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Author:

LongTerm CapGains

Subject:

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Date:

12/17/18 at 1:57 PM CST

 

 

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Reply to:

MSG`#4860,`12/17/18
By LongTerm CapGains

 

Re: OT - Networkers

FYI:  regardless of when 5G is deployed, we should remember that the rollouts will be in phases across the US and the Globe, so the revenue impact for Nokia and Ericson should be a mild positive uptick at the beginning and grow o ver the next several years.  If I am correct, the cycle should last as many as 5 to 6 years as the deployments roll across the globe.

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