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OT - 5G
OT - Soup-to-nuts overview of 5g and what it all means, to
everyone - telecoms, consumers, on and on. I'm wondering who is
providing the antennas for small-cell devices - I thought we
discussed that and it was Cavium that was a main producer. If so,
their stock trajectory is puzzling - went from 40 to 90, and then
about a month, 6 weeks ago, began declining, now around 75. And the
picture displayed of an Ericson device - not sure if they're in
that business as well. In any case, the constant theme throughout
the article that 5g seems to be gaining steam for an earlier rather
than later rollout, has to be good news.
zdnet.com/ar...545499
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