telecom

I keep going on and on about how mobile is where the technology industry is moving. So clearly the access/telecom end of that is going to be important. The T-mobile move to unbundle the handset subsidy from the telecom monthly fee is a bold…

Today's daily commentary is going to be on technology. Over the past few years, I have been writing here at Credit Writedowns that we are in the midst of a massive platform shift in technology toward a mobile-centric world. As Michael…

I just want to follow up on my comments from Tuesday on consolidation and convergence in the TMT arena. There has been another slew of reports out in tech world showing that all of the big players are jumping into each other's turf in a…