Years ago I drafted a post for this blog. After seeking the counsel of wise co-workers, I decided not to post it and it stayed in my drafts folder. For some unknown reason, WordPress autonomously decided to post it yesterday.
I apologize for any confusion it may have caused. The report and analysis referenced are years old.
For complete transparency, there were a couple of reasons folks recommended I not post it originally. The first was that the vast majority of my readers wouldn’t be able to access the report. In respect to Craig Moffett’s and Bernstein’s intellectual property, I couldn’t share enough of the report to do it justice and yet my readers couldn’t access the rest of it. That didn’t seem fair to my readers. The second reason was that, while I liked Mr. Moffett’s analysis in this report, there are many other reports that he’s written that I don’t agree with. By strongly commending his thought process and analysis on this one report I may lead people to believe that I was endorsing (or worse yet, that Sprint was endorsing – even though everything that’s posted here is my own and doesn’t necessarily reflect Sprint’s positions or opinions) Mr. Moffett’s entire body of work.
I do think Craig Moffett is a very intelligent man, that he deeply understands the industry, and that he often provides incisive perspectives on various players in the industry – whether or not I think he’s right or wrong. I also think this particular analysis was very interesting. I don’t have time now to go back and see how right or wrong he was (using 20/20 hindsight). But anyway, for those reasons, I’m not going to take down this post (unless Craig or Bernstein ask me to).