2020 likely to be a very difficult year. Huawei has done an excellent job of weathering the storm in 2019 but the tidal wave in 2020 is likely to overwhelm...
Upgrade demand could help 5G. Despite British Telecom’s denials and the efforts of the broadband providers in the USA, it is clear that the Internet is creaking under the strain...
The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I think aims to dissuade other...
Coverage map lays bare the reality of millimetre waves. Verizon’s 5G coverage map in the USA (see here) shows that the only time users are going to get reception is...
Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I...
Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally figured out that fake it...
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better than its biggest rival IWG,...
No party means no hangover. MWC is almost over and while the stages have seen some confident predictions (eg Cisco: “hype is going to be reflected in the reality”), the...
The floor: software takes a back seat With the 5G cycle in full swing, MWC has gone fully back to its roots as an equipment show. Boxes with lots of...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Huawei – Nowhere to run pt. XV
The USA further hardens its position. Others may follow. The US has moved to harden its stance against Huawei by closing a significant loophole revealing once again that Huawei is...