AT & T and Verizon have been bulking up on Spectrum, specifically spectrum for 5G.  I would like to point out that the acquisition by AT &T today is for what is called "Fixed 5G Wireless" as opposed to Cellular 5G, in other words, this is for last mile or neigborhood access, which does not need to be cellular since the modem in your house would be a static 5G modem.  In the past, they would either lay fiber or coax to deliver Internet to neighborhoods.  The benefit of course is cost, 5G would be far cheaper to install and service.  A win win situation for the Telcos.

This is good news for the 5G equipment providers since it is a new Network Segment that was not previously served by the likes of Nokia or Ericsson.