$HPE gets what I consider a deserved upgrade by BoFA. Key drivers for this upgrade include: - anticipated improvements in margins due to cost-cutting measures - recovery in high-performance computing (HPC) margins - synergies from the upcoming Juniper Networks acquisition. BofA

I really enjoyed moderating another webinar with the Zayo today & capturing my insights related to their service capabilities in this MoorInsightsStrategy research brief zayo.com/resources/enab…

Let's get this magenta party started - a packed house at the The Ritz-Carlton San Francisco for T-Mobile T-Mobile Business Capital Markets Day - stay tuned for my insights 😎

.T-Mobile CEO Mike Sievert speaks to the company's performance against its plans set three years ago - moving from last to first in #5G network coverage in the U.S. & establishing its leadership in FWA services with nearly 6M subs - both predictions I made based on its spectrum

.T-Mobile's new fiber ambitions are a dramatic departure from its previous view of it being a backhaul commodity for mobile access & services - likely based on its #5G FWA success & strong broadband ARPU

.T-Mobile is delivering impressive performance enhancements to its #5G FWA services (3x since launch) by analyzing capacity & mobility support daily to ensure neither service suffers - this is an area that I plan to dive deeper into with execs

Pains me to not attend the $TMUS investor conference that’s a half mile away at The Ritz with Anshel and Will Townsend. I am holding down the fort at the #DF24 industry analyst conference here at The St. Regis.

.Callie Field speaks to "SIMs to Solutions" & it's a great description for the T-Mobile Business transformation into a legitimate enterprise mobile network service provider - delivering SASE, IoT & hybrid public/ private network services on top of a #5G standalone deployment are

Not a shabby view - thank you FairmontHotels! 😎

Another MoorInsightsStrategy #5G podcast from yours truly & Anshel Sag!

Noooooooo I don't need another mechanical watch but this Dallas, TX microbrand Jack Mason is doing some beautiful designs & this one is both stunning & affordable - also love the Dr Pepper GMT - Steven Dickens what do you think?