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Author:

Jam ok

Subject:

Off Topic

Date:

04/10/17 at 2:56 PM CDT

 

 

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OT 5G ATT

<p>AT T announced their buying out of another company, that they said will speed up implementation of 5G. The faster the better, I'd think.Feels a bit like  a horse race -  Once the gates are open, I'll have my fingers crossed for NOK of course, and CIEN.It is still puzzling to me why CIEN keeps falling, and INFN more so (yeah, please - go to $8.50 where I sold :-) Nok seem 'bouncy' but of course it's evident they had a nice upwards trend.</p>

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.

 


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

04/10/17 at 5:18 PM CDT

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