dip into content. Read more...

August 2017:
What Wireless Bands Will the New iPhone Support?

With all the hype around what new whiz-bang features the new iPhone will sport, an under-addressed question, in my view, is whether it support all the new wireless spectrum bands that are being deployed. Read more...

fiercewireless
July 2017:
The next year is critical for fixed wireless access

Until now, FWA has been used for 'broadband as a last resort' in rural areas. But with advances in LTE, and testing in the new millimeter wave frequencies, FWA  is now getting a serious look as a potentially viable mainstream broadband service in North America and other developed economies. Read more...

July 2017:
What Industries Have Been Least Disrupted by Tech?

The internet, broadband, and the PC/smartphone have had huge impact on many industries. But I've also been thinking about what industries or consumer experiences have NOT been as significantly affected by tech, at least so far. Read more...

July 2017:
Much Has Changed in Tech in 10 Years…But Much Has Not

There have been numerous columns commemorating the 10th anniversary of the introduction of the iPhone and its impact on consumers, businesses, tech, and various industries. This has me thnking about some other momentous changes in tech over the past decade...as well as some areas we thought we'd be further along. Read more...

June 2017:
Five Internet Companies That Need Better Consumer-Facing Customer Service

What are some consumer-oriented Internet companies and brands that need to improve their customer service? My bias is toward actually being able to talk to a human being, in real-time, by phone or via live chat. Read more...

fiercewireless
June 2017:
Verizon-AOL-Yahoo: now what?

Verizon has spent $10b+ to amass a fairly formidable combination of assets in the media/content/ad tech spaces. My advice for for Messrs. McAdam & Armstrong, and Ms. Walden on what to do now. Read more...


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Recent Quotes


Lowenstein comments on 600 MHz spectrum auction

NECN Interview on Verizon-AOL Deal

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LTE Spectrum: How Much Do The Carriers Have?

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AT&T and T-Mobile USA: The Fat Lady Sang

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Telecoms, Startups Fight Card Firms On Mobile Payments


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Rethinking the iPhone Threat to AT&T

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Comments on iPad security breach

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Lowenstein comments on FCC's Broadband Plan

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