This is the fixed 5G, ian alternative to wireline.  It saves a ton of money on deployments, as it does not need crews digging neighboorhoods.

lightreading.com/mo...738599

lt cap,

Not that it'd matter, I'd think, given the size of the deployment, but switching equipment would be needed, whether new optical cable was put in or not, no? Or does there need to be digging in order for a company like NOK to benefit?  This all pales in comparison to the downgrade today of NOK by BNP Paribas from neutral to underperform. Almost hard to believe that a non first-rank analyst/brokerage would be able to move the stock down 3.5%, unless there is some undeniable material reason for the downgrade - as opposed to yes, the sector sucks right now, get used to it.

I cannot believe that I bought the absolute top on NVDA and ISRG after mulling it for more than a year. I'd cut my losses and run, but the only danger that seems palpable is perhaps they got ahead of themselves. I simply don't see some fundamental problem with either company's prospects going forward. AMD is down about 5% today as well. There are crypto-currency mining concerns attached to stocks that make GPUs. But having read that one of the ways states like North Korea and terrorist organizations like Hezbollah create wealth is to mine the hell out of such currencies. In any case, I think NVDA is applicable to so many things going forward, I think their time has come. (Or, conversely, perversely, I sure hope their time hasn't come and gone. This is painful day after day.)

And kudos to Jester on the EA call - it has broken well below the 105 target. There are some games that a fanbase will play, no matter how bad they are. Battlefront II may not be one of them. Clean up, my friend.

Did not mean to imply Nokia would not benefit, just wanted to clarify that VZ 5G roll out was a fixed 5G deployment, which competes with typical wireline fiber or DSL.

Did not mean to imply Nokia would not benefit, just wanted to clarify that VZ 5G roll out was a fixed 5G deployment, which competes with typical wireline fiber or DSL.